
Kaustubh Deo - Guesswork Investing
@guessworkinvest
Former PE, now owner of a home services contractor after completing a self-funded search. Newsletter chronicling the journey linked below. All opinions my own.
ID: 1256225274347302913
https://bigdealsmallbusiness.substack.com/p/read-me-first 01-05-2020 14:13:52
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These are incredible margins. What a great time to exit too. It also supports Jon Matzner ‘s whole thesis around eating competitor margins as he builds out Sagan.




Today’s recording session of The Intentional Owner with Sam Rosati may have to be done over my cell phone hotspot. Turned the WiFi off at my old place and new place WiFi gets installed on Thursday 🙄 I hate moving so much.

Well, Sam Rosati and I have now recorded 12 episodes of The Intentional Owner podcasts (10 have been released so far) and I'm having a ton of fun. But would always appreciate any thoughts/feedback you may have if you've given any of them a listen!

I've posted three Excel video tutorials (sponsored by The Operator Accelerator). Topics: - QuickBooks to Excel Reporting - Building a Weekly Revenue Forecasting Tool - Using Toggles in SMB Deal Modeling All in my blog, thanks to Chase Murdock and John Seiffer for sponsoring!









Pretty excited about today’s episode of The Intentional Owner - Kaustubh Deo - Guesswork Investing and I were joined by our first guest, Chase Murdock, CEO of the Decada Group. Give it a listen!