What’s a GMB account worth on its own? Re-occurring revenue (not ARR), non-discretionary, home services business. 150 calls a week for $250 ticket. 15 year, 1000 5-star reviews and first to pop up organically. No other assets. Disregard BATNA for owner for this case.

The best scorer in NBA history shot a sky hook at >65% 😲 It’s like the knuckleball of Basketball - Hard to control, confusing to opponents, and devastating when mastered.

reddit.com/r/askportland/… This thread is gold. Lots of cool factory tours in and around Portland.

Polymarket showed that pollsters can be usurped with better data. I bet there's similar whitespace for useful inflation and employment data. (CPI & Jobs reports are stupid) Hattie Green was the biggest financier in the country at one time and NYT published HER lending rates.

Great question!

If a 1920's stickbuilt bungalow sells for $1M and the neighbors home is an unsightly steel fortress for $1M...Do the same buyers get the same loan terms if the appraisals are the same? What about the collateral? One will last forever, the other won't last high tide.

Is the term M&A exclusive to PE? Say a company is growing primarily through acquisitions using internal capital, but not necessarily with a PE-type strategy. Got some confused looks for saying "M&A" referring to inorganic growth, not sure the lexicon.

Medicare-Advantage plan cancellations will be the Timeshare cancellation industry of the late 2020's

As a big Severance fan…I know the show was filmed at the former Bell Labs HQ. But I always wondered what modern company could be the inspiration for Lumen. Best guess.

A smart strategy I’ve seen with compensation structure: - Opt-in FOR them based on their current pay. - Give them context to understand what winning looks like. - Offer options so they can give themselves a raise when they’re ready to share some risk.

I'm still blown away at the concept of headcount as a virtuous KPI in 2025.

Continue to see IRL examples of this. Best place to scale is at the customer facing enablement layer - separate of throughput. Steel fabricators with no welders or shop. Accounting firms with no accountants. It’s not “good” or “bad” per se.

There’s a fascinating portion of large commercial construction spend that’s just called “negotiated work”. It’s not attached to the market price. It’s just purchased by owners bc of firm reputation. Those firms with reputation are…not very good.