#  @alt_w_v_g The Deal Dude The Deal Dude posts on X about ceo, in the, company, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1727472947340664832/interactions)  - [--] Week [------] +85% - [--] Month [---------] +383% - [--] Months [---------] +1,039% - [--] Year [---------] +100,970% ### Mentions: [--] [#](/creator/twitter::1727472947340664832/posts_active)  - [--] Months [---] +9.90% - [--] Year [---] +1,219% ### Followers: [-----] [#](/creator/twitter::1727472947340664832/followers)  - [--] Week [-----] +1.30% - [--] Month [-----] +43% - [--] Months [-----] +320% - [--] Year [-----] +3,747% ### CreatorRank: [-------] [#](/creator/twitter::1727472947340664832/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [products](/list/products) #4695 [social networks](/list/social-networks) [stocks](/list/stocks) [countries](/list/countries) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) **Social topic influence** [ceo](/topic/ceo), [in the](/topic/in-the), [company](/topic/company), [business](/topic/business), [to the](/topic/to-the), [$6753t](/topic/$6753t), [if you](/topic/if-you), [finance](/topic/finance), [iphone](/topic/iphone) #1923, [growth](/topic/growth) **Top accounts mentioned or mentioned by** [@boringbiz](/creator/undefined) [@robertmsterling](/creator/undefined) [@chasedownleads](/creator/undefined) [@10xfcf](/creator/undefined) [@parodyceo](/creator/undefined) [@restructuring](/creator/undefined) [@grok](/creator/undefined) [@dealflowguy](/creator/undefined) [@peoperator](/creator/undefined) [@mariobandeleras](/creator/undefined) [@willschryver](/creator/undefined) [@buysidecpa](/creator/undefined) [@sweatystartup](/creator/undefined) [@eastvillageguy](/creator/undefined) [@smbattorney](/creator/undefined) [@brandonintheair](/creator/undefined) [@evillagevillain](/creator/undefined) [@zohrankmamdani](/creator/undefined) [@degencpa](/creator/undefined) [@imrefarted](/creator/undefined) **Top assets mentioned** [Microsoft Corp. (MSFT)](/topic/microsoft) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last [--] hours "IC when we identify more potential HC synergies in an acquisition prospect" [X Link](https://x.com/alt_w_v_g/status/1821652098301218847) 2024-08-08T20:57Z [--] followers, [--] engagements "While there is no free lunch there is definitely free equity value creation through multiple arbitrage if you play your cards right. This nerd 🫡 🤓 cant wait to dig in. There's no such thing as a free lunch in M&A. If you sell a business with debt expect the buyer to knock the value of that debt off the price $:$. But what about things that look and smell like debt but are not TECHNICALLY debt; like current year bonuses technical debt https://t.co/LSv9rkgo0z There's no such thing as a free lunch in M&A. If you sell a business with debt expect the buyer to knock the value of that debt off the" [X Link](https://x.com/alt_w_v_g/status/1880350154617942341) 2025-01-17T20:23Z [--] followers, [---] engagements "$1M EBITDA HVAC business hitting bizbuysell due to owner retiring" [X Link](https://x.com/alt_w_v_g/status/1881381615680819445) 2025-01-20T16:41Z [---] followers, [---] engagements "From my experience building trust and a personal relationship with the seller is by far the most important. They want to feel confident that you will carry on the legacy and take care of their employees. Often employees are more like family to owners. They want to feel confident you will treat them well so they can continue to provide for their families. That said aligning on value expectations is just as important. I dont think I have ever had a deal fall through because of the LOI. All the negotiation is done before I submit the LOI. Of course there will be more negotiation when their" [X Link](https://x.com/alt_w_v_g/status/1882076632870989878) 2025-01-22T14:43Z [--] followers, [---] engagements "@girdley My biggest blessing and curse was to not study accounting in undergrad. Youd laugh if you looked at my ChatGPT search history asking accounting questions (fantastic learning tool btw)" [X Link](https://x.com/alt_w_v_g/status/1882266372778184783) 2025-01-23T03:17Z [--] followers, [---] engagements "Skipping the general questions. Here are the main responses I would care about to drive the vast majority of what Im willing to invest (others would immaterially impact value IMO): - Employees: [----] union I-9 verified turnover safety metrics - 2nd Level Managemnt: if you exit who is point and any concerns to business continuity - Business Profile: mix by vertical (new construction call ins etc.) - Sales Mix by Segment - Margin Profile by Segment - Same-Store Profitability Trends: if you have done acquisitions recently how much is that driving your consolidated growth (sorry new to being" [X Link](https://x.com/alt_w_v_g/status/1882269904113430699) 2025-01-23T03:31Z [--] followers, [---] engagements "@BuySideCPA Hah - I honestly prefer to own the meeting invite so I dont have to use the opposing sides virtual conference software and spend the first few minutes trying to get the freaking A/V to work switching between them all day" [X Link](https://x.com/alt_w_v_g/status/1882875552811655309) 2025-01-24T19:38Z [--] followers, [--] engagements "@ConnorAbene Forecasting is the board setting an EBITDA target for FY25. Plugging that figure in and then working your way up through the income statement 🤫" [X Link](https://x.com/alt_w_v_g/status/1883923539432202589) 2025-01-27T17:02Z [--] followers, [--] engagements "The gates of hell are open night and day; Smooth the descent and easy is the way: But to come back from hell and view the cheerful skies In this the task and mighty labor lies" [X Link](https://x.com/alt_w_v_g/status/1885868776589070634) 2025-02-02T01:52Z [--] followers, [---] engagements "*30 minutes later after saying this to my boss after multiple plz fix emails on a Saturday night I now have an 8:00am meeting with HR on Monday wish me luck.* When you get a meeting request from HR at 4:45 PM on a Friday https://t.co/lsVZvKVbpZ When you get a meeting request from HR at 4:45 PM on a Friday https://t.co/lsVZvKVbpZ" [X Link](https://x.com/alt_w_v_g/status/1885882218855256573) 2025-02-02T02:45Z [--] followers, [---] engagements "*Extremely Popular Opinion* Microsoft Outlook is the WORST email platform and has only become worse with the new Outlook FAVORITE things: - Love bullets looking like a kindergartener did it when someone replies to an email and formatting makes it almost unreadable and difficult to leave responses below - Search functionality: kind of fun spending [--] min searching for an email What are your *favorite* functionality features that I am missing" [X Link](https://x.com/alt_w_v_g/status/1887926936795824555) 2025-02-07T18:10Z [---] followers, [--] engagements "Price/Volume/Mix: such a powerful tool in understanding drivers of revenue trends High-Level Concept: illustrative graph attached for the economic/finance nerds out there 🫡 - Price: (P2 - P1) x V1 - Volume: (V2 - V1) x P1 - Mix: (P2 - P1) x (V2 - V1) Assuming a relatively flat cost structure a 20% increase in price / unit resulting in a (20%) loss in volume (assumption here) results in material profitability gains" [X Link](https://x.com/alt_w_v_g/status/1888616544982450643) 2025-02-09T15:50Z [---] followers, [----] engagements "Id highly recommend trying to understand what is driving revenue growth (e.g. price / volume) when acquiring a business. Hit me up if you need some Excel models. Price/Volume/Mix: such a powerful tool in understanding drivers of revenue trends High-Level Concept: illustrative graph attached for the economic/finance nerds out there 🫡 - Price: (P2 - P1) x V1 - Volume: (V2 - V1) x P1 - Mix: (P2 - P1) x (V2 - V1) Assuming a relatively https://t.co/97zg9nVJw0 Price/Volume/Mix: such a powerful tool in understanding drivers of revenue trends High-Level Concept: illustrative graph attached for the" [X Link](https://x.com/alt_w_v_g/status/1888618165015363879) 2025-02-09T15:57Z [---] followers, [---] engagements "@patrickdichter I still nearly fall out of my seat when an owner doesnt understand the nature of revenue and expenses hitting various accounts on the income statement when thinking about selling" [X Link](https://x.com/alt_w_v_g/status/1889427507713286296) 2025-02-11T21:33Z [---] followers, [--] engagements "@SievaKozinsky Lets gooo I just cant stomach the PG I have a very high risk profile in every other aspect of my life. It would definitely be different if I didnt have young kids" [X Link](https://x.com/alt_w_v_g/status/1889436384450039908) 2025-02-11T22:08Z [---] followers, [---] engagements "@BoringBiz_ Cant wait to see the follow up meme after a year into the job 🍿" [X Link](https://x.com/alt_w_v_g/status/1912348138423177546) 2025-04-16T03:31Z [----] followers, [----] engagements "It always throws me off when people put an extra space before a punctuation mark like this in a profession setting over email time and time again . Does anyone else notice this or just me It drives me crazy . Maybe a cultural thing" [X Link](https://x.com/alt_w_v_g/status/1915123681270841731) 2025-04-23T19:20Z [---] followers, [--] engagements "@privateinequity I agree with this. Accounting fundamentals are under appreciated. Coming from someone who didnt study accounting and wished he had" [X Link](https://x.com/alt_w_v_g/status/1916515998556967206) 2025-04-27T15:33Z [---] followers, [----] engagements "Timed this perfectly pre tariffs. Waiting to unload all of my inventory at even HIGHER prices. Like comment retweet for 20% off pre tariff prices. Excited to execute my new rollup strategy against commercial retail giants. Stay tuned Sharing my confidential playbook. https://t.co/hU4ifwtVL6 Excited to execute my new rollup strategy against commercial retail giants. Stay tuned Sharing my confidential playbook. https://t.co/hU4ifwtVL6" [X Link](https://x.com/alt_w_v_g/status/1916519672020656165) 2025-04-27T15:47Z [---] followers, [---] engagements "@VPBigCatCorp_ @PEoperator Man beat me to it" [X Link](https://x.com/alt_w_v_g/status/1916613784195707331) 2025-04-27T22:01Z [---] followers, [--] engagements "Update: not fired. Just a slap on the wrist. They actually both laughed on the call at one point. They are actually seriously considering removing the policy but I have to remove my identified adjectives Best Ethan Brooks (Adjectives: Smart / Handsome) 🚨Controversial Post🚨 I have a coworker who is willing to die on a hill about the importance of respecting pronouns (he/him/she/her/they/them/etc. cant keep up). I have no problem with it. You do you and Ill do me. However this individual pushed it so hard that it became https://t.co/9QihtdzRza 🚨Controversial Post🚨 I have a coworker who is" [X Link](https://x.com/anyuser/status/1916993815283741027) 2025-04-28T23:11Z [----] followers, 17.4K engagements "@OHWallStreet And here we gooooo But shouldnt the red and blue colors be reversed" [X Link](https://x.com/alt_w_v_g/status/1917354227464098260) 2025-04-29T23:04Z [---] followers, [--] engagements "@patrickdichter Out of curiosity. (1) does your firm have the ability to convert historical financials from cash to accrual basis and (2) if so is there a very rough range you can provide me on cost Looking at a $20M top line M&A target and books are a disaster. Seller uses quick books" [X Link](https://x.com/alt_w_v_g/status/1918346754384183754) 2025-05-02T16:48Z [---] followers, [--] engagements "Any other business buyers out there been burned by this exact situation Not sure whats worse losing your own money or someone elses. Actually I know If you are a business owner or business buyer with any sense that you may sell your business in the future make sure your Lease is as close to freely assignable in a Sale as possible. Landlord will resist but go to the mat on this. Bookmark this because it is incredibly If you are a business owner or business buyer with any sense that you may sell your business in the future make sure your Lease is as close to freely assignable in a Sale as" [X Link](https://x.com/alt_w_v_g/status/1919952101939003688) 2025-05-07T03:07Z [---] followers, [----] engagements "In case you were wondering it feels much worse to lose someone elses money Similar to the loss aversion concept in gambling below: The psychological idea behind gambling is rooted in loss aversion a concept from prospect theory by Kahneman and Tversky. People feel the pain of losing more intensely than the pleasure of winninglosses loom about twice as large emotionally as equivalent gains" [X Link](https://x.com/alt_w_v_g/status/1920134880379154658) 2025-05-07T15:13Z [---] followers, [--] engagements "@sweatystartup Or no websites at all. I have talked with owners who are doing $10M+ in revenue / year (very blue collar service industries) that dont have a website and only a FaceBook page" [X Link](https://x.com/alt_w_v_g/status/1920160814855602302) 2025-05-07T16:56Z [---] followers, [---] engagements "@RobertMSterling Hah Funny Scared me for a second bc it is definitely next weekend and Im headed out of town with the boys on a golf trip this weekend" [X Link](https://x.com/alt_w_v_g/status/1920976181098066197) 2025-05-09T22:56Z [---] followers, [---] engagements "@eastvillageguy I fear I have done the same. And it doesnt feel like there is a way out. Definitely Pavlovd myself too and with an added Celsius to get the week started" [X Link](https://x.com/alt_w_v_g/status/1921933693137862848) 2025-05-12T14:21Z [---] followers, [---] engagements "@ChanteMadame Thank you Yep pushing back with smart / handsome. Will see how it goes" [X Link](https://x.com/alt_w_v_g/status/1924187741408948710) 2025-05-18T19:38Z [---] followers, [--] engagements "@boutique_banker Honestly it could have been worse" [X Link](https://x.com/anyuser/status/1925232670176350624) 2025-05-21T16:50Z [----] followers, [----] engagements "@RobertMSterling Therefore I refuse to use the auto save feature and refuse to allow team members be in the same file at the same time. There is always [--] owner of the file at a time before it is passed along. Maybe Im wrong but it now is hardly ever an issue" [X Link](https://x.com/alt_w_v_g/status/1925692221983961272) 2025-05-22T23:16Z [---] followers, [--] engagements "@MarioBandeleras Plz address me by my identified adjectives. Thx. Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1925701590746374218) 2025-05-22T23:53Z [---] followers, [--] engagements "@MarioBandeleras @RobertMSterling Yea Id throw my computer at the wall" [X Link](https://x.com/alt_w_v_g/status/1925701748208849301) 2025-05-22T23:54Z [---] followers, [--] engagements "Asking for a friend. Can someone please send this training to all Managing Directors so they stop scheduling over existing meetings. Find a meeting time that works for everyone. Thx. Best Ethan Brooks (Adjectives: Smart / Handsome) Sent from my iPhone Find a meeting time 🕜 that works for everyone. Try scheduling assistant in Microsoft Outlook: https://t.co/9ewoCEBIJB https://t.co/PaIsNLt6vE Find a meeting time 🕜 that works for everyone. Try scheduling assistant in Microsoft Outlook: https://t.co/9ewoCEBIJB https://t.co/PaIsNLt6vE" [X Link](https://x.com/alt_w_v_g/status/1931019423483080876) 2025-06-06T16:04Z [---] followers, [---] engagements "@PEoperator Why 🤣" [X Link](https://x.com/alt_w_v_g/status/1935384840607776781) 2025-06-18T17:11Z [---] followers, [--] engagements "@BuySideCPA Poor guy couldnt balance the BS after [--] hours in a dim lit cubicle We have all been there Get well soon" [X Link](https://x.com/alt_w_v_g/status/1935521022066966600) 2025-06-19T02:12Z [---] followers, [--] engagements "@MicrosoftHelps Alt + W + V + G plz. Thx" [X Link](https://x.com/alt_w_v_g/status/1936133781309788578) 2025-06-20T18:47Z [---] followers, [--] engagements "Ugh dreading the weekend. How am I supposed to deliver shareholder value at little kids birthday parties all weekend Monday cant get here soon enough" [X Link](https://x.com/alt_w_v_g/status/1936170625451626952) 2025-06-20T21:13Z [---] followers, [---] engagements "@Will_Schryver Just increase revenue and decrease costs How hard can it be" [X Link](https://x.com/alt_w_v_g/status/1936857953933423101) 2025-06-22T18:44Z [---] followers, [---] engagements "@Will_Schryver 1000% joking" [X Link](https://x.com/alt_w_v_g/status/1936858034703069678) 2025-06-22T18:45Z [---] followers, [--] engagements "@parody_ceo 6am tomorrow cant get here soon enough Already locked in" [X Link](https://x.com/anyuser/status/1936930608351203697) 2025-06-22T23:33Z [----] followers, [----] engagements "@RobertMSterling @SMB_Attorney Still on my bucket list Checked a few times but none of the times worked Cant wait to shoot the ****" [X Link](https://x.com/alt_w_v_g/status/1938044403370889469) 2025-06-26T01:19Z [---] followers, [---] engagements "@RobertMSterling @SMB_Attorney Inbound" [X Link](https://x.com/alt_w_v_g/status/1938055810418151461) 2025-06-26T02:04Z [---] followers, [--] engagements "@RobertMSterling @SMB_Attorney More nervous than I was for my first board meeting Cut me some slack plz" [X Link](https://x.com/alt_w_v_g/status/1938065052596109478) 2025-06-26T02:41Z [---] followers, [--] engagements "@STLChrisH Many such cases Step 6: make pretty slides and try to sell packaged company (with add-ons) to another PE firm promising unlimited upside potential" [X Link](https://x.com/alt_w_v_g/status/1938190374935072790) 2025-06-26T10:59Z [---] followers, [----] engagements "@_Sabai_Sabai Yep mentally and physically exhausting day for sure" [X Link](https://x.com/alt_w_v_g/status/1938198920397566275) 2025-06-26T11:33Z [----] followers, [----] engagements "@Bardten Good luck Just remember to remove gridlines in Excel models Thx. Sent from my iPhone" [X Link](https://x.com/alt_w_v_g/status/1938244100999770198) 2025-06-26T14:32Z [----] followers, [----] engagements "@tribebrowns Exactly only therapy you need" [X Link](https://x.com/alt_w_v_g/status/1938244418806460495) 2025-06-26T14:34Z [---] followers, [--] engagements "@CuntryClubCommi 🤣 how much do you miss the never ending daily sprint" [X Link](https://x.com/alt_w_v_g/status/1938315317047964037) 2025-06-26T19:15Z [---] followers, [--] engagements "@KaufLovis @cjgustafson222 For his sake I really hope it sounds unfamiliar" [X Link](https://x.com/alt_w_v_g/status/1938360732611187056) 2025-06-26T22:16Z [----] followers, [---] engagements "@A72535202 I did fell thrilling for sure. Day flew by watching it all go down shadowing him" [X Link](https://x.com/alt_w_v_g/status/1938361352931643502) 2025-06-26T22:18Z [---] followers, [--] engagements "I had no idea people would be so interested in hearing about my work day shadowing the CFO. Learned a ton of valuable lessons about how to run the financials of a business. Excited for the opportunity to shadow the CEO next. Ill let you know how the day goes and what I learn. Spent the day shadowing a PE portfolio company CFO. He greeted me in the parking lot at 8am sharp Patagonia vest on Celsius in hand two upper decker Zyns in visibly shaking. Eyes darting. Ive got to send out the board deck pre-read by EOD the ERPs broken my Spent the day shadowing a PE portfolio company CFO. He greeted" [X Link](https://x.com/alt_w_v_g/status/1938361873453236663) 2025-06-26T22:20Z [----] followers, [----] engagements "@tobicomm It was fun and also not very fun at the same time hard to describe Very uncomfortable being in the room at a couple of points throughout the day" [X Link](https://x.com/alt_w_v_g/status/1938384074315599948) 2025-06-26T23:49Z [---] followers, [--] engagements "@A72535202 My man. I couldnt have said this better myself" [X Link](https://x.com/alt_w_v_g/status/1938424642445738490) 2025-06-27T02:30Z [----] followers, [--] engagements "@parody_ceo You never forget your first time" [X Link](https://x.com/alt_w_v_g/status/1938614046347161710) 2025-06-27T15:03Z [----] followers, [---] engagements "@jlinehan9 The 19th hole" [X Link](https://x.com/alt_w_v_g/status/1938614202123641059) 2025-06-27T15:03Z [---] followers, [--] engagements "After my wife said shed leave me if I missed our kids kindergarten career day I gave in. Spent [--] minutes explaining how you can just adjust EBITDA. None of the kids understood a word. But in the parking lot a line of dads waited to talk. I turned half into customers. Time well spent" [X Link](https://x.com/anyuser/status/1938633330846498906) 2025-06-27T16:19Z [----] followers, [----] engagements "@vrexec Does a Venmo request to a friend count Asking for a friend over 30" [X Link](https://x.com/alt_w_v_g/status/1938655708783972445) 2025-06-27T17:48Z [----] followers, [---] engagements "@Del_Griffith0 @vrexec uh oh - looks like you are in trouble then" [X Link](https://x.com/alt_w_v_g/status/1938674891722813644) 2025-06-27T19:04Z [---] followers, [--] engagements "Truly incredible shadowing the CEO today. Learned more than I ever couldve imagined. Too emotionally / physically drained to type up my notes will post tomorrow AM when Im fresh. Cant risk missing a single detail. If I had to distill it all down to one word: NARRATIVE I had no idea people would be so interested in hearing about my work day shadowing the CFO. Learned a ton of valuable lessons about how to run the financials of a business. Excited for the opportunity to shadow the CEO next. Ill let you know how the day goes and what I learn. I had no idea people would be so interested in" [X Link](https://x.com/anyuser/status/1938708667165221030) 2025-06-27T21:19Z [----] followers, 57.2K engagements "@SMBjourney You too my man. I definitely learned why the CEO's get paid the big bucks today" [X Link](https://x.com/alt_w_v_g/status/1938716861476245727) 2025-06-27T21:51Z [----] followers, [---] engagements "@Kalypsus_ I was too intimated to do much talking today to say the very least So much action in one day My hands are sore from all the notes I took Understand why CEOs get paid the big bucks now" [X Link](https://x.com/alt_w_v_g/status/1938717241165652094) 2025-06-27T21:53Z [----] followers, [---] engagements "Hang in there Your comment the other day really stuck with me and is so true. Work fits the time allotted IMO. "It's funny how when you have more to do than seems possible your efficiency shoots up and you can actually fit it all in."" [X Link](https://x.com/alt_w_v_g/status/1938717929568166137) 2025-06-27T21:55Z [----] followers, [--] engagements "@DadInvest Oh man tough situation I vote go for it I have never once heard someone say they regretted having their kid" [X Link](https://x.com/alt_w_v_g/status/1938729459630166389) 2025-06-27T22:41Z [----] followers, [---] engagements "@Gramercy_Goblin Confirming receipt. Thx. Sent from my iPhone" [X Link](https://x.com/alt_w_v_g/status/1939054037439041553) 2025-06-28T20:11Z [----] followers, [---] engagements "@NeedleJock I will say his luggage was VERY heavy I took the hint and loaded it for him I think it might have been filled with bottles of expensive wine" [X Link](https://x.com/alt_w_v_g/status/1939138945700253759) 2025-06-29T01:48Z [----] followers, [--] engagements "@arigldd Agree. Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1939307036656746687) 2025-06-29T12:56Z [----] followers, [--] engagements "Counting down the hours until arriving at the office at 6am tomorrow Cant get here soon enough Shareholder value doesnt deliver itself Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1939421898460332366) 2025-06-29T20:33Z [----] followers, [---] engagements "@John___Player @BoringBiz_ Holding out for my $200M signing bonus" [X Link](https://x.com/alt_w_v_g/status/1939776810419691538) 2025-06-30T20:03Z [----] followers, [--] engagements "Trending toward the COO. Teams icon offline for [--] weeks. No ones seen him. Still approves every CapEx request in [--] seconds. Requested a shadow anyway. Might shadow the MBA intern next. $100/hour and he just learned what EBITDA stands for today. Too much fun reporting from the inside. Still havent signed the NDA. They havent noticed. What corporate role should I shadow next Running notes below from the CEO / CFO. They speak in acronyms. I nod. Taking suggestions. Best Ethan Brooks Adjectives: Smart / Handsome Too much fun reporting from the inside. Still havent signed the NDA. They havent" [X Link](https://x.com/alt_w_v_g/status/1939819364124856545) 2025-06-30T22:52Z [----] followers, [----] engagements "@brandonintheair Incredible. Thank you for going to the second decimal % point for accuracy. 2H-25 looks bullish" [X Link](https://x.com/alt_w_v_g/status/1940101140365910292) 2025-07-01T17:32Z [----] followers, [--] engagements "@BuySideCPA SAD Exact reason why I dont join Use this to your advantage if they put you on a PIP Threaten to sue It is all about LEVERAGE" [X Link](https://x.com/alt_w_v_g/status/1940449043605606848) 2025-07-02T16:34Z [----] followers, [--] engagements "As Steve Jobs famously said: "People dont know what they want until you show it to them." As Ethan Brooks famously said: "Build a story someone richer than you wants to believe in. Dont build for the customer build for the CIM." Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1940574714297995712) 2025-07-03T00:54Z [----] followers, [---] engagements "@EVillageVillain Update your LinkedIn profile to include your identified adjectives Worked for me Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1940580723909697597) 2025-07-03T01:17Z [----] followers, [---] engagements "@BoringBiz_ There is ALWAYS more value to deliver Well done" [X Link](https://x.com/alt_w_v_g/status/1940793613447057655) 2025-07-03T15:23Z [----] followers, [---] engagements "Please address me by my identified adjectives. Thank you for your attention to this matter Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1941463821605798009) 2025-07-05T11:47Z [----] followers, [---] engagements "@JaredDHardin This is the single greatest post of both IQ / EQ at the same time Gets out of housework Scares wife / makes her laugh after 4D chess my friend Will leverage this tactic Thank you" [X Link](https://x.com/alt_w_v_g/status/1942045605783642444) 2025-07-07T02:18Z [----] followers, [--] engagements "Counting down the hours until arriving at the office at 6am tomorrow Cant get here soon enough Shareholder value doesnt deliver itself Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1942047200218882083) 2025-07-07T02:25Z [----] followers, [---] engagements "Intern just asked why we adjust EBITDA. Told him we dont like the original version. Too negative. We make it better. Cleaner. Stronger. Intern said the addbacks seemed aggressive. I said thats the point. Were not here to tell the truth. Were here to tell the story" [X Link](https://x.com/alt_w_v_g/status/1942684373876138245) 2025-07-08T20:37Z [----] followers, [---] engagements "@Kalshi @WallStreetMav Unbelievable advertisement Disappointed you didnt include Ethan Brooks Will someone address Ethan Brooks by his identified adjectives once in [----] Yes / No Bullish Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1943353769753764014) 2025-07-10T16:56Z [----] followers, [---] engagements "@OnlyCFO Ethan Brooks would love to join and share his experience shadowing the CFO of a PE portfolio company. Learned a ton. Feel like I got an MBA in [--] hours. Spent the day shadowing a PE portfolio company CFO. He greeted me in the parking lot at 8am sharp Patagonia vest on Celsius in hand two upper decker Zyns in visibly shaking. Eyes darting. Ive got to send out the board deck pre-read by EOD the ERPs broken my Spent the day shadowing a PE portfolio company CFO. He greeted me in the parking lot at 8am sharp Patagonia vest on Celsius in hand two upper decker Zyns in visibly shaking. Eyes" [X Link](https://x.com/alt_w_v_g/status/1943357244936015925) 2025-07-10T17:10Z [----] followers, [---] engagements "@DadInvest Love you too But not as much as I love myself. Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1943498731598295052) 2025-07-11T02:33Z [----] followers, [--] engagements "@FoxNews Thank you for your attention to this matter Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1943699989277946155) 2025-07-11T15:52Z [----] followers, [---] engagements "@ArthurMacwaters I wonder what very smart and very handsome sell-side advisor he hired To add back all expenses to EBITDA Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1944230981298180160) 2025-07-13T03:02Z [----] followers, [--] engagements "@vrexec No joke This might be the best post I have ever read on this app But how do I deliver shareholder value in this scenario Who do I send confirming receipt / on it / will do emails 24/7 My simple mind cannot comprehend" [X Link](https://x.com/alt_w_v_g/status/1945469372278952227) 2025-07-16T13:03Z [----] followers, [---] engagements "@Whitestone_Cap Same here" [X Link](https://x.com/alt_w_v_g/status/1945538689628504404) 2025-07-16T17:39Z [----] followers, [--] engagements "@RobertMSterling 99/100 they get my order wrong" [X Link](https://x.com/alt_w_v_g/status/1945643624324104272) 2025-07-17T00:36Z [----] followers, [---] engagements "@brandonintheair My life right now Guess who is living this right now as we speak A guy who is not very smart but still very handsome Back to excel" [X Link](https://x.com/alt_w_v_g/status/1946048309199503514) 2025-07-18T03:24Z [----] followers, [--] engagements "@JonahProfit I literally wont use it anymore bc of this even if I write it myself SAD" [X Link](https://x.com/alt_w_v_g/status/1946406475275866415) 2025-07-19T03:07Z [----] followers, [--] engagements "@ShowMeYourCIM Did the same when wife was out of town And ran it on 25% capacity Worked just fine So clean So efficient Well done" [X Link](https://x.com/alt_w_v_g/status/1946744363284836672) 2025-07-20T01:29Z [----] followers, [--] engagements "@sweatystartup Idk but bet he is very smart and very handsome Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1946746131314000143) 2025-07-20T01:37Z [----] followers, [----] engagements "@TheSalonDon Kinda awkward that you are sitting next to your head of HR for tanning salons Would recommend avoiding the kiss cam" [X Link](https://x.com/alt_w_v_g/status/1946761206230061137) 2025-07-20T02:36Z [----] followers, [---] engagements "@JoePompliano Cant wait to try this strategy Monday. My company is losing $10M a year and I am urging all employees to demand 20% COLA raises from our investors. We are not here to make money. We are building a family company culture. Best Ethan Brooks Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1946764393590526245) 2025-07-20T02:49Z [----] followers, [----] engagements "@WallStreetMav Makes too much common sense. Explain it to me in a way that doesnt make sense so I can understand. Thx. Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1946998969411727802) 2025-07-20T18:21Z [----] followers, [---] engagements "@RobertMSterling What a great comeback story Glad he turned his life around" [X Link](https://x.com/anyuser/status/1947469434496684341) 2025-07-22T01:31Z [----] followers, 86.7K engagements "@BoringBiz_ @ihatecommies120" [X Link](https://x.com/alt_w_v_g/status/1948604550581252337) 2025-07-25T04:41Z [----] followers, [--] engagements "@brandonintheair Im just waiting until this is integrated into the video displays on back of seats on an airplane So I can continue to deliver shareholder value mid flight Cant wait" [X Link](https://x.com/alt_w_v_g/status/1948850166380827035) 2025-07-25T20:57Z [----] followers, [--] engagements "@STLChrisH Revenue is vanity And cash is sanity Cash is KING" [X Link](https://x.com/alt_w_v_g/status/1949102181908402365) 2025-07-26T13:39Z [----] followers, [--] engagements "@brandonintheair Reverse traditional order Financials and adjusted EBITDA bridge first Followed by other ops details I literally scroll to the end and read a CIM from back to front every time" [X Link](https://x.com/alt_w_v_g/status/1949155238461505821) 2025-07-26T17:09Z [----] followers, [--] engagements "Shadowing again this weekend This dad is on another level Some say the best dad that ever was or ever will be P.S. rumor has it that he is VERY smart and VERY handsome Spent yesterday shadowing a dad with [--] kids under three. His wife left Friday for a bachelorette party. He met me at the door Saturday morning wearing cargo shorts coffee-stained hoodie on backwards baby monitor clipped to his belt like a pager. Eyes vacant. Hair damp from Spent yesterday shadowing a dad with [--] kids under three. His wife left Friday for a bachelorette party. He met me at the door Saturday morning wearing cargo" [X Link](https://x.com/alt_w_v_g/status/1949157605860950060) 2025-07-26T17:19Z [----] followers, [---] engagements "@BoringBiz_ My lifes mission on the buy side is to catch at least one mistake I will read the CIM [--] times if I have to Undefeated at the moment Most commonly in the footnotes" [X Link](https://x.com/anyuser/status/1949291153607565659) 2025-07-27T02:10Z [----] followers, [----] engagements "I ask this question in interviews Weeds out 99% of candidates CFO walked into the boardroom grinning. Revenues down 4% EBITDA up 30%. Thats the power of pricing discipline. No one asked about the 20% drop in volume. He clicked to a Price/Volume/Mix slide like it was a courtroom exhibit: Price = (P2 - P1) V1 Volume = (V2 - V1) https://t.co/PYcdqqtzLa CFO walked into the boardroom grinning. Revenues down 4% EBITDA up 30%. Thats the power of pricing discipline. No one asked about the 20% drop in volume. He clicked to a Price/Volume/Mix slide like it was a courtroom exhibit: Price = (P2 - P1) V1" [X Link](https://x.com/alt_w_v_g/status/1949846560147112420) 2025-07-28T14:57Z [----] followers, [---] engagements "@BoringBiz_ Red squiggly lines at the top look off Plz fix formatting (solid block w/ company formatting) and align left with the header box below Thx Sent from my iPad" [X Link](https://x.com/alt_w_v_g/status/1951465009583890459) 2025-08-02T02:08Z [----] followers, [---] engagements "Heard he might be very smart and very handsome Wonder who it could be Best Ethan Brooks Adjectives: Smart / Handsome I recently came across a dude that has [---] followers on Twitter and is worth about a billion dollars. Yea that's a thing. You can have almost no followers and still be successful. I recently came across a dude that has [---] followers on Twitter and is worth about a billion dollars. Yea that's a thing. You can have almost no followers and still be successful" [X Link](https://x.com/alt_w_v_g/status/1951855285632369061) 2025-08-03T03:58Z [----] followers, [---] engagements "@BuySideCPA The one of Ethan Brooks is fake AI Dont watch it He doesnt look nearly as smart or handsome in the video as he is in real life Thx" [X Link](https://x.com/alt_w_v_g/status/1951858160974590077) 2025-08-03T04:10Z [----] followers, [--] engagements "@JaredDHardin Incredible" [X Link](https://x.com/alt_w_v_g/status/1951862131709694242) 2025-08-03T04:26Z [----] followers, [--] engagements "Id like to hire the person who used dual axes and distorted the scale just enough to make the chart look better. Senior leadership potential written all over them. They get it. Its not about the product or service. Its about selling the story" [X Link](https://x.com/alt_w_v_g/status/1953654938363437211) 2025-08-08T03:10Z [----] followers, [----] engagements "Friendly reminder for all the consulting managers about to start supervising the MBA senior associate Who constantly says lets increase revenue and decrease costs Please ensure MBA is chained and secured when not in use. Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1954250890187080180) 2025-08-09T18:38Z [----] followers, [---] engagements "@sweatystartup Please identify your pronouns so I can address you properly Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1954281912358355254) 2025-08-09T20:41Z [----] followers, [---] engagements "@DefiantLs Take notes. This is why I keep it simple. I only work when people address me by my identified adjectives. 4D chess Best Ethan Brooks Adjectives: Smart / Handsome" [X Link](https://x.com/alt_w_v_g/status/1954594538695057567) 2025-08-10T17:23Z [----] followers, [---] engagements "@sourcesandmuses Option C Ethan Brooks 6x no questions asked" [X Link](https://x.com/alt_w_v_g/status/1968847562565132304) 2025-09-19T01:20Z [----] followers, [--] engagements "@PEoperator No better feeling in the world Than balancing the balance sheet While sharing your screen live" [X Link](https://x.com/alt_w_v_g/status/1970173700239696127) 2025-09-22T17:09Z [----] followers, [--] engagements "Spent the day in a strategy leadership offsite. The theme was ponds. A consultant drew two circles on the board. One large. One small. Better to be the big fish in a small pond he said. Everyone wrote it down like it was original. In the small pond you matter. Every movement is noticed. Every ripple is attributed to you. Titles sound bigger. Promotions arrive faster. In the big pond you vanish. Your work is diluted. Recognition is outsourced. You spend entire quarters just keeping up. Someone asked if the goal was to outgrow the pond. He shook his head. Outgrowing the pond is failure. You" [X Link](https://x.com/alt_w_v_g/status/1970590989837353438) 2025-09-23T20:47Z [----] followers, [--] engagements "This quote from the CFO really stuck out to me: "Whether its ponds or markets remember that being slightly above average in a small space feels like leadership. Being slightly above average in a large space feels like irrelevance" [X Link](https://x.com/alt_w_v_g/status/1970590991158587649) 2025-09-23T20:47Z [----] followers, [---] engagements "Spent the day shadowing a junior analyst. He logged in at 7:58am two monitors glowing already on his third iced coffee. At 9am he was told to make the slides prettier. No other direction. He opened PowerPoint changed the font from Arial to Calibri and waited for feedback. By [--] he was fixing footnotes. Every number tied to an Excel tab labeled DO NOT TOUCH. Lunch was eaten at his desk while updating logos on a market map and aligning them horizontally and vertically. At 3pm he got a Slack: Quick ask. It was a 70-slide model refresh due by EOD. By [--] he was still there. The office lights turned" [X Link](https://x.com/anyuser/status/1970626732974637092) 2025-09-23T23:10Z [----] followers, 107K engagements "If youre scribbling illegible comments on a PDF deck with your iPad at 10pm and sending plz fix. thx. Sent from my iPad does that mean youve made it Asking for a friend trying to decode handwriting worse than my 5-year-olds" [X Link](https://x.com/alt_w_v_g/status/1970667258633650438) 2025-09-24T01:51Z [----] followers, [----] engagements "Im not sure how to interpret this: 2025P EBITDA is circled crossed out and next to it WTF 3x this. Unclear how were pulling that off in Q4" [X Link](https://x.com/alt_w_v_g/status/1970669525097119898) 2025-09-24T02:00Z [----] followers, [---] engagements "@Restructuring__ The % attributable to multiple expansion is INSANE Sadly I think those times have passed for the next several years" [X Link](https://x.com/alt_w_v_g/status/1970966517446738288) 2025-09-24T21:40Z [----] followers, [---] engagements "Spent the morning shadowing our CEO. He walked into the office carrying nothing but a Montblanc pen and a bottle of Fiji. No laptop. No notes. No plan. First meeting he leaned back and said: Why dont we double EBITDA in [--] months Shouldnt be that hard. Second meeting he scrolled Instagram while FP&A explained why payroll was 8% over budget. He nodded once said: Fix it. By lunch hed told three different people to own the outcome but none of them owned the input. The office went quiet around [--]. He was already gone. Were still here trying to figure out which outcome he meant" [X Link](https://x.com/alt_w_v_g/status/1971225931374264323) 2025-09-25T14:51Z [----] followers, [---] engagements "The [--] phases of email in your career: [--] Nobody emails you [--] You respond eventually [--] You respond immediately [--] You respond eventually [--] Nobody emails you The beginning and the end look the same" [X Link](https://x.com/alt_w_v_g/status/1971372647884685587) 2025-09-26T00:34Z [----] followers, [---] engagements "@writeclimbrun and 90% just say it depends or if this happens and then this and then this and then send me a hefty invoice I chose the wrong profession" [X Link](https://x.com/alt_w_v_g/status/1972700211077132304) 2025-09-29T16:29Z [----] followers, [---] engagements "Spent the day shadowing a PE-backed leadership team. At 6:45am the board sent an email: Need revised five year plan by noon. Attachments included [--] tabs [---] assumptions and no instructions. At 6:46 a Senior Associate replied Confirming receipt. At 6:47 another email: We will circle back with clarifications. By [--] the CEOs phone was buzzing nonstop. Nobody had read past the subject line. Everyone was already typing. At [--] the CFO pulled the team into a war room. We do not have the inputs. We do not have the models. We still have to send something. At [--] the COO suggested waiting for" [X Link](https://x.com/alt_w_v_g/status/1972784199573889490) 2025-09-29T22:03Z [----] followers, [----] engagements "Spent the day shadowing a PE-backed CEO. He walked in late morning still in golf clothes AirPods in. Board call in an hour lender check-in after that and I need a script for the all-hands. Lets make it sound visionary. On his desk: a stack of unpaid vendor bills a pitch deck from a consultant and a stress ball shaped like a globe. At noon he rehearsed lines for the board: - Growth is accelerating. (It wasnt.) - Margins are expanding. (They werent.) - Culture is thriving. (It wasnt.) He stopped and asked me Do I sound credible enough if I keep eye contact and dont use numbers By 2pm he was in" [X Link](https://x.com/alt_w_v_g/status/1972844597542891637) 2025-09-30T02:03Z [----] followers, [----] engagements "Lot to be learned here by this interaction with the boss man: I asked how they managed to keep up. The CEO smiled. In private equity he said quietly the goal is not to answer the question. The goal is to reply before they finish typing the next one" [X Link](https://x.com/alt_w_v_g/status/1973082312058249333) 2025-09-30T17:47Z [----] followers, [---] engagements "Great parable. When I shadowed a trillionaire he didnt wait for accidents. He staged them. Drinks knocked over dishes dropped slips in the kitchen. Each disaster birthed a new venture. Insurance claims staffing agencies rehab clinics. He didnt see mistakes. He saw subsidiaries. Us trillionaires operate on a different level" [X Link](https://x.com/alt_w_v_g/status/1973085210842476987) 2025-09-30T17:59Z [----] followers, [----] engagements "@holtale 🤣 if you only knew how hard I laugh at each one of my own posts (sad I know) I show my wife what I *think* are my best posts And she says people actually like this and think its funny It doesnt make any sense at all we are the few and the proud" [X Link](https://x.com/alt_w_v_g/status/1973210665641726426) 2025-10-01T02:17Z [----] followers, [--] engagements "@holtale I went ham the other night cranking out a bunch of posts that are already drafted when I was in the zone after a brutal workday So sorry in advance for ridiculous posts to come 😉" [X Link](https://x.com/alt_w_v_g/status/1973211450161373468) 2025-10-01T02:20Z [----] followers, [--] engagements "Spent the day shadowing a PE-backed Head of Strategy. He arrived at [--] carrying a MacBook and a deck titled Value Creation Roadmap. He smiled and said All great strategies fit on three slides. Ours is genius. At [--] he presented to the CEO. Slide one: Shrink to Grow. Headcount down [--] percent revenue projection up [--] percent. He called it efficiency-driven expansion. Slide two: Pricing Power. The plan was to increase prices by [--] percent while rebranding customers as partners to soften the blow. Slide three: Synergy Capture. The idea was to combine the sales team with customer service rename" [X Link](https://x.com/alt_w_v_g/status/1973216548669002153) 2025-10-01T02:41Z [----] followers, [----] engagements "Spent the day shadowing a PE-backed General Counsel. He was already in the office at 7am tie loosened coffee untouched. A red folder sat on his desk labeled Exposure. At [--] he was on a call with outside counsel. They walked through pending lawsuits. He muted and whispered to me Billable hours are the only guaranteed growth metric. By [--] the CEO asked if the company could terminate fifty people without severance. He replied Yes if we call it restructuring. At [--] he drafted a non-compete so broad it covered future industries that did not yet exist. He smiled when I raised an eyebrow. It will" [X Link](https://x.com/anyuser/status/1973370312084304063) 2025-10-01T12:52Z [----] followers, 16.2K engagements "@DanDownsStartup 🫡 uh oh that could be dangerous Not a bad idea" [X Link](https://x.com/alt_w_v_g/status/1973572439406944599) 2025-10-02T02:15Z [----] followers, [--] engagements "@buccocapital And you are bearish" [X Link](https://x.com/alt_w_v_g/status/1973573751234240610) 2025-10-02T02:20Z [----] followers, [---] engagements "Sat in on a company-wide town hall. The CEO opened: Today is about transparency. By 9:05 the CFO explained how cutting 15% of staff would expand margins. At 9:12 the CHRO smiled: This is an opportunity for agility. By 9:20 the VP clicked to a slide titled Future of Work. It was just a bar chart with fewer bars. At 9:28 the CEO repeated: This is not about people. Its about efficiency. By 9:30 the Q&A window was disabled. At 9:31 the town hall ended. By 9:32 the emails went out" [X Link](https://x.com/alt_w_v_g/status/1973826567785816408) 2025-10-02T19:05Z [----] followers, [---] engagements "Should have leveraged @tieyournumbers Lesson learned since adjusted EBITDA on slide [---] didnt tie to slide [--] He wont make this mistake again going forward" [X Link](https://x.com/alt_w_v_g/status/1974138963175878699) 2025-10-03T15:46Z [----] followers, [---] engagements "@GordonGekko420 What about the Bigfoot videos Asking for a friend who laughs out loud a lot at them" [X Link](https://x.com/alt_w_v_g/status/1974148180205056128) 2025-10-03T16:22Z [----] followers, [--] engagements "Man Looks like a lot of searchers are striking gold finding off market deals with owners retiring in this market Washington DC searches for "lawyer' have increased 400% (data from Google trends) https://t.co/CxeSJ0VKgG Washington DC searches for "lawyer' have increased 400% (data from Google trends) https://t.co/CxeSJ0VKgG" [X Link](https://x.com/alt_w_v_g/status/1890175956448686387) 2025-02-13T23:07Z [---] followers, [---] engagements "Yea I probably wouldnt push back since its in your favor. But in my view a $100K expense is material enough that Id want to understand it for a $3M company. That expense is swinging EBITDA +/- 3.3% and equates to roughly a $500K swing in EV. Again maybe my risk tolerance is lower and not sure what your end game is. But if you ever go to sell your margin trends will be extremely important to understand and articulate" [X Link](https://x.com/alt_w_v_g/status/1891947981550780572) 2025-02-18T20:28Z [---] followers, [--] engagements "@nunziopresta Trick question You could be buying a coffee and investing at the same time by being a Starbucks shareholder" [X Link](https://x.com/alt_w_v_g/status/1892018396205572372) 2025-02-19T01:08Z [---] followers, [--] engagements "@privateinequity Babe wake up The legend responded to my post" [X Link](https://x.com/alt_w_v_g/status/1893305622348579048) 2025-02-22T14:23Z [---] followers, [--] engagements "@dbescky @STLChrisH Bookmarking this for later to read. Not my area of expertise but love learning more about it Long week and beer oclock" [X Link](https://x.com/alt_w_v_g/status/1931101356049179132) 2025-06-06T21:30Z [----] followers, [--] engagements "Spent the day shadowing a PE portfolio company CFO. He greeted me in the parking lot at 8am sharp Patagonia vest on Celsius in hand two upper decker Zyns in visibly shaking. Eyes darting. Ive got to send out the board deck pre-read by EOD the ERPs broken my controllers gone and the VP of Finance quit last week he said. Lets make magic. Inside his calendar was 90% meetings labeled URGENT and 10% CPE Trainings which he declined on autopilot muttering Theres always next month. By 9am we were in a forecast meeting. He stared at the sales pipeline paused then said: Add 40%. If it doesnt come in" [X Link](https://x.com/anyuser/status/1938019802930356588) 2025-06-25T23:41Z [----] followers, 152.4K engagements "Spent yesterday shadowing the PEbacked portfolio company CEO. His assistant told me to pick him up at the regional airport at9:30 am sharp not 9:29 not 9:31. Precision sets the tone she said. He was flying back from a strategy summit in Jackson Hole with other Port Co CEOs. I pulled up to the curb. He climbed in slammed the door. His suitcase Still on the sidewalk. He pointed at it without looking. I took the hint. On the drive to HQ he joined two Teams calls on speaker. Said nothing until the end: Thanks. Nothing on my end. Volume maxed eyes fixed ahead face blank. We arrived at 9:50." [X Link](https://x.com/anyuser/status/1938940242976813152) 2025-06-28T12:39Z [----] followers, 202.9K engagements "TL;DR: Key takeaways from shadowing the CEO / CFO of a PE-backed portfolio company. Also managed to take a video in the leadership meeting without anyone noticing (attached). CEO: - Why waste time say lot word when few word do trick - When the CEO asks a question its rhetorical dont answer - Only show adjusted EBITDA aggressively hockey-sticking up and to the right - The narrative is the business - Build a story someone richer than you wants to believe in - Dont build for the customer build for the CIM CFO: - Patagonia vest encouraged; Celsius + Zyn required - Every meeting is marked URGENT" [X Link](https://x.com/anyuser/status/1939318157304377599) 2025-06-29T13:40Z [----] followers, 144.2K engagements "Spent another day shadowing the PE portfolio company CFO. He was in the office before 7am. Lights off. Bloomberg on one monitor NetSuite frozen on the other. Three empty Celsius cans two unfinished LaCroix a single sticky note: Debt covenant Board meeting in [--] hours he said. We need to manufacture EBITDA. At 8am HR delivered a turnover report. He asked if the attrition improved gross margin. When told no (back-office staff) he set the paper aside and sighed loudly. By 9am he typed into ChatGPT: Explain negative working capital as a growth strategy. Use confident language. At 10am treasury" [X Link](https://x.com/alt_w_v_g/status/1969068419535274117) 2025-09-19T15:57Z [----] followers, [----] engagements "@seandsweeney $48000 for [--] minutes $800 for [--] seconds For that price Id expect him to reveal either the meaning of life or the Q4 earnings guidance. Not both. just one will do" [X Link](https://x.com/alt_w_v_g/status/1970970176125612493) 2025-09-24T21:54Z [----] followers, [----] engagements "@BoilerPlateCPA Blessing and a curse for sure" [X Link](https://x.com/alt_w_v_g/status/1972756255845605564) 2025-09-29T20:11Z [----] followers, [--] engagements "Spent two days at an annual budgeting session. The CFO opened: Lets be conservative. The VP countered: Lets be ambitious. By lunch revenue targets were up 40%. By dinner expenses were down 20%. By day two the manager had built a model that didnt balance. The analyst forced it to tie by adding a line: Other. The CFO nodded. The budget was approved" [X Link](https://x.com/anyuser/status/1976102061029605572) 2025-10-09T01:47Z [----] followers, 20K engagements "@dealflow_guy Not surprised when Zohran is leading in the polls: His platform focuses on progressive policies like freezing rents on stabilized units free buses and child care a $30 minimum wage higher taxes on the wealthy public housing development and stricter landlord regulations" [X Link](https://x.com/alt_w_v_g/status/1979972273516741116) 2025-10-19T18:05Z [----] followers, [--] engagements "@Will_Schryver Disneys deal team pulling out the ultimate power move and leverage play here Gotta respect it YouTube TVs deal team is sweating bullets right now" [X Link](https://x.com/alt_w_v_g/status/1984632754034885098) 2025-11-01T14:44Z [----] followers, [---] engagements "@chrisgold0727 @Vinceuk01 I hope I am wrong though" [X Link](https://x.com/alt_w_v_g/status/1985164621159014404) 2025-11-03T01:58Z [----] followers, [---] engagements "@ZohranKMamdani @andrewcuomo Unbelievable SAD Even my [--] year old is excited. Keep up the good fight My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That sounds nice. But who buys the gas I told her thats a great question My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That sounds nice. But who buys the gas" [X Link](https://x.com/alt_w_v_g/status/1985199303523008875) 2025-11-03T04:16Z [----] followers, [----] engagements "Everyone suddenly wants to buy a small business and it is a terrible idea Usually HVAC plumbing roofing etc. Usually 80% debt and with a personal guarantee Heres why the numbers dont work once you move from Excel to cash: Hypothetical Setup: - Revenue = $2M - Industry average gross margin = 45% ($900K) gross profit - Operating expenses (SG&A admin insurance etc.) = $600K - EBITDA = $300K (15%) Purchase Price: - Price = $1.5M (5x EBITDA) - 80% financed = $1.2M debt $300K cash equity Debt Service: - $1.2M loan at 10% interest 7-year amortization = $246K annual payment - EBITDA $300K $246K =" [X Link](https://x.com/anyuser/status/1985410056326664630) 2025-11-03T18:13Z [----] followers, 159.1K engagements "@daviddowda Exactly but a lot of situations where even 3x EBITDA FMV of fixed assets Many such cases and have made this mistake on way too many deals and learned my lesson Stay safe out there 🫡" [X Link](https://x.com/alt_w_v_g/status/1985512611085951353) 2025-11-04T01:01Z [----] followers, [----] engagements "Im the CFO of a PE backed company. I woke up to [--] emails from the CEO between 1am and 4am. Subject lines: thoughts quick one alignment. I stared at the ceiling and thought he doesnt sleep he just runs equity payouts at different EBITDA scenarios. By 8am I was already behind. The VP of Finance asked when were sending the updated forecast. I said soon even though I havent opened the model in two weeks because I already know how it ends. At 10am the CEO told me were hiring [--] heads but cutting SG&A. I nodded deleted the plan and renamed the file final_v9_APPROVED. At lunch I sat alone in my" [X Link](https://x.com/anyuser/status/1985524146101735920) 2025-11-04T01:47Z [----] followers, 331.2K engagements "@DevinWanzor Nailed it Work ethic is paramount above all else (w/ at least a decent financial / accounting understanding)" [X Link](https://x.com/alt_w_v_g/status/1985524879890731128) 2025-11-04T01:49Z [----] followers, [---] engagements "@FluffyTheHen how does he pass the mandatory drug test then" [X Link](https://x.com/alt_w_v_g/status/1985568277012107613) 2025-11-04T04:42Z [----] followers, [----] engagements "@NextGenOwners "Buying a small business isnt broken bad underwriting is." nailed it 100%" [X Link](https://x.com/alt_w_v_g/status/1985736843778720185) 2025-11-04T15:52Z [----] followers, [---] engagements "We had an all-hands today The CEO started with a slide that said The future is now" He talked about resilience agility and reallocating talent toward growth People nodded. Some even took notes Then he asked us to imagine a company where every role creates value He paused like he wanted that to land. After a while someone in the back asked What about roles that dont He smiled Said Thats what todays announcement is about Silence Then the sound of Teams notifications He clicked to the next slide It was a QR code labeled Transition Resources" [X Link](https://x.com/anyuser/status/1985914216042353036) 2025-11-05T03:37Z [----] followers, 60.5K engagements "@BillAckman @ZohranKMamdani Bill youve done enough already. Id like to thank you in advance for your taxes covering my free transportation stabilized rent and cheaper food from city-run grocery stores" [X Link](https://x.com/alt_w_v_g/status/1985922429739229685) 2025-11-05T04:09Z [----] followers, 17.4K engagements "@BillAckman @ZohranKMamdani https://x.com/alt_w_v_g/status/1983657409676767304 My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That sounds nice. But who buys the gas I told her thats a great question https://x.com/alt_w_v_g/status/1983657409676767304 My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That" [X Link](https://x.com/alt_w_v_g/status/1985922604658483451) 2025-11-05T04:10Z [----] followers, [---] engagements "My [--] year old learned socialism this week. He didnt like it. He said Daddy the teacher made us share all the candy equally. The next day no one brought candy. He said So now nobody has candy. The day after he said Daddy they told us if you have two pencils you must give one away. By Friday no one brought pencils. He said So now nobody can write. A week later he said Daddy the teacher said everyone should get the same grade. By the second test no one studied. He said So now everybody failed. Last night he asked me Daddy why do they keep making rules that make everything worse I didnt answer." [X Link](https://x.com/anyuser/status/1986106277533982856) 2025-11-05T16:20Z [----] followers, 171.5K engagements "Last night he asked me Daddy why do they keep making rules that make everything worse I didnt answer. He already knew" [X Link](https://x.com/alt_w_v_g/status/1986110559176265733) 2025-11-05T16:37Z [----] followers, [----] engagements "Post a detailed and financially thoughtful post I spent hours researching = [--] impressions and [--] like from a bot in a bikini Post a satirical rant after a long day in corporate America = goes viral beyond my wildest imagination Kind of sad how many people related to that one" [X Link](https://x.com/alt_w_v_g/status/1986189253878128662) 2025-11-05T21:49Z [----] followers, [---] engagements "@Random501901 Thank you for the support" [X Link](https://x.com/alt_w_v_g/status/1986440511587033134) 2025-11-06T14:28Z [----] followers, [----] engagements "@NeilChecking I offered but the market for rational children is tight" [X Link](https://x.com/alt_w_v_g/status/1986454431504728473) 2025-11-06T15:23Z [----] followers, [---] engagements "@JayPeaIzMe Maybe not. But he knew when the candy disappeared" [X Link](https://x.com/alt_w_v_g/status/1986458828049703338) 2025-11-06T15:41Z [----] followers, [---] engagements "@_AvidRunner_ True. But at least under capitalism you can quit and start your own candy brand" [X Link](https://x.com/alt_w_v_g/status/1986462577132490762) 2025-11-06T15:55Z [----] followers, [---] engagements "@AnneM24 They couldn't because there were no pencils left. That is why they all failed" [X Link](https://x.com/alt_w_v_g/status/1986464415521382873) 2025-11-06T16:03Z [----] followers, [---] engagements "We had an analyst once who actually understood value creation. One afternoon after a financial review he pulled the CFO aside. He said If EBITDA drives enterprise value shouldnt I take a pay cut to increase it The CFO thought he was joking. He wasnt. He wasnt loud about it. Just observant. That night he emailed the CFO volunteering to cut his salary by $50K. Said it would add roughly $500K of enterprise value at a 10x multiple. Consider it my investment he wrote. The CFO forwarded it to the CEO. The CEO forwarded it to HR. HR said we couldnt technically stop him. For the next six months he" [X Link](https://x.com/anyuser/status/1986564131210625109) 2025-11-06T22:39Z [----] followers, 267.3K engagements "New PLAN for New York City: FREE buses (NO ONE PAYS) FROZEN rent (EVERYONE WINS) GOVERNMENT grocery stores (WHAT COULD GO WRONG) $30 MINIMUM wage (NO JOBS LEFT) Theyre calling it PROGRESS I call it MATH My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That sounds nice. But who buys the gas I told her thats a great question My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might" [X Link](https://x.com/alt_w_v_g/status/1986822834392277431) 2025-11-07T15:47Z [----] followers, [----] engagements "@CREdebtlawyer Unpopular opinion: it now handles 90% of basic redlines and negotiations Not saying it will replace lawyers But it is not far away" [X Link](https://x.com/alt_w_v_g/status/1986995654892126585) 2025-11-08T03:14Z [----] followers, [--] engagements "When I onboard new analysts I give them a short talk. I tell them the Patagonia vest is optional but margin expansion isnt. I explain that every meeting is urgent but none of them matter unless Im in it. I tell them to inflate the forecast early its easier to blame timing than admit reality. And when expenses dont fit the story move them below the line and call them non-recurring. They usually laugh and think Im joking. I never am" [X Link](https://x.com/anyuser/status/1987144070792421404) 2025-11-08T13:04Z [----] followers, [----] engagements "Had drinks with a well-respected CEO last night We met at an upscale bar he insisted on for happy hour. Said its the only time of day I actually do any work. I ordered a beer and a burger. He asked the bartender to bring him the most expensive bottle they could find. He looked at me and said easy pro forma EBITDA adjustment. No one checks and I do it all the time. As we talked I asked how he planned to hit plan targets despite disastrous YTD sales performance. He didnt respond. Just stared off into the distance. Then one of his VPs emerged from the bathroom carrying a briefcase handcuffed to" [X Link](https://x.com/anyuser/status/1987214292479881474) 2025-11-08T17:43Z [----] followers, 93.6K engagements "Much more fun being the big fish in a small pond than a small fish in a big pond Big ponds look impressive until you realize no one notices youre swimming" [X Link](https://x.com/alt_w_v_g/status/1987529877134700778) 2025-11-09T14:37Z [----] followers, [---] engagements "Joined a consulting knowledge share call Topic: Best practices for saving time. The partner opened. Were all stretched thin. Efficiency is critical. The MD nodded. Lets align on a framework. The director said We should each prepare ten slides on our methods. The manager added Ill create a tracker to manage the slide creation. The senior associate said Ill send a calendar invite to prep for the prep. The associate whispered Ill take notes no one will ever read. At the 55-minute mark the partner smiled. Great work everyone. Lets schedule a follow-up. The meeting ended five minutes early." [X Link](https://x.com/alt_w_v_g/status/1988066724365914584) 2025-11-11T02:10Z [----] followers, [----] engagements "Analyst asked why we adjust EBITDA Told him we dont like the original version Too negative We make it better. Cleaner. Stronger. He said the addbacks seemed aggressive. I said thats the point. Were not here to tell the truth. Were here to sell the narrative" [X Link](https://x.com/anyuser/status/1988966771697852483) 2025-11-13T13:46Z [----] followers, [----] engagements "Spent the day shadowing a junior analyst. He logged in at 7:58am two monitors glowing already on his third iced coffee. At 9am he was told to make the slides prettier. No other direction. He opened PowerPoint changed the font from Arial to Calibri and waited for feedback. By [--] he was fixing footnotes. Every number tied to an Excel tab labeled DO NOT TOUCH. Lunch was eaten at his desk while updating logos on a market map and aligning them horizontally and vertically. At 3pm he got a Slack: Quick ask. It was a 70-slide model refresh due by EOD. By [--] he was still there. The office lights turned" [X Link](https://x.com/anyuser/status/1989131561577369757) 2025-11-14T00:41Z [----] followers, 104.7K engagements "Spent the last month shadowing an MBA searcher who bought an HVAC business with no industry experience and a personal guarantee On Day [--] he showed up at 6:11am in a new company vest carrying spiral-bound Value Creation Roadmap decks The techs stared like he was a new species He sipped from a mug that said EBITDA and called everyone into the conference room No one knew what EBITDA meant On the whiteboard: quick wins On the projector: a three-month model forecasting 22% margin expansion By 9am he was outlining his plan to reduce SG&A as a percentage of revenue Someone asked if that meant fewer" [X Link](https://x.com/alt_w_v_g/status/1989499703923200351) 2025-11-15T01:04Z [----] followers, 68K engagements "On Day [--] he spent the entire morning refinancing the business in his head The interest rate made him physically ill He whispered personal guarantee like it was both a prayer and a threat There is a major lesson there" [X Link](https://x.com/alt_w_v_g/status/1989502419391164551) 2025-11-15T01:15Z [----] followers, [----] engagements "The MBA searcher Ethan Brooks" [X Link](https://x.com/alt_w_v_g/status/1989507966446571695) 2025-11-15T01:37Z [----] followers, [----] engagements "Full disclosure: I am deep in #3 with no exit strategy and no contingency plan" [X Link](https://x.com/alt_w_v_g/status/1989807013853847660) 2025-11-15T21:25Z [----] followers, [---] engagements "@themgmtconsult Rare but beautiful when they do Even better when you can tell all objects are perfectly aligned horizontally and vertically Nothing better than that" [X Link](https://x.com/alt_w_v_g/status/1989896033954885851) 2025-11-16T03:19Z [----] followers, [--] engagements "We are living through the most important moment in human history and most people do not realize it yet. People keep comparing AI to earlier technological breakthroughs like the cotton gin the steam engine automobiles airplanes or even the internet. I used to think the same way. I used to believe this was simply another cycle of progress and that the economic shifts would follow the same predictable pattern of creative destruction. That framing is too small. We are not just in another industrial revolution. We are in a singularity style event. We are creating something that does not only" [X Link](https://x.com/alt_w_v_g/status/1990097236823326857) 2025-11-16T16:38Z [----] followers, 42.4K engagements "Warning This is the longest and most serious thing I have ever written It might put you to sleep before you finish it but I believe every word and I think it matters If you make it to the end I think it will change the way you think about the moment we are living in We are living through the most important moment in human history and most people do not realize it yet. People keep comparing AI to earlier technological breakthroughs like the cotton gin the steam engine automobiles airplanes or even the internet. I used to think the same We are living through the most important moment in human" [X Link](https://x.com/alt_w_v_g/status/1990188810450120759) 2025-11-16T22:42Z [----] followers, 29.7K engagements "Had dinner with two owners last night. One ran a $50M business. The other ran a $10M business. Everyone crowded around the $50M guy. I kept watching the $10M one. The $50M owner talked about scale but his gross margin was 20% and OpEx was $8M. After everything shook out he cleared maybe $2M of EBITDA. The $10M owner barely said a word. His gross margin was 50% with OpEx of $2M. He was making roughly $3M of EBITDA on 1/5th the revenue. Everyone else saw the big watch and the sports car. I saw the margin profile. Top line gets attention. Free cash flow keeps the lights on. Give me the smaller" [X Link](https://x.com/alt_w_v_g/status/1991698001148903602) 2025-11-21T02:39Z [----] followers, 177.2K engagements "Great take and dont necessarily disagree with your point It comes down to an operating leverage question here The gross margin in this example is the key takeaway GM is most important IMO so you have a high degree of operating leverage as sales grow with a relatively fixed OpEx cost structure" [X Link](https://x.com/alt_w_v_g/status/1991867490050224341) 2025-11-21T13:53Z [----] followers, [----] engagements "@ccmembersonly I was just thinking about which owner pays coastal country club dues and which one can actually afford them" [X Link](https://x.com/alt_w_v_g/status/1991879073367556543) 2025-11-21T14:39Z [----] followers, [----] engagements "@dealflow_guy $14M 10% holdback for [--] year no earn out since owner is retiring and not driving continued performance Assuming no union" [X Link](https://x.com/alt_w_v_g/status/1991913049910022461) 2025-11-21T16:54Z [----] followers, [---] engagements "@RobertMSterling I literally had to read this post [--] times to make sure I wasnt misinterpreting it You would have my support 100% Let me know how I can help" [X Link](https://x.com/alt_w_v_g/status/1992093679050494133) 2025-11-22T04:51Z [----] followers, [----] engagements "@Ida_Eng @Webmiester People said the same thing when the internet first showed up: It cant even load a photo or handle basic tasks how could it ever matter Then a few years later it was running the entire global economy. I hope Im wrong TBH" [X Link](https://x.com/alt_w_v_g/status/1992438444329755063) 2025-11-23T03:41Z [----] followers, [--] engagements "@10x_FCF Genius Implementing ASAP especially before the Thanksgiving holiday Great test to see who the true employees are who work even HARDER this week" [X Link](https://x.com/alt_w_v_g/status/1992959692876980710) 2025-11-24T14:13Z [----] followers, [--] engagements "Spent the morning watching a nervous analyst rehearse courage outside my office He kept pretending he was just passing by which would have been more convincing if he hadnt done it [--] times Eventually he stepped in Closed the door behind him Stood perfectly still like movement might trigger something He handed me a PTO form Requesting Thanksgiving Day off He had annotated it with footnotes explaining why his family would appreciate his presence. There was even an appendix describing travel time to his childhood home formatted like a QoE. His voice cracked when he asked it I wanted to check if" [X Link](https://x.com/alt_w_v_g/status/1992988222066917410) 2025-11-24T16:06Z [----] followers, 10.7K engagements "@SMB_Attorney Good advice That is why I now just say Im in accounting (not true) and ask them if they want to hear how debits and credits impact the [--] financial statements Results in a silent ride 99% of the time" [X Link](https://x.com/alt_w_v_g/status/1993117275654615408) 2025-11-25T00:39Z [----] followers, [---] engagements "@JackDan66096166 Of course Wouldnt want him thinking 5pm means his 5pm" [X Link](https://x.com/alt_w_v_g/status/1993321603170463881) 2025-11-25T14:11Z [----] followers, [--] engagements "Spent yesterday shadowing a PE-backed FP&A analyst He was already at his desk at 6:04am. Three monitors on. Two energy cans open. One eye twitching. The spreadsheet in front of him had [--] tabs. None were labeled. All were linked to each other. At 7:12am the CFO stopped by. Need a five year plan by lunch. The analyst asked Realistic or board ready The CFO didnt blink. Board ready. By 9:03am he was pulling revenue projections from Salesforce. Nothing tied. He typed timing variance in bold red and kept going. At 11:27am he built a margin bridge. Half the savings came from headcount reductions" [X Link](https://x.com/alt_w_v_g/status/1993385139892580500) 2025-11-25T18:23Z [----] followers, 57.6K engagements "@burritobago The analyst cut most marketing heads yesterday in the model so price increases are kind of the only lever left" [X Link](https://x.com/alt_w_v_g/status/1993416975666614449) 2025-11-25T20:30Z [----] followers, [----] engagements "Me: headed to my 3rd vacation home right now My team: physically absorbing the impact of a [---] question diligence request due by Friday EOD" [X Link](https://x.com/alt_w_v_g/status/1993498559094915538) 2025-11-26T01:54Z [----] followers, [----] engagements "@dealflow_guy Leadership is about creating urgency you dont personally feel Well done sir" [X Link](https://x.com/alt_w_v_g/status/1993682395346735566) 2025-11-26T14:04Z [----] followers, [---] engagements "@grok @BoringBiz_ Can it make up arbitrary IRR assumptions though as a plug to sell the narrative" [X Link](https://x.com/alt_w_v_g/status/1993731713223061844) 2025-11-26T17:20Z [----] followers, [---] engagements "@grok @BoringBiz_ Thank goodness Creative fibbing has some time left before I file for unemployment" [X Link](https://x.com/alt_w_v_g/status/1993732192531300566) 2025-11-26T17:22Z [----] followers, [--] engagements "@dealflow_guy Fair and agree I find the CPAs easier to control though (sounds terrible I know) Then some hot shot attorney on the other side" [X Link](https://x.com/alt_w_v_g/status/1993824457891430910) 2025-11-26T23:29Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@alt_w_v_g The Deal DudeThe Deal Dude posts on X about ceo, in the, company, business the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance technology brands products #4695 social networks stocks countries currencies luxury brands travel destinations celebrities
Social topic influence ceo, in the, company, business, to the, $6753t, if you, finance, iphone #1923, growth
Top accounts mentioned or mentioned by @boringbiz @robertmsterling @chasedownleads @10xfcf @parodyceo @restructuring @grok @dealflowguy @peoperator @mariobandeleras @willschryver @buysidecpa @sweatystartup @eastvillageguy @smbattorney @brandonintheair @evillagevillain @zohrankmamdani @degencpa @imrefarted
Top assets mentioned Microsoft Corp. (MSFT) Uber Technologies, Inc. (UBER)
Top posts by engagements in the last [--] hours
"IC when we identify more potential HC synergies in an acquisition prospect"
X Link 2024-08-08T20:57Z [--] followers, [--] engagements
"While there is no free lunch there is definitely free equity value creation through multiple arbitrage if you play your cards right. This nerd 🫡 🤓 cant wait to dig in. There's no such thing as a free lunch in M&A. If you sell a business with debt expect the buyer to knock the value of that debt off the price $:$. But what about things that look and smell like debt but are not TECHNICALLY debt; like current year bonuses technical debt https://t.co/LSv9rkgo0z There's no such thing as a free lunch in M&A. If you sell a business with debt expect the buyer to knock the value of that debt off the"
X Link 2025-01-17T20:23Z [--] followers, [---] engagements
"$1M EBITDA HVAC business hitting bizbuysell due to owner retiring"
X Link 2025-01-20T16:41Z [---] followers, [---] engagements
"From my experience building trust and a personal relationship with the seller is by far the most important. They want to feel confident that you will carry on the legacy and take care of their employees. Often employees are more like family to owners. They want to feel confident you will treat them well so they can continue to provide for their families. That said aligning on value expectations is just as important. I dont think I have ever had a deal fall through because of the LOI. All the negotiation is done before I submit the LOI. Of course there will be more negotiation when their"
X Link 2025-01-22T14:43Z [--] followers, [---] engagements
"@girdley My biggest blessing and curse was to not study accounting in undergrad. Youd laugh if you looked at my ChatGPT search history asking accounting questions (fantastic learning tool btw)"
X Link 2025-01-23T03:17Z [--] followers, [---] engagements
"Skipping the general questions. Here are the main responses I would care about to drive the vast majority of what Im willing to invest (others would immaterially impact value IMO): - Employees: [----] union I-9 verified turnover safety metrics - 2nd Level Managemnt: if you exit who is point and any concerns to business continuity - Business Profile: mix by vertical (new construction call ins etc.) - Sales Mix by Segment - Margin Profile by Segment - Same-Store Profitability Trends: if you have done acquisitions recently how much is that driving your consolidated growth (sorry new to being"
X Link 2025-01-23T03:31Z [--] followers, [---] engagements
"@BuySideCPA Hah - I honestly prefer to own the meeting invite so I dont have to use the opposing sides virtual conference software and spend the first few minutes trying to get the freaking A/V to work switching between them all day"
X Link 2025-01-24T19:38Z [--] followers, [--] engagements
"@ConnorAbene Forecasting is the board setting an EBITDA target for FY25. Plugging that figure in and then working your way up through the income statement 🤫"
X Link 2025-01-27T17:02Z [--] followers, [--] engagements
"The gates of hell are open night and day; Smooth the descent and easy is the way: But to come back from hell and view the cheerful skies In this the task and mighty labor lies"
X Link 2025-02-02T01:52Z [--] followers, [---] engagements
"30 minutes later after saying this to my boss after multiple plz fix emails on a Saturday night I now have an 8:00am meeting with HR on Monday wish me luck. When you get a meeting request from HR at 4:45 PM on a Friday https://t.co/lsVZvKVbpZ When you get a meeting request from HR at 4:45 PM on a Friday https://t.co/lsVZvKVbpZ"
X Link 2025-02-02T02:45Z [--] followers, [---] engagements
"Extremely Popular Opinion Microsoft Outlook is the WORST email platform and has only become worse with the new Outlook FAVORITE things: - Love bullets looking like a kindergartener did it when someone replies to an email and formatting makes it almost unreadable and difficult to leave responses below - Search functionality: kind of fun spending [--] min searching for an email What are your favorite functionality features that I am missing"
X Link 2025-02-07T18:10Z [---] followers, [--] engagements
"Price/Volume/Mix: such a powerful tool in understanding drivers of revenue trends High-Level Concept: illustrative graph attached for the economic/finance nerds out there 🫡 - Price: (P2 - P1) x V1 - Volume: (V2 - V1) x P1 - Mix: (P2 - P1) x (V2 - V1) Assuming a relatively flat cost structure a 20% increase in price / unit resulting in a (20%) loss in volume (assumption here) results in material profitability gains"
X Link 2025-02-09T15:50Z [---] followers, [----] engagements
"Id highly recommend trying to understand what is driving revenue growth (e.g. price / volume) when acquiring a business. Hit me up if you need some Excel models. Price/Volume/Mix: such a powerful tool in understanding drivers of revenue trends High-Level Concept: illustrative graph attached for the economic/finance nerds out there 🫡 - Price: (P2 - P1) x V1 - Volume: (V2 - V1) x P1 - Mix: (P2 - P1) x (V2 - V1) Assuming a relatively https://t.co/97zg9nVJw0 Price/Volume/Mix: such a powerful tool in understanding drivers of revenue trends High-Level Concept: illustrative graph attached for the"
X Link 2025-02-09T15:57Z [---] followers, [---] engagements
"@patrickdichter I still nearly fall out of my seat when an owner doesnt understand the nature of revenue and expenses hitting various accounts on the income statement when thinking about selling"
X Link 2025-02-11T21:33Z [---] followers, [--] engagements
"@SievaKozinsky Lets gooo I just cant stomach the PG I have a very high risk profile in every other aspect of my life. It would definitely be different if I didnt have young kids"
X Link 2025-02-11T22:08Z [---] followers, [---] engagements
"@BoringBiz_ Cant wait to see the follow up meme after a year into the job 🍿"
X Link 2025-04-16T03:31Z [----] followers, [----] engagements
"It always throws me off when people put an extra space before a punctuation mark like this in a profession setting over email time and time again . Does anyone else notice this or just me It drives me crazy . Maybe a cultural thing"
X Link 2025-04-23T19:20Z [---] followers, [--] engagements
"@privateinequity I agree with this. Accounting fundamentals are under appreciated. Coming from someone who didnt study accounting and wished he had"
X Link 2025-04-27T15:33Z [---] followers, [----] engagements
"Timed this perfectly pre tariffs. Waiting to unload all of my inventory at even HIGHER prices. Like comment retweet for 20% off pre tariff prices. Excited to execute my new rollup strategy against commercial retail giants. Stay tuned Sharing my confidential playbook. https://t.co/hU4ifwtVL6 Excited to execute my new rollup strategy against commercial retail giants. Stay tuned Sharing my confidential playbook. https://t.co/hU4ifwtVL6"
X Link 2025-04-27T15:47Z [---] followers, [---] engagements
"@VPBigCatCorp_ @PEoperator Man beat me to it"
X Link 2025-04-27T22:01Z [---] followers, [--] engagements
"Update: not fired. Just a slap on the wrist. They actually both laughed on the call at one point. They are actually seriously considering removing the policy but I have to remove my identified adjectives Best Ethan Brooks (Adjectives: Smart / Handsome) 🚨Controversial Post🚨 I have a coworker who is willing to die on a hill about the importance of respecting pronouns (he/him/she/her/they/them/etc. cant keep up). I have no problem with it. You do you and Ill do me. However this individual pushed it so hard that it became https://t.co/9QihtdzRza 🚨Controversial Post🚨 I have a coworker who is"
X Link 2025-04-28T23:11Z [----] followers, 17.4K engagements
"@OHWallStreet And here we gooooo But shouldnt the red and blue colors be reversed"
X Link 2025-04-29T23:04Z [---] followers, [--] engagements
"@patrickdichter Out of curiosity. (1) does your firm have the ability to convert historical financials from cash to accrual basis and (2) if so is there a very rough range you can provide me on cost Looking at a $20M top line M&A target and books are a disaster. Seller uses quick books"
X Link 2025-05-02T16:48Z [---] followers, [--] engagements
"Any other business buyers out there been burned by this exact situation Not sure whats worse losing your own money or someone elses. Actually I know If you are a business owner or business buyer with any sense that you may sell your business in the future make sure your Lease is as close to freely assignable in a Sale as possible. Landlord will resist but go to the mat on this. Bookmark this because it is incredibly If you are a business owner or business buyer with any sense that you may sell your business in the future make sure your Lease is as close to freely assignable in a Sale as"
X Link 2025-05-07T03:07Z [---] followers, [----] engagements
"In case you were wondering it feels much worse to lose someone elses money Similar to the loss aversion concept in gambling below: The psychological idea behind gambling is rooted in loss aversion a concept from prospect theory by Kahneman and Tversky. People feel the pain of losing more intensely than the pleasure of winninglosses loom about twice as large emotionally as equivalent gains"
X Link 2025-05-07T15:13Z [---] followers, [--] engagements
"@sweatystartup Or no websites at all. I have talked with owners who are doing $10M+ in revenue / year (very blue collar service industries) that dont have a website and only a FaceBook page"
X Link 2025-05-07T16:56Z [---] followers, [---] engagements
"@RobertMSterling Hah Funny Scared me for a second bc it is definitely next weekend and Im headed out of town with the boys on a golf trip this weekend"
X Link 2025-05-09T22:56Z [---] followers, [---] engagements
"@eastvillageguy I fear I have done the same. And it doesnt feel like there is a way out. Definitely Pavlovd myself too and with an added Celsius to get the week started"
X Link 2025-05-12T14:21Z [---] followers, [---] engagements
"@ChanteMadame Thank you Yep pushing back with smart / handsome. Will see how it goes"
X Link 2025-05-18T19:38Z [---] followers, [--] engagements
"@boutique_banker Honestly it could have been worse"
X Link 2025-05-21T16:50Z [----] followers, [----] engagements
"@RobertMSterling Therefore I refuse to use the auto save feature and refuse to allow team members be in the same file at the same time. There is always [--] owner of the file at a time before it is passed along. Maybe Im wrong but it now is hardly ever an issue"
X Link 2025-05-22T23:16Z [---] followers, [--] engagements
"@MarioBandeleras Plz address me by my identified adjectives. Thx. Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-05-22T23:53Z [---] followers, [--] engagements
"@MarioBandeleras @RobertMSterling Yea Id throw my computer at the wall"
X Link 2025-05-22T23:54Z [---] followers, [--] engagements
"Asking for a friend. Can someone please send this training to all Managing Directors so they stop scheduling over existing meetings. Find a meeting time that works for everyone. Thx. Best Ethan Brooks (Adjectives: Smart / Handsome) Sent from my iPhone Find a meeting time 🕜 that works for everyone. Try scheduling assistant in Microsoft Outlook: https://t.co/9ewoCEBIJB https://t.co/PaIsNLt6vE Find a meeting time 🕜 that works for everyone. Try scheduling assistant in Microsoft Outlook: https://t.co/9ewoCEBIJB https://t.co/PaIsNLt6vE"
X Link 2025-06-06T16:04Z [---] followers, [---] engagements
"@PEoperator Why 🤣"
X Link 2025-06-18T17:11Z [---] followers, [--] engagements
"@BuySideCPA Poor guy couldnt balance the BS after [--] hours in a dim lit cubicle We have all been there Get well soon"
X Link 2025-06-19T02:12Z [---] followers, [--] engagements
"@MicrosoftHelps Alt + W + V + G plz. Thx"
X Link 2025-06-20T18:47Z [---] followers, [--] engagements
"Ugh dreading the weekend. How am I supposed to deliver shareholder value at little kids birthday parties all weekend Monday cant get here soon enough"
X Link 2025-06-20T21:13Z [---] followers, [---] engagements
"@Will_Schryver Just increase revenue and decrease costs How hard can it be"
X Link 2025-06-22T18:44Z [---] followers, [---] engagements
"@Will_Schryver 1000% joking"
X Link 2025-06-22T18:45Z [---] followers, [--] engagements
"@parody_ceo 6am tomorrow cant get here soon enough Already locked in"
X Link 2025-06-22T23:33Z [----] followers, [----] engagements
"@RobertMSterling @SMB_Attorney Still on my bucket list Checked a few times but none of the times worked Cant wait to shoot the ****"
X Link 2025-06-26T01:19Z [---] followers, [---] engagements
"@RobertMSterling @SMB_Attorney Inbound"
X Link 2025-06-26T02:04Z [---] followers, [--] engagements
"@RobertMSterling @SMB_Attorney More nervous than I was for my first board meeting Cut me some slack plz"
X Link 2025-06-26T02:41Z [---] followers, [--] engagements
"@STLChrisH Many such cases Step 6: make pretty slides and try to sell packaged company (with add-ons) to another PE firm promising unlimited upside potential"
X Link 2025-06-26T10:59Z [---] followers, [----] engagements
"@_Sabai_Sabai Yep mentally and physically exhausting day for sure"
X Link 2025-06-26T11:33Z [----] followers, [----] engagements
"@Bardten Good luck Just remember to remove gridlines in Excel models Thx. Sent from my iPhone"
X Link 2025-06-26T14:32Z [----] followers, [----] engagements
"@tribebrowns Exactly only therapy you need"
X Link 2025-06-26T14:34Z [---] followers, [--] engagements
"@CuntryClubCommi 🤣 how much do you miss the never ending daily sprint"
X Link 2025-06-26T19:15Z [---] followers, [--] engagements
"@KaufLovis @cjgustafson222 For his sake I really hope it sounds unfamiliar"
X Link 2025-06-26T22:16Z [----] followers, [---] engagements
"@A72535202 I did fell thrilling for sure. Day flew by watching it all go down shadowing him"
X Link 2025-06-26T22:18Z [---] followers, [--] engagements
"I had no idea people would be so interested in hearing about my work day shadowing the CFO. Learned a ton of valuable lessons about how to run the financials of a business. Excited for the opportunity to shadow the CEO next. Ill let you know how the day goes and what I learn. Spent the day shadowing a PE portfolio company CFO. He greeted me in the parking lot at 8am sharp Patagonia vest on Celsius in hand two upper decker Zyns in visibly shaking. Eyes darting. Ive got to send out the board deck pre-read by EOD the ERPs broken my Spent the day shadowing a PE portfolio company CFO. He greeted"
X Link 2025-06-26T22:20Z [----] followers, [----] engagements
"@tobicomm It was fun and also not very fun at the same time hard to describe Very uncomfortable being in the room at a couple of points throughout the day"
X Link 2025-06-26T23:49Z [---] followers, [--] engagements
"@A72535202 My man. I couldnt have said this better myself"
X Link 2025-06-27T02:30Z [----] followers, [--] engagements
"@parody_ceo You never forget your first time"
X Link 2025-06-27T15:03Z [----] followers, [---] engagements
"@jlinehan9 The 19th hole"
X Link 2025-06-27T15:03Z [---] followers, [--] engagements
"After my wife said shed leave me if I missed our kids kindergarten career day I gave in. Spent [--] minutes explaining how you can just adjust EBITDA. None of the kids understood a word. But in the parking lot a line of dads waited to talk. I turned half into customers. Time well spent"
X Link 2025-06-27T16:19Z [----] followers, [----] engagements
"@vrexec Does a Venmo request to a friend count Asking for a friend over 30"
X Link 2025-06-27T17:48Z [----] followers, [---] engagements
"@Del_Griffith0 @vrexec uh oh - looks like you are in trouble then"
X Link 2025-06-27T19:04Z [---] followers, [--] engagements
"Truly incredible shadowing the CEO today. Learned more than I ever couldve imagined. Too emotionally / physically drained to type up my notes will post tomorrow AM when Im fresh. Cant risk missing a single detail. If I had to distill it all down to one word: NARRATIVE I had no idea people would be so interested in hearing about my work day shadowing the CFO. Learned a ton of valuable lessons about how to run the financials of a business. Excited for the opportunity to shadow the CEO next. Ill let you know how the day goes and what I learn. I had no idea people would be so interested in"
X Link 2025-06-27T21:19Z [----] followers, 57.2K engagements
"@SMBjourney You too my man. I definitely learned why the CEO's get paid the big bucks today"
X Link 2025-06-27T21:51Z [----] followers, [---] engagements
"@Kalypsus_ I was too intimated to do much talking today to say the very least So much action in one day My hands are sore from all the notes I took Understand why CEOs get paid the big bucks now"
X Link 2025-06-27T21:53Z [----] followers, [---] engagements
"Hang in there Your comment the other day really stuck with me and is so true. Work fits the time allotted IMO. "It's funny how when you have more to do than seems possible your efficiency shoots up and you can actually fit it all in.""
X Link 2025-06-27T21:55Z [----] followers, [--] engagements
"@DadInvest Oh man tough situation I vote go for it I have never once heard someone say they regretted having their kid"
X Link 2025-06-27T22:41Z [----] followers, [---] engagements
"@Gramercy_Goblin Confirming receipt. Thx. Sent from my iPhone"
X Link 2025-06-28T20:11Z [----] followers, [---] engagements
"@NeedleJock I will say his luggage was VERY heavy I took the hint and loaded it for him I think it might have been filled with bottles of expensive wine"
X Link 2025-06-29T01:48Z [----] followers, [--] engagements
"@arigldd Agree. Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-06-29T12:56Z [----] followers, [--] engagements
"Counting down the hours until arriving at the office at 6am tomorrow Cant get here soon enough Shareholder value doesnt deliver itself Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-06-29T20:33Z [----] followers, [---] engagements
"@John___Player @BoringBiz_ Holding out for my $200M signing bonus"
X Link 2025-06-30T20:03Z [----] followers, [--] engagements
"Trending toward the COO. Teams icon offline for [--] weeks. No ones seen him. Still approves every CapEx request in [--] seconds. Requested a shadow anyway. Might shadow the MBA intern next. $100/hour and he just learned what EBITDA stands for today. Too much fun reporting from the inside. Still havent signed the NDA. They havent noticed. What corporate role should I shadow next Running notes below from the CEO / CFO. They speak in acronyms. I nod. Taking suggestions. Best Ethan Brooks Adjectives: Smart / Handsome Too much fun reporting from the inside. Still havent signed the NDA. They havent"
X Link 2025-06-30T22:52Z [----] followers, [----] engagements
"@brandonintheair Incredible. Thank you for going to the second decimal % point for accuracy. 2H-25 looks bullish"
X Link 2025-07-01T17:32Z [----] followers, [--] engagements
"@BuySideCPA SAD Exact reason why I dont join Use this to your advantage if they put you on a PIP Threaten to sue It is all about LEVERAGE"
X Link 2025-07-02T16:34Z [----] followers, [--] engagements
"As Steve Jobs famously said: "People dont know what they want until you show it to them." As Ethan Brooks famously said: "Build a story someone richer than you wants to believe in. Dont build for the customer build for the CIM." Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-03T00:54Z [----] followers, [---] engagements
"@EVillageVillain Update your LinkedIn profile to include your identified adjectives Worked for me Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-03T01:17Z [----] followers, [---] engagements
"@BoringBiz_ There is ALWAYS more value to deliver Well done"
X Link 2025-07-03T15:23Z [----] followers, [---] engagements
"Please address me by my identified adjectives. Thank you for your attention to this matter Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-05T11:47Z [----] followers, [---] engagements
"@JaredDHardin This is the single greatest post of both IQ / EQ at the same time Gets out of housework Scares wife / makes her laugh after 4D chess my friend Will leverage this tactic Thank you"
X Link 2025-07-07T02:18Z [----] followers, [--] engagements
"Counting down the hours until arriving at the office at 6am tomorrow Cant get here soon enough Shareholder value doesnt deliver itself Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-07T02:25Z [----] followers, [---] engagements
"Intern just asked why we adjust EBITDA. Told him we dont like the original version. Too negative. We make it better. Cleaner. Stronger. Intern said the addbacks seemed aggressive. I said thats the point. Were not here to tell the truth. Were here to tell the story"
X Link 2025-07-08T20:37Z [----] followers, [---] engagements
"@Kalshi @WallStreetMav Unbelievable advertisement Disappointed you didnt include Ethan Brooks Will someone address Ethan Brooks by his identified adjectives once in [----] Yes / No Bullish Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-10T16:56Z [----] followers, [---] engagements
"@OnlyCFO Ethan Brooks would love to join and share his experience shadowing the CFO of a PE portfolio company. Learned a ton. Feel like I got an MBA in [--] hours. Spent the day shadowing a PE portfolio company CFO. He greeted me in the parking lot at 8am sharp Patagonia vest on Celsius in hand two upper decker Zyns in visibly shaking. Eyes darting. Ive got to send out the board deck pre-read by EOD the ERPs broken my Spent the day shadowing a PE portfolio company CFO. He greeted me in the parking lot at 8am sharp Patagonia vest on Celsius in hand two upper decker Zyns in visibly shaking. Eyes"
X Link 2025-07-10T17:10Z [----] followers, [---] engagements
"@DadInvest Love you too But not as much as I love myself. Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-11T02:33Z [----] followers, [--] engagements
"@FoxNews Thank you for your attention to this matter Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-11T15:52Z [----] followers, [---] engagements
"@ArthurMacwaters I wonder what very smart and very handsome sell-side advisor he hired To add back all expenses to EBITDA Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-13T03:02Z [----] followers, [--] engagements
"@vrexec No joke This might be the best post I have ever read on this app But how do I deliver shareholder value in this scenario Who do I send confirming receipt / on it / will do emails 24/7 My simple mind cannot comprehend"
X Link 2025-07-16T13:03Z [----] followers, [---] engagements
"@Whitestone_Cap Same here"
X Link 2025-07-16T17:39Z [----] followers, [--] engagements
"@RobertMSterling 99/100 they get my order wrong"
X Link 2025-07-17T00:36Z [----] followers, [---] engagements
"@brandonintheair My life right now Guess who is living this right now as we speak A guy who is not very smart but still very handsome Back to excel"
X Link 2025-07-18T03:24Z [----] followers, [--] engagements
"@JonahProfit I literally wont use it anymore bc of this even if I write it myself SAD"
X Link 2025-07-19T03:07Z [----] followers, [--] engagements
"@ShowMeYourCIM Did the same when wife was out of town And ran it on 25% capacity Worked just fine So clean So efficient Well done"
X Link 2025-07-20T01:29Z [----] followers, [--] engagements
"@sweatystartup Idk but bet he is very smart and very handsome Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-20T01:37Z [----] followers, [----] engagements
"@TheSalonDon Kinda awkward that you are sitting next to your head of HR for tanning salons Would recommend avoiding the kiss cam"
X Link 2025-07-20T02:36Z [----] followers, [---] engagements
"@JoePompliano Cant wait to try this strategy Monday. My company is losing $10M a year and I am urging all employees to demand 20% COLA raises from our investors. We are not here to make money. We are building a family company culture. Best Ethan Brooks Smart / Handsome"
X Link 2025-07-20T02:49Z [----] followers, [----] engagements
"@WallStreetMav Makes too much common sense. Explain it to me in a way that doesnt make sense so I can understand. Thx. Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-07-20T18:21Z [----] followers, [---] engagements
"@RobertMSterling What a great comeback story Glad he turned his life around"
X Link 2025-07-22T01:31Z [----] followers, 86.7K engagements
"@BoringBiz_ @ihatecommies120"
X Link 2025-07-25T04:41Z [----] followers, [--] engagements
"@brandonintheair Im just waiting until this is integrated into the video displays on back of seats on an airplane So I can continue to deliver shareholder value mid flight Cant wait"
X Link 2025-07-25T20:57Z [----] followers, [--] engagements
"@STLChrisH Revenue is vanity And cash is sanity Cash is KING"
X Link 2025-07-26T13:39Z [----] followers, [--] engagements
"@brandonintheair Reverse traditional order Financials and adjusted EBITDA bridge first Followed by other ops details I literally scroll to the end and read a CIM from back to front every time"
X Link 2025-07-26T17:09Z [----] followers, [--] engagements
"Shadowing again this weekend This dad is on another level Some say the best dad that ever was or ever will be P.S. rumor has it that he is VERY smart and VERY handsome Spent yesterday shadowing a dad with [--] kids under three. His wife left Friday for a bachelorette party. He met me at the door Saturday morning wearing cargo shorts coffee-stained hoodie on backwards baby monitor clipped to his belt like a pager. Eyes vacant. Hair damp from Spent yesterday shadowing a dad with [--] kids under three. His wife left Friday for a bachelorette party. He met me at the door Saturday morning wearing cargo"
X Link 2025-07-26T17:19Z [----] followers, [---] engagements
"@BoringBiz_ My lifes mission on the buy side is to catch at least one mistake I will read the CIM [--] times if I have to Undefeated at the moment Most commonly in the footnotes"
X Link 2025-07-27T02:10Z [----] followers, [----] engagements
"I ask this question in interviews Weeds out 99% of candidates CFO walked into the boardroom grinning. Revenues down 4% EBITDA up 30%. Thats the power of pricing discipline. No one asked about the 20% drop in volume. He clicked to a Price/Volume/Mix slide like it was a courtroom exhibit: Price = (P2 - P1) V1 Volume = (V2 - V1) https://t.co/PYcdqqtzLa CFO walked into the boardroom grinning. Revenues down 4% EBITDA up 30%. Thats the power of pricing discipline. No one asked about the 20% drop in volume. He clicked to a Price/Volume/Mix slide like it was a courtroom exhibit: Price = (P2 - P1) V1"
X Link 2025-07-28T14:57Z [----] followers, [---] engagements
"@BoringBiz_ Red squiggly lines at the top look off Plz fix formatting (solid block w/ company formatting) and align left with the header box below Thx Sent from my iPad"
X Link 2025-08-02T02:08Z [----] followers, [---] engagements
"Heard he might be very smart and very handsome Wonder who it could be Best Ethan Brooks Adjectives: Smart / Handsome I recently came across a dude that has [---] followers on Twitter and is worth about a billion dollars. Yea that's a thing. You can have almost no followers and still be successful. I recently came across a dude that has [---] followers on Twitter and is worth about a billion dollars. Yea that's a thing. You can have almost no followers and still be successful"
X Link 2025-08-03T03:58Z [----] followers, [---] engagements
"@BuySideCPA The one of Ethan Brooks is fake AI Dont watch it He doesnt look nearly as smart or handsome in the video as he is in real life Thx"
X Link 2025-08-03T04:10Z [----] followers, [--] engagements
"@JaredDHardin Incredible"
X Link 2025-08-03T04:26Z [----] followers, [--] engagements
"Id like to hire the person who used dual axes and distorted the scale just enough to make the chart look better. Senior leadership potential written all over them. They get it. Its not about the product or service. Its about selling the story"
X Link 2025-08-08T03:10Z [----] followers, [----] engagements
"Friendly reminder for all the consulting managers about to start supervising the MBA senior associate Who constantly says lets increase revenue and decrease costs Please ensure MBA is chained and secured when not in use. Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-08-09T18:38Z [----] followers, [---] engagements
"@sweatystartup Please identify your pronouns so I can address you properly Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-08-09T20:41Z [----] followers, [---] engagements
"@DefiantLs Take notes. This is why I keep it simple. I only work when people address me by my identified adjectives. 4D chess Best Ethan Brooks Adjectives: Smart / Handsome"
X Link 2025-08-10T17:23Z [----] followers, [---] engagements
"@sourcesandmuses Option C Ethan Brooks 6x no questions asked"
X Link 2025-09-19T01:20Z [----] followers, [--] engagements
"@PEoperator No better feeling in the world Than balancing the balance sheet While sharing your screen live"
X Link 2025-09-22T17:09Z [----] followers, [--] engagements
"Spent the day in a strategy leadership offsite. The theme was ponds. A consultant drew two circles on the board. One large. One small. Better to be the big fish in a small pond he said. Everyone wrote it down like it was original. In the small pond you matter. Every movement is noticed. Every ripple is attributed to you. Titles sound bigger. Promotions arrive faster. In the big pond you vanish. Your work is diluted. Recognition is outsourced. You spend entire quarters just keeping up. Someone asked if the goal was to outgrow the pond. He shook his head. Outgrowing the pond is failure. You"
X Link 2025-09-23T20:47Z [----] followers, [--] engagements
"This quote from the CFO really stuck out to me: "Whether its ponds or markets remember that being slightly above average in a small space feels like leadership. Being slightly above average in a large space feels like irrelevance"
X Link 2025-09-23T20:47Z [----] followers, [---] engagements
"Spent the day shadowing a junior analyst. He logged in at 7:58am two monitors glowing already on his third iced coffee. At 9am he was told to make the slides prettier. No other direction. He opened PowerPoint changed the font from Arial to Calibri and waited for feedback. By [--] he was fixing footnotes. Every number tied to an Excel tab labeled DO NOT TOUCH. Lunch was eaten at his desk while updating logos on a market map and aligning them horizontally and vertically. At 3pm he got a Slack: Quick ask. It was a 70-slide model refresh due by EOD. By [--] he was still there. The office lights turned"
X Link 2025-09-23T23:10Z [----] followers, 107K engagements
"If youre scribbling illegible comments on a PDF deck with your iPad at 10pm and sending plz fix. thx. Sent from my iPad does that mean youve made it Asking for a friend trying to decode handwriting worse than my 5-year-olds"
X Link 2025-09-24T01:51Z [----] followers, [----] engagements
"Im not sure how to interpret this: 2025P EBITDA is circled crossed out and next to it WTF 3x this. Unclear how were pulling that off in Q4"
X Link 2025-09-24T02:00Z [----] followers, [---] engagements
"@Restructuring__ The % attributable to multiple expansion is INSANE Sadly I think those times have passed for the next several years"
X Link 2025-09-24T21:40Z [----] followers, [---] engagements
"Spent the morning shadowing our CEO. He walked into the office carrying nothing but a Montblanc pen and a bottle of Fiji. No laptop. No notes. No plan. First meeting he leaned back and said: Why dont we double EBITDA in [--] months Shouldnt be that hard. Second meeting he scrolled Instagram while FP&A explained why payroll was 8% over budget. He nodded once said: Fix it. By lunch hed told three different people to own the outcome but none of them owned the input. The office went quiet around [--]. He was already gone. Were still here trying to figure out which outcome he meant"
X Link 2025-09-25T14:51Z [----] followers, [---] engagements
"The [--] phases of email in your career: [--] Nobody emails you [--] You respond eventually [--] You respond immediately [--] You respond eventually [--] Nobody emails you The beginning and the end look the same"
X Link 2025-09-26T00:34Z [----] followers, [---] engagements
"@writeclimbrun and 90% just say it depends or if this happens and then this and then this and then send me a hefty invoice I chose the wrong profession"
X Link 2025-09-29T16:29Z [----] followers, [---] engagements
"Spent the day shadowing a PE-backed leadership team. At 6:45am the board sent an email: Need revised five year plan by noon. Attachments included [--] tabs [---] assumptions and no instructions. At 6:46 a Senior Associate replied Confirming receipt. At 6:47 another email: We will circle back with clarifications. By [--] the CEOs phone was buzzing nonstop. Nobody had read past the subject line. Everyone was already typing. At [--] the CFO pulled the team into a war room. We do not have the inputs. We do not have the models. We still have to send something. At [--] the COO suggested waiting for"
X Link 2025-09-29T22:03Z [----] followers, [----] engagements
"Spent the day shadowing a PE-backed CEO. He walked in late morning still in golf clothes AirPods in. Board call in an hour lender check-in after that and I need a script for the all-hands. Lets make it sound visionary. On his desk: a stack of unpaid vendor bills a pitch deck from a consultant and a stress ball shaped like a globe. At noon he rehearsed lines for the board: - Growth is accelerating. (It wasnt.) - Margins are expanding. (They werent.) - Culture is thriving. (It wasnt.) He stopped and asked me Do I sound credible enough if I keep eye contact and dont use numbers By 2pm he was in"
X Link 2025-09-30T02:03Z [----] followers, [----] engagements
"Lot to be learned here by this interaction with the boss man: I asked how they managed to keep up. The CEO smiled. In private equity he said quietly the goal is not to answer the question. The goal is to reply before they finish typing the next one"
X Link 2025-09-30T17:47Z [----] followers, [---] engagements
"Great parable. When I shadowed a trillionaire he didnt wait for accidents. He staged them. Drinks knocked over dishes dropped slips in the kitchen. Each disaster birthed a new venture. Insurance claims staffing agencies rehab clinics. He didnt see mistakes. He saw subsidiaries. Us trillionaires operate on a different level"
X Link 2025-09-30T17:59Z [----] followers, [----] engagements
"@holtale 🤣 if you only knew how hard I laugh at each one of my own posts (sad I know) I show my wife what I think are my best posts And she says people actually like this and think its funny It doesnt make any sense at all we are the few and the proud"
X Link 2025-10-01T02:17Z [----] followers, [--] engagements
"@holtale I went ham the other night cranking out a bunch of posts that are already drafted when I was in the zone after a brutal workday So sorry in advance for ridiculous posts to come 😉"
X Link 2025-10-01T02:20Z [----] followers, [--] engagements
"Spent the day shadowing a PE-backed Head of Strategy. He arrived at [--] carrying a MacBook and a deck titled Value Creation Roadmap. He smiled and said All great strategies fit on three slides. Ours is genius. At [--] he presented to the CEO. Slide one: Shrink to Grow. Headcount down [--] percent revenue projection up [--] percent. He called it efficiency-driven expansion. Slide two: Pricing Power. The plan was to increase prices by [--] percent while rebranding customers as partners to soften the blow. Slide three: Synergy Capture. The idea was to combine the sales team with customer service rename"
X Link 2025-10-01T02:41Z [----] followers, [----] engagements
"Spent the day shadowing a PE-backed General Counsel. He was already in the office at 7am tie loosened coffee untouched. A red folder sat on his desk labeled Exposure. At [--] he was on a call with outside counsel. They walked through pending lawsuits. He muted and whispered to me Billable hours are the only guaranteed growth metric. By [--] the CEO asked if the company could terminate fifty people without severance. He replied Yes if we call it restructuring. At [--] he drafted a non-compete so broad it covered future industries that did not yet exist. He smiled when I raised an eyebrow. It will"
X Link 2025-10-01T12:52Z [----] followers, 16.2K engagements
"@DanDownsStartup 🫡 uh oh that could be dangerous Not a bad idea"
X Link 2025-10-02T02:15Z [----] followers, [--] engagements
"@buccocapital And you are bearish"
X Link 2025-10-02T02:20Z [----] followers, [---] engagements
"Sat in on a company-wide town hall. The CEO opened: Today is about transparency. By 9:05 the CFO explained how cutting 15% of staff would expand margins. At 9:12 the CHRO smiled: This is an opportunity for agility. By 9:20 the VP clicked to a slide titled Future of Work. It was just a bar chart with fewer bars. At 9:28 the CEO repeated: This is not about people. Its about efficiency. By 9:30 the Q&A window was disabled. At 9:31 the town hall ended. By 9:32 the emails went out"
X Link 2025-10-02T19:05Z [----] followers, [---] engagements
"Should have leveraged @tieyournumbers Lesson learned since adjusted EBITDA on slide [---] didnt tie to slide [--] He wont make this mistake again going forward"
X Link 2025-10-03T15:46Z [----] followers, [---] engagements
"@GordonGekko420 What about the Bigfoot videos Asking for a friend who laughs out loud a lot at them"
X Link 2025-10-03T16:22Z [----] followers, [--] engagements
"Man Looks like a lot of searchers are striking gold finding off market deals with owners retiring in this market Washington DC searches for "lawyer' have increased 400% (data from Google trends) https://t.co/CxeSJ0VKgG Washington DC searches for "lawyer' have increased 400% (data from Google trends) https://t.co/CxeSJ0VKgG"
X Link 2025-02-13T23:07Z [---] followers, [---] engagements
"Yea I probably wouldnt push back since its in your favor. But in my view a $100K expense is material enough that Id want to understand it for a $3M company. That expense is swinging EBITDA +/- 3.3% and equates to roughly a $500K swing in EV. Again maybe my risk tolerance is lower and not sure what your end game is. But if you ever go to sell your margin trends will be extremely important to understand and articulate"
X Link 2025-02-18T20:28Z [---] followers, [--] engagements
"@nunziopresta Trick question You could be buying a coffee and investing at the same time by being a Starbucks shareholder"
X Link 2025-02-19T01:08Z [---] followers, [--] engagements
"@privateinequity Babe wake up The legend responded to my post"
X Link 2025-02-22T14:23Z [---] followers, [--] engagements
"@dbescky @STLChrisH Bookmarking this for later to read. Not my area of expertise but love learning more about it Long week and beer oclock"
X Link 2025-06-06T21:30Z [----] followers, [--] engagements
"Spent the day shadowing a PE portfolio company CFO. He greeted me in the parking lot at 8am sharp Patagonia vest on Celsius in hand two upper decker Zyns in visibly shaking. Eyes darting. Ive got to send out the board deck pre-read by EOD the ERPs broken my controllers gone and the VP of Finance quit last week he said. Lets make magic. Inside his calendar was 90% meetings labeled URGENT and 10% CPE Trainings which he declined on autopilot muttering Theres always next month. By 9am we were in a forecast meeting. He stared at the sales pipeline paused then said: Add 40%. If it doesnt come in"
X Link 2025-06-25T23:41Z [----] followers, 152.4K engagements
"Spent yesterday shadowing the PEbacked portfolio company CEO. His assistant told me to pick him up at the regional airport at9:30 am sharp not 9:29 not 9:31. Precision sets the tone she said. He was flying back from a strategy summit in Jackson Hole with other Port Co CEOs. I pulled up to the curb. He climbed in slammed the door. His suitcase Still on the sidewalk. He pointed at it without looking. I took the hint. On the drive to HQ he joined two Teams calls on speaker. Said nothing until the end: Thanks. Nothing on my end. Volume maxed eyes fixed ahead face blank. We arrived at 9:50."
X Link 2025-06-28T12:39Z [----] followers, 202.9K engagements
"TL;DR: Key takeaways from shadowing the CEO / CFO of a PE-backed portfolio company. Also managed to take a video in the leadership meeting without anyone noticing (attached). CEO: - Why waste time say lot word when few word do trick - When the CEO asks a question its rhetorical dont answer - Only show adjusted EBITDA aggressively hockey-sticking up and to the right - The narrative is the business - Build a story someone richer than you wants to believe in - Dont build for the customer build for the CIM CFO: - Patagonia vest encouraged; Celsius + Zyn required - Every meeting is marked URGENT"
X Link 2025-06-29T13:40Z [----] followers, 144.2K engagements
"Spent another day shadowing the PE portfolio company CFO. He was in the office before 7am. Lights off. Bloomberg on one monitor NetSuite frozen on the other. Three empty Celsius cans two unfinished LaCroix a single sticky note: Debt covenant Board meeting in [--] hours he said. We need to manufacture EBITDA. At 8am HR delivered a turnover report. He asked if the attrition improved gross margin. When told no (back-office staff) he set the paper aside and sighed loudly. By 9am he typed into ChatGPT: Explain negative working capital as a growth strategy. Use confident language. At 10am treasury"
X Link 2025-09-19T15:57Z [----] followers, [----] engagements
"@seandsweeney $48000 for [--] minutes $800 for [--] seconds For that price Id expect him to reveal either the meaning of life or the Q4 earnings guidance. Not both. just one will do"
X Link 2025-09-24T21:54Z [----] followers, [----] engagements
"@BoilerPlateCPA Blessing and a curse for sure"
X Link 2025-09-29T20:11Z [----] followers, [--] engagements
"Spent two days at an annual budgeting session. The CFO opened: Lets be conservative. The VP countered: Lets be ambitious. By lunch revenue targets were up 40%. By dinner expenses were down 20%. By day two the manager had built a model that didnt balance. The analyst forced it to tie by adding a line: Other. The CFO nodded. The budget was approved"
X Link 2025-10-09T01:47Z [----] followers, 20K engagements
"@dealflow_guy Not surprised when Zohran is leading in the polls: His platform focuses on progressive policies like freezing rents on stabilized units free buses and child care a $30 minimum wage higher taxes on the wealthy public housing development and stricter landlord regulations"
X Link 2025-10-19T18:05Z [----] followers, [--] engagements
"@Will_Schryver Disneys deal team pulling out the ultimate power move and leverage play here Gotta respect it YouTube TVs deal team is sweating bullets right now"
X Link 2025-11-01T14:44Z [----] followers, [---] engagements
"@chrisgold0727 @Vinceuk01 I hope I am wrong though"
X Link 2025-11-03T01:58Z [----] followers, [---] engagements
"@ZohranKMamdani @andrewcuomo Unbelievable SAD Even my [--] year old is excited. Keep up the good fight My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That sounds nice. But who buys the gas I told her thats a great question My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That sounds nice. But who buys the gas"
X Link 2025-11-03T04:16Z [----] followers, [----] engagements
"Everyone suddenly wants to buy a small business and it is a terrible idea Usually HVAC plumbing roofing etc. Usually 80% debt and with a personal guarantee Heres why the numbers dont work once you move from Excel to cash: Hypothetical Setup: - Revenue = $2M - Industry average gross margin = 45% ($900K) gross profit - Operating expenses (SG&A admin insurance etc.) = $600K - EBITDA = $300K (15%) Purchase Price: - Price = $1.5M (5x EBITDA) - 80% financed = $1.2M debt $300K cash equity Debt Service: - $1.2M loan at 10% interest 7-year amortization = $246K annual payment - EBITDA $300K $246K ="
X Link 2025-11-03T18:13Z [----] followers, 159.1K engagements
"@daviddowda Exactly but a lot of situations where even 3x EBITDA FMV of fixed assets Many such cases and have made this mistake on way too many deals and learned my lesson Stay safe out there 🫡"
X Link 2025-11-04T01:01Z [----] followers, [----] engagements
"Im the CFO of a PE backed company. I woke up to [--] emails from the CEO between 1am and 4am. Subject lines: thoughts quick one alignment. I stared at the ceiling and thought he doesnt sleep he just runs equity payouts at different EBITDA scenarios. By 8am I was already behind. The VP of Finance asked when were sending the updated forecast. I said soon even though I havent opened the model in two weeks because I already know how it ends. At 10am the CEO told me were hiring [--] heads but cutting SG&A. I nodded deleted the plan and renamed the file final_v9_APPROVED. At lunch I sat alone in my"
X Link 2025-11-04T01:47Z [----] followers, 331.2K engagements
"@DevinWanzor Nailed it Work ethic is paramount above all else (w/ at least a decent financial / accounting understanding)"
X Link 2025-11-04T01:49Z [----] followers, [---] engagements
"@FluffyTheHen how does he pass the mandatory drug test then"
X Link 2025-11-04T04:42Z [----] followers, [----] engagements
"@NextGenOwners "Buying a small business isnt broken bad underwriting is." nailed it 100%"
X Link 2025-11-04T15:52Z [----] followers, [---] engagements
"We had an all-hands today The CEO started with a slide that said The future is now" He talked about resilience agility and reallocating talent toward growth People nodded. Some even took notes Then he asked us to imagine a company where every role creates value He paused like he wanted that to land. After a while someone in the back asked What about roles that dont He smiled Said Thats what todays announcement is about Silence Then the sound of Teams notifications He clicked to the next slide It was a QR code labeled Transition Resources"
X Link 2025-11-05T03:37Z [----] followers, 60.5K engagements
"@BillAckman @ZohranKMamdani Bill youve done enough already. Id like to thank you in advance for your taxes covering my free transportation stabilized rent and cheaper food from city-run grocery stores"
X Link 2025-11-05T04:09Z [----] followers, 17.4K engagements
"@BillAckman @ZohranKMamdani https://x.com/alt_w_v_g/status/1983657409676767304 My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That sounds nice. But who buys the gas I told her thats a great question https://x.com/alt_w_v_g/status/1983657409676767304 My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That"
X Link 2025-11-05T04:10Z [----] followers, [---] engagements
"My [--] year old learned socialism this week. He didnt like it. He said Daddy the teacher made us share all the candy equally. The next day no one brought candy. He said So now nobody has candy. The day after he said Daddy they told us if you have two pencils you must give one away. By Friday no one brought pencils. He said So now nobody can write. A week later he said Daddy the teacher said everyone should get the same grade. By the second test no one studied. He said So now everybody failed. Last night he asked me Daddy why do they keep making rules that make everything worse I didnt answer."
X Link 2025-11-05T16:20Z [----] followers, 171.5K engagements
"Last night he asked me Daddy why do they keep making rules that make everything worse I didnt answer. He already knew"
X Link 2025-11-05T16:37Z [----] followers, [----] engagements
"Post a detailed and financially thoughtful post I spent hours researching = [--] impressions and [--] like from a bot in a bikini Post a satirical rant after a long day in corporate America = goes viral beyond my wildest imagination Kind of sad how many people related to that one"
X Link 2025-11-05T21:49Z [----] followers, [---] engagements
"@Random501901 Thank you for the support"
X Link 2025-11-06T14:28Z [----] followers, [----] engagements
"@NeilChecking I offered but the market for rational children is tight"
X Link 2025-11-06T15:23Z [----] followers, [---] engagements
"@JayPeaIzMe Maybe not. But he knew when the candy disappeared"
X Link 2025-11-06T15:41Z [----] followers, [---] engagements
"@AvidRunner True. But at least under capitalism you can quit and start your own candy brand"
X Link 2025-11-06T15:55Z [----] followers, [---] engagements
"@AnneM24 They couldn't because there were no pencils left. That is why they all failed"
X Link 2025-11-06T16:03Z [----] followers, [---] engagements
"We had an analyst once who actually understood value creation. One afternoon after a financial review he pulled the CFO aside. He said If EBITDA drives enterprise value shouldnt I take a pay cut to increase it The CFO thought he was joking. He wasnt. He wasnt loud about it. Just observant. That night he emailed the CFO volunteering to cut his salary by $50K. Said it would add roughly $500K of enterprise value at a 10x multiple. Consider it my investment he wrote. The CFO forwarded it to the CEO. The CEO forwarded it to HR. HR said we couldnt technically stop him. For the next six months he"
X Link 2025-11-06T22:39Z [----] followers, 267.3K engagements
"New PLAN for New York City: FREE buses (NO ONE PAYS) FROZEN rent (EVERYONE WINS) GOVERNMENT grocery stores (WHAT COULD GO WRONG) $30 MINIMUM wage (NO JOBS LEFT) Theyre calling it PROGRESS I call it MATH My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might make all buses free. I asked what she thought about that. She said That sounds nice. But who buys the gas I told her thats a great question My [--] year old came home from preschool today holding a crayon drawing of a bus. She said Daddy our teacher said the city might"
X Link 2025-11-07T15:47Z [----] followers, [----] engagements
"@CREdebtlawyer Unpopular opinion: it now handles 90% of basic redlines and negotiations Not saying it will replace lawyers But it is not far away"
X Link 2025-11-08T03:14Z [----] followers, [--] engagements
"When I onboard new analysts I give them a short talk. I tell them the Patagonia vest is optional but margin expansion isnt. I explain that every meeting is urgent but none of them matter unless Im in it. I tell them to inflate the forecast early its easier to blame timing than admit reality. And when expenses dont fit the story move them below the line and call them non-recurring. They usually laugh and think Im joking. I never am"
X Link 2025-11-08T13:04Z [----] followers, [----] engagements
"Had drinks with a well-respected CEO last night We met at an upscale bar he insisted on for happy hour. Said its the only time of day I actually do any work. I ordered a beer and a burger. He asked the bartender to bring him the most expensive bottle they could find. He looked at me and said easy pro forma EBITDA adjustment. No one checks and I do it all the time. As we talked I asked how he planned to hit plan targets despite disastrous YTD sales performance. He didnt respond. Just stared off into the distance. Then one of his VPs emerged from the bathroom carrying a briefcase handcuffed to"
X Link 2025-11-08T17:43Z [----] followers, 93.6K engagements
"Much more fun being the big fish in a small pond than a small fish in a big pond Big ponds look impressive until you realize no one notices youre swimming"
X Link 2025-11-09T14:37Z [----] followers, [---] engagements
"Joined a consulting knowledge share call Topic: Best practices for saving time. The partner opened. Were all stretched thin. Efficiency is critical. The MD nodded. Lets align on a framework. The director said We should each prepare ten slides on our methods. The manager added Ill create a tracker to manage the slide creation. The senior associate said Ill send a calendar invite to prep for the prep. The associate whispered Ill take notes no one will ever read. At the 55-minute mark the partner smiled. Great work everyone. Lets schedule a follow-up. The meeting ended five minutes early."
X Link 2025-11-11T02:10Z [----] followers, [----] engagements
"Analyst asked why we adjust EBITDA Told him we dont like the original version Too negative We make it better. Cleaner. Stronger. He said the addbacks seemed aggressive. I said thats the point. Were not here to tell the truth. Were here to sell the narrative"
X Link 2025-11-13T13:46Z [----] followers, [----] engagements
"Spent the day shadowing a junior analyst. He logged in at 7:58am two monitors glowing already on his third iced coffee. At 9am he was told to make the slides prettier. No other direction. He opened PowerPoint changed the font from Arial to Calibri and waited for feedback. By [--] he was fixing footnotes. Every number tied to an Excel tab labeled DO NOT TOUCH. Lunch was eaten at his desk while updating logos on a market map and aligning them horizontally and vertically. At 3pm he got a Slack: Quick ask. It was a 70-slide model refresh due by EOD. By [--] he was still there. The office lights turned"
X Link 2025-11-14T00:41Z [----] followers, 104.7K engagements
"Spent the last month shadowing an MBA searcher who bought an HVAC business with no industry experience and a personal guarantee On Day [--] he showed up at 6:11am in a new company vest carrying spiral-bound Value Creation Roadmap decks The techs stared like he was a new species He sipped from a mug that said EBITDA and called everyone into the conference room No one knew what EBITDA meant On the whiteboard: quick wins On the projector: a three-month model forecasting 22% margin expansion By 9am he was outlining his plan to reduce SG&A as a percentage of revenue Someone asked if that meant fewer"
X Link 2025-11-15T01:04Z [----] followers, 68K engagements
"On Day [--] he spent the entire morning refinancing the business in his head The interest rate made him physically ill He whispered personal guarantee like it was both a prayer and a threat There is a major lesson there"
X Link 2025-11-15T01:15Z [----] followers, [----] engagements
"The MBA searcher Ethan Brooks"
X Link 2025-11-15T01:37Z [----] followers, [----] engagements
"Full disclosure: I am deep in #3 with no exit strategy and no contingency plan"
X Link 2025-11-15T21:25Z [----] followers, [---] engagements
"@themgmtconsult Rare but beautiful when they do Even better when you can tell all objects are perfectly aligned horizontally and vertically Nothing better than that"
X Link 2025-11-16T03:19Z [----] followers, [--] engagements
"We are living through the most important moment in human history and most people do not realize it yet. People keep comparing AI to earlier technological breakthroughs like the cotton gin the steam engine automobiles airplanes or even the internet. I used to think the same way. I used to believe this was simply another cycle of progress and that the economic shifts would follow the same predictable pattern of creative destruction. That framing is too small. We are not just in another industrial revolution. We are in a singularity style event. We are creating something that does not only"
X Link 2025-11-16T16:38Z [----] followers, 42.4K engagements
"Warning This is the longest and most serious thing I have ever written It might put you to sleep before you finish it but I believe every word and I think it matters If you make it to the end I think it will change the way you think about the moment we are living in We are living through the most important moment in human history and most people do not realize it yet. People keep comparing AI to earlier technological breakthroughs like the cotton gin the steam engine automobiles airplanes or even the internet. I used to think the same We are living through the most important moment in human"
X Link 2025-11-16T22:42Z [----] followers, 29.7K engagements
"Had dinner with two owners last night. One ran a $50M business. The other ran a $10M business. Everyone crowded around the $50M guy. I kept watching the $10M one. The $50M owner talked about scale but his gross margin was 20% and OpEx was $8M. After everything shook out he cleared maybe $2M of EBITDA. The $10M owner barely said a word. His gross margin was 50% with OpEx of $2M. He was making roughly $3M of EBITDA on 1/5th the revenue. Everyone else saw the big watch and the sports car. I saw the margin profile. Top line gets attention. Free cash flow keeps the lights on. Give me the smaller"
X Link 2025-11-21T02:39Z [----] followers, 177.2K engagements
"Great take and dont necessarily disagree with your point It comes down to an operating leverage question here The gross margin in this example is the key takeaway GM is most important IMO so you have a high degree of operating leverage as sales grow with a relatively fixed OpEx cost structure"
X Link 2025-11-21T13:53Z [----] followers, [----] engagements
"@ccmembersonly I was just thinking about which owner pays coastal country club dues and which one can actually afford them"
X Link 2025-11-21T14:39Z [----] followers, [----] engagements
"@dealflow_guy $14M 10% holdback for [--] year no earn out since owner is retiring and not driving continued performance Assuming no union"
X Link 2025-11-21T16:54Z [----] followers, [---] engagements
"@RobertMSterling I literally had to read this post [--] times to make sure I wasnt misinterpreting it You would have my support 100% Let me know how I can help"
X Link 2025-11-22T04:51Z [----] followers, [----] engagements
"@Ida_Eng @Webmiester People said the same thing when the internet first showed up: It cant even load a photo or handle basic tasks how could it ever matter Then a few years later it was running the entire global economy. I hope Im wrong TBH"
X Link 2025-11-23T03:41Z [----] followers, [--] engagements
"@10x_FCF Genius Implementing ASAP especially before the Thanksgiving holiday Great test to see who the true employees are who work even HARDER this week"
X Link 2025-11-24T14:13Z [----] followers, [--] engagements
"Spent the morning watching a nervous analyst rehearse courage outside my office He kept pretending he was just passing by which would have been more convincing if he hadnt done it [--] times Eventually he stepped in Closed the door behind him Stood perfectly still like movement might trigger something He handed me a PTO form Requesting Thanksgiving Day off He had annotated it with footnotes explaining why his family would appreciate his presence. There was even an appendix describing travel time to his childhood home formatted like a QoE. His voice cracked when he asked it I wanted to check if"
X Link 2025-11-24T16:06Z [----] followers, 10.7K engagements
"@SMB_Attorney Good advice That is why I now just say Im in accounting (not true) and ask them if they want to hear how debits and credits impact the [--] financial statements Results in a silent ride 99% of the time"
X Link 2025-11-25T00:39Z [----] followers, [---] engagements
"@JackDan66096166 Of course Wouldnt want him thinking 5pm means his 5pm"
X Link 2025-11-25T14:11Z [----] followers, [--] engagements
"Spent yesterday shadowing a PE-backed FP&A analyst He was already at his desk at 6:04am. Three monitors on. Two energy cans open. One eye twitching. The spreadsheet in front of him had [--] tabs. None were labeled. All were linked to each other. At 7:12am the CFO stopped by. Need a five year plan by lunch. The analyst asked Realistic or board ready The CFO didnt blink. Board ready. By 9:03am he was pulling revenue projections from Salesforce. Nothing tied. He typed timing variance in bold red and kept going. At 11:27am he built a margin bridge. Half the savings came from headcount reductions"
X Link 2025-11-25T18:23Z [----] followers, 57.6K engagements
"@burritobago The analyst cut most marketing heads yesterday in the model so price increases are kind of the only lever left"
X Link 2025-11-25T20:30Z [----] followers, [----] engagements
"Me: headed to my 3rd vacation home right now My team: physically absorbing the impact of a [---] question diligence request due by Friday EOD"
X Link 2025-11-26T01:54Z [----] followers, [----] engagements
"@dealflow_guy Leadership is about creating urgency you dont personally feel Well done sir"
X Link 2025-11-26T14:04Z [----] followers, [---] engagements
"@grok @BoringBiz_ Can it make up arbitrary IRR assumptions though as a plug to sell the narrative"
X Link 2025-11-26T17:20Z [----] followers, [---] engagements
"@grok @BoringBiz_ Thank goodness Creative fibbing has some time left before I file for unemployment"
X Link 2025-11-26T17:22Z [----] followers, [--] engagements
"@dealflow_guy Fair and agree I find the CPAs easier to control though (sounds terrible I know) Then some hot shot attorney on the other side"
X Link 2025-11-26T23:29Z [----] followers, [--] engagements
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