From buying a few Burger Kings during business school to a $1.2Bn fund and $3.5Bn AUM

The Sweden-based serial acquirer Roko is set to go public at a $3Bn valuation only 6 years after its founding In the 6 years, Roko has established 28 platforms via acquisition, grown to $600M in revenue and $120M in EBITDA

How long would you wait in line for $100? How much compensation do you need to complete a 15-minute survey? Lots of people talk about "valuing your time," but the calculation tends to be very hypothetical. Use one of the above to make it more tactical

Tried a new AI tool today… I had the AI call local cleaners to get a quote on cleaning our couch Good news is that it called 7 local cleaners, bad news is that it scheduled 3 of them to come my house and do the work…

Real Estate that comes with a search fund deal Most search investors and operators don't want to own the dirt Is there anyone out there who is building a RE portfolio with search tenants?

Whoever buys this business...please call me so that I can follow along! The opportunity for dinosaur references in investor materials alone makes this an interesting deal

"A long time ago, we decided to prioritize Chenmark, Family, and Health.  Berkshire Hathaway meetings don’t fit neatly onto that list.  This ruthless prioritization has served us well.  We actually think Buffett would make the same decision." -Chenmark Newsletter

Does this exist? An app that shows (1) the day's events for everyone in my family, (2) the day's to-do list, and (3) the family shopping list I am thinking of a family dashboard on an iPad in the kitchen

We are about to see the unbundling and re-bundling of SaaS. But this time, the bundle won't come from the vendor; it will come from the user, with AI as the builder. The traditional model of SaaS has long assumed that software should be pre-built for a specific function or

A friend raising VC was sent a phone number to call. He dialed in and got an AI bot that asked him about TAM, ACV, and other SaaS metrics. Basically a voice-powered intake form. Hilarious… but also kind of brilliant. Scalable, conversational diligence is here.

Pretty sure the AI app builder just gave up on me Have been stuck on this one bug, and the AI just sent me a "Hire an Expert" button rather than continuing to troubleshoot with me

To my investment banking followers... Someone please pitch Apple on buying Wispr Flow It is so much better than Apple's dictation tools and it just makes so much sense to have as a native feature