# ![@blueprintsmb22 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1698279757702455296.png) @blueprintsmb22 Blueprintsmb

Blueprintsmb posts on X about business, investment, ai, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1698279757702455296/interactions)
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- [--] Week [---------] +231%
- [--] Month [---------] +123%
- [--] Months [----------] +368%
- [--] Year [----------] +359%

### Mentions: [--] [#](/creator/twitter::1698279757702455296/posts_active)
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- [--] Week [--] +38%
- [--] Month [---] +31%
- [--] Months [---] +75%
- [--] Year [-----] +31%

### Followers: [------] [#](/creator/twitter::1698279757702455296/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698279757702455296/c:line/m:followers.svg)

- [--] Week [------] +1.70%
- [--] Month [------] +3.40%
- [--] Months [------] +58%
- [--] Year [------] +173%

### CreatorRank: [-------] [#](/creator/twitter::1698279757702455296/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698279757702455296/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  34.71% [stocks](/list/stocks)  13.22% [technology brands](/list/technology-brands)  9.09% [currencies](/list/currencies)  #4259 [financial services](/list/financial-services)  #517 [countries](/list/countries)  2.48% [cryptocurrencies](/list/cryptocurrencies)  1.65% [social networks](/list/social-networks)  1.65% [automotive brands](/list/automotive-brands)  1.65% [nfl](/list/nfl)  0.83%

**Social topic influence**
[business](/topic/business) #2666, [investment](/topic/investment) #1344, [ai](/topic/ai) 9.09%, [in the](/topic/in-the) 7.44%, [money](/topic/money) 4.96%, [acquisition](/topic/acquisition) #331, [meta](/topic/meta) 4.13%, [finance](/topic/finance) 4.13%, [biz](/topic/biz) #920, [the first](/topic/the-first) 4.13%

**Top accounts mentioned or mentioned by**
[@onemanlbo](/creator/undefined) [@jjtejkl](/creator/undefined) [@rosetrader00](/creator/undefined) [@jaredkubin](/creator/undefined) [@squidwhisperer1](/creator/undefined) [@neuron06434080](/creator/undefined) [@jamesonhaslam](/creator/undefined) [@lfrundie](/creator/undefined) [@will421973](/creator/undefined) [@cjhazard](/creator/undefined) [@lordzpain7](/creator/undefined) [@angelinvestguy](/creator/undefined) [@unklejak](/creator/undefined) [@sbadealcloser](/creator/undefined) [@stepmarkjay](/creator/undefined) [@bitcointeddy](/creator/undefined) [@peoperator](/creator/undefined) [@mikeharrisny](/creator/undefined) [@theterminal](/creator/undefined) [@1joespringsteen](/creator/undefined)

**Top assets mentioned**
[Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Oh mid terms must be coming up https://x.com/FirstSquawk/status/2021707997102453133s=20 TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP https://x.com/FirstSquawk/status/2021707997102453133s=20 TRUMP AND XI MAY ROLL BACK TARIFFS FOR UP TO A YEAR SCMP"  
[X Link](https://x.com/blueprintsmb22/status/2021727847379865710)  2026-02-11T23:27Z 17.9K followers, [----] engagements


"You have to love the confidence. My richest friend got talked into buying [--] HVAC companies all within [--] months for a consolidated $2MM EBITDA. They paid 3-4x for each one - all cash no debt w the cash funded by my friends balance sheet. His operating partner was an ex private wealth guy playing the build a platform sell to PE game. Within [--] months post close the consolidated businesses were negative cash flow. My friend fired his private wealth partner put a few of the best operations pple of the acquired businesses in charge and now the consolidated entity is doing $1mm EBITDA lol. Excel"  
[X Link](https://x.com/blueprintsmb22/status/2016407011718488442)  2026-01-28T07:04Z 17.6K followers, 157.7K engagements


"Anecdotal trucking datapoint. I'm struggling to get even local shipments delivered in the tri-state area. Seems likely to be a nasty end to January for alot of the LTL truckers. From a local provider on why the weather has been an issue: "The snow is the biggest problem. The highways are clear but getting in and out of side roads is terrible because we are not the only trucks trying to get in and out of some of these places. On top of it the cold weather is causing issues with fuel systems. Almost every other day a truck is going into the shop for repairs for rings or fuel issues. We have"  
[X Link](https://x.com/blueprintsmb22/status/2016576783483568476)  2026-01-28T18:19Z 17.6K followers, [----] engagements


"I closed on my first and only small business acquisition in late [----]. I hate having debt. I also hate that I sold some stocks to fund my equity check so my SBA debt would only be [--] pct of the capital structure vs the insane 80-90 structure many do. Selling some equities was an expensive cost of capital in retrospect. That said having the vast majority of my net worth in stocks has been an incredible inflation hedge. Sadly I own zero gold. Whoops. Its an interesting dichotomy that saving and investing while living on a ramen budget in my 20s and 30s has been a bigger wealth creator the last"  
[X Link](https://x.com/blueprintsmb22/status/2016835272638345349)  2026-01-29T11:26Z 17.6K followers, 64.8K engagements


"Pinged my distribution partners today and asked how their customers sound: "slow" Ordered some tape for all the boxes we put the plastic bags in. Asked them how business was: "slow" Most LTL truckers coming in this month said January started slow picked up for [---] weeks and now very slow. https://twitter.com/i/web/status/2017297664061157437 https://twitter.com/i/web/status/2017297664061157437"  
[X Link](https://x.com/blueprintsmb22/status/2017297664061157437)  2026-01-30T18:03Z 17.6K followers, [----] engagements


"As a kid I grew up watching Paul Pierce and Raef Lafrentz at Kansas and have followed the Jayhawks for a long time. Darryn Peterson is the most talented player Ive ever seen at Kansas"  
[X Link](https://x.com/blueprintsmb22/status/2017724459906412801)  2026-01-31T22:19Z 17.8K followers, [----] engagements


"Ive gone from circle jerk hedge fund idea lunches at Nobu [--] paid by the sellside to getting Uline catalogs shipped directly to my apartment. Dont act like you arent impressed"  
[X Link](https://x.com/blueprintsmb22/status/2018452278949372167)  2026-02-02T22:31Z 17.6K followers, [----] engagements


"My old pod PM brain rot thoughts on GOOGL (I own it). Gemini peak sentiment buyside numbers didnt really change negative catalysts of more competitor model updates in next [--] months momentum factor all caps= potential funding short My long only retail brain today of tired SMB owner making plastics bags. Revenues are showing the return on capex and you can own tech during investment cycles when revenue is accelerating so just own both GOOGL and META and buy any dips to help fund my daughters college education. https://twitter.com/i/web/status/2019192262161494121"  
[X Link](https://x.com/blueprintsmb22/status/2019192262161494121)  2026-02-04T23:32Z 17.5K followers, 14.9K engagements


"@unkle_jak i negotiate with each film manufacturer individually esp based on order size and size of film resin i play the distributors against each other to get best price"  
[X Link](https://x.com/blueprintsmb22/status/2019470922906788034)  2026-02-05T17:59Z 17.6K followers, [---] engagements


"@jjtejkl i'm also the least successful of former analysts under Dan Simkowitz which is pretty neat too META CFO (Susan) and Silverlake Private Equity CFO (Jason) both had Dan as their first boss as well"  
[X Link](https://x.com/blueprintsmb22/status/2019512372197794001)  2026-02-05T20:44Z 17.6K followers, [--] engagements


"Printed bags have lead times of 6-8 weeks generally. One of my customers is a complete PITA. Got purchase order 1/9/26. He is demanding they be shipped this week (impossible) as clear bags sometimes take [--] weeks to convert. My printer did a huge favor and printed them last night. I told the customer I'll have a team member come in at 5am on Saturday to convert the printed bags for Monday shipping. His response "Thx." Flashback to making changes to a pitchbook at 4am as a junior analyst before a Managing Director's flight from Laguardia at 10am and getting "thx much" email when the books were"  
[X Link](https://x.com/blueprintsmb22/status/2019513549567987956)  2026-02-05T20:48Z 17.6K followers, [----] engagements


"OpenAI investors watching equity markets react to lower than expected free cash flow projections from AMZN/META/GOOGL in [----] ahead of a potential Q4 IPO where they will show an insane cash burn"  
[X Link](https://x.com/blueprintsmb22/status/2019541530953031930)  2026-02-05T22:39Z 17.6K followers, [----] engagements


"Different model. They buy in bulk from overseas while using their internal capabilities to customize. We make really hard to make bags that require pretty stringent documentation for pharma or food purposes. I spend probably [--] pct of time sending documents that the resin I use has zero PFAS etc. I focus more on pharma and food. Apparel bags are very custom so they cant really work w more commoditized offerings like a vista print https://twitter.com/i/web/status/2019542491771396262 https://twitter.com/i/web/status/2019542491771396262"  
[X Link](https://x.com/blueprintsmb22/status/2019542491771396262)  2026-02-05T22:43Z 17.6K followers, [--] engagements


"@SBAdealCloser Would guess mostly due to fear about the personal guarantee The rates and [--] year amort pretty good in sba"  
[X Link](https://x.com/blueprintsmb22/status/2019548458324254886)  2026-02-05T23:07Z 17.6K followers, [----] engagements


"First of many increase letters from film manufacturers in response to the resin increase https://x.com/blueprintsmb22/status/2019429497737449915s=20 Wild. The plastic resin industry despite absolute terrible demand got it's normal January [--] cent increase (for context this represents an approximately high single digit percentage increase) as suppliers just stopped producing it seems. It gives me cover to increase price https://x.com/blueprintsmb22/status/2019429497737449915s=20 Wild. The plastic resin industry despite absolute terrible demand got it's normal January [--] cent increase (for"  
[X Link](https://x.com/blueprintsmb22/status/2019558097619137000)  2026-02-05T23:45Z 17.6K followers, [----] engagements


"Standard scenario analysis with my hedge fund founder buddy before the weekend. Good to know what lines he wouldnt cross for material success. Racism No. Adult diapers Sure. My team and I will be working for on Saturday again to get plastic bags out for customers early next week - grateful to be busy tbh. Hope everybody has a great weekend https://twitter.com/i/web/status/2019733934456570202 https://twitter.com/i/web/status/2019733934456570202"  
[X Link](https://x.com/blueprintsmb22/status/2019733934456570202)  2026-02-06T11:24Z 17.6K followers, [----] engagements


"I was wrong here (hey man I just make plastic bags). The Q4 revenue growth and Q1 guide was far better than expected. Fact META is down YTD after that print seems silly tbh https://x.com/blueprintsmb22/status/1983827160109383714s=20 META will be the pod funding short from here. Large liquid/trades like water not getting taken out. Quality/momentum/size factor offset from the large cap quality you actually want to own. Revenue deceleration into an investment cycle which I've never seen work for a tech https://x.com/blueprintsmb22/status/1983827160109383714s=20 META will be the pod funding"  
[X Link](https://x.com/blueprintsmb22/status/2019792080520761513)  2026-02-06T15:15Z 17.6K followers, 16.6K engagements


"@Stepmark_Jay i think it highlights how badly he wants to win. he's a competitive one lol"  
[X Link](https://x.com/blueprintsmb22/status/2019810416755679709)  2026-02-06T16:28Z 17.6K followers, [--] engagements


"complex and complicated discussion on liquidity and asset prices and given the recent volatility in bitcoin and other risk assets it's a relevant discussion. alot below but in short the AI trade has some funding risks which honestly won't impact main street that much but could: 1) put downward pressure on asset prices (stock prices and potentially home prices from negative wealth effect) 2) result in more downward pressure in white collar employment. but this is a tiny bubble that shouldn't impact where you and i operate too much main street (i don't think for now at least). this AI crowding"  
[X Link](https://x.com/blueprintsmb22/status/2020087513600143382)  2026-02-07T10:49Z 17.6K followers, [--] engagements


""Youre not even a good trader. Youre just lucky." "Tell me. Whats the difference" I actually saw a similar interaction early in my career at a mega pod. Eventually the "lucky" trader was escorted out after a nasty drawdown [--] months later. https://x.com/LG_004/status/2019829285499060571s=20 #Industry S3 Ep4 ladies and gentlemen. https://t.co/FMF9LM8i1v https://x.com/LG_004/status/2019829285499060571s=20 #Industry S3 Ep4 ladies and gentlemen. https://t.co/FMF9LM8i1v"  
[X Link](https://x.com/blueprintsmb22/status/2020104494818693154)  2026-02-07T11:56Z 17.8K followers, 320.8K engagements


"@rosetrader00 did my third year in corp finance then straight to single manager hedge fund then pod"  
[X Link](https://x.com/blueprintsmb22/status/2020106016763875709)  2026-02-07T12:03Z 17.6K followers, [---] engagements


"Seeing this video on my timeline randomly reminded me of a wedding in late [----] I went to in Boston. My wife was working for a company owned by a billionaire and one of the employees was getting married and Robert Kraft was in attendance. I was excited because when I saw the dinner table assignments he was going to sit at our table. Kraft made his billions in packaging and I (just a burnt out finance guy) has just purchased a tiny plastic bag manufacturing biz. Obviously we were the same pple right Lol jk. Sadly he left right after the ceremony. Instead we sat next to a couple from Miami"  
[X Link](https://x.com/blueprintsmb22/status/2020439000243155122)  2026-02-08T10:06Z 17.8K followers, 21.8K engagements


"@Bitcoin_Teddy Die with Zero Bill Perkins vibes"  
[X Link](https://x.com/blueprintsmb22/status/2020444527685763581)  2026-02-08T10:28Z 17.6K followers, [---] engagements


"I have gotten DMs emails texts and LinkedIn messages asking me if there have been business books or resources Ive found helpful as a first time business owner. In short no. Sadly everything Ive learned is through just waking up and getting punched in the face as a first time business owner. Revenues are down 10-15 pct since I acquired by business in late [----] which would make even traditional media companies say dam thats bad but below are things Ive done to earn a good return on my investment despite zero operating experience: 1) Seller previously only purchased [--] rail cars of branded"  
[X Link](https://x.com/blueprintsmb22/status/2020469377741553965)  2026-02-08T12:06Z 17.8K followers, [----] engagements


"@PEoperator Foots w this article from last year no https://www.msn.com/en-us/money/other/the-golden-handcuffs-are-off-private-equity-employees-leave-for-smaller-firms/ar-AA1QNKl9 https://www.msn.com/en-us/money/other/the-golden-handcuffs-are-off-private-equity-employees-leave-for-smaller-firms/ar-AA1QNKl9"  
[X Link](https://x.com/blueprintsmb22/status/2020642076245753959)  2026-02-08T23:33Z 17.8K followers, [---] engagements


"SMB life - the pain tolerance starting year [--] is starting to show. After working most of Saturday (which included getting on a roof at [---] wind chill to patch up the roof w the maintenance guy) I showed up to work at 4am today per usual. 1) Pipes frozen again for the third time in [--] weeks despite heat being kept on all weekend. Later find out maybe a thermocouple stopped working on one of the heaters which is maybe the pipes froze but I will find out later today (HVAC guys coming in). Plumbers came in at 8am to send a current to thaw out the pipes and now water flows and bathrooms can be used"  
[X Link](https://x.com/blueprintsmb22/status/2020909835529736238)  2026-02-09T17:17Z 17.8K followers, [----] engagements


"These are the costs. Many of my friends pay these costs for their kids. Its insane to me but I went to a public high school in Kansas. What I will say is that there are few business models have more pricing power than elite private education. When I went to college [--] decades ago my freshman class at Brown was like [----] kids. Now its 1700-1800 Thats sub [--] pct growth a year in supply Not a shock prices have gone up a lot. Now consider how large these endowments have grown as well. Imagine any luxury good company only growing its installed base of product sub [--] pct a year Prices would go to the"  
[X Link](https://x.com/blueprintsmb22/status/2021006494053880024)  2026-02-09T23:41Z 17.8K followers, 32.5K engagements


"Dunno. [--] pct acceptance rate suggests pple want to go there. My experience is dated but in my Morgan Stanley analyst class of [---] [--] were from brown. Only Harvard and Wharton had more. Today I dont know. Maybe brown is not as popular w the Wall Street banks while I would imagine tech jobs maybe are more desired for top graduates than Wall Street but I honestly dont know. No idea if the top tech firms recruit there heavily Generally outside of very narrow career paths like banking consulting and tech or going to top grad schools I dont think where one goes to college matter that much in the"  
[X Link](https://x.com/blueprintsmb22/status/2021107687174332635)  2026-02-10T06:23Z 17.8K followers, [---] engagements


"@JaredKubin not with those compares and not with my attitude"  
[X Link](https://x.com/blueprintsmb22/status/2021214732498194657)  2026-02-10T13:28Z 17.8K followers, [---] engagements


"Hope he's crushing it YTD https://x.com/blueprintsmb22/status/1987512533083943083s=20 Imagine having this name and 1) working at a pod and 2) covering oil and not AI heavy TMT during this generational stock market run. I hope hes having a career year (no reason to think hes not an awesome person) https://t.co/RAoSVbvgOo https://x.com/blueprintsmb22/status/1987512533083943083s=20 Imagine having this name and 1) working at a pod and 2) covering oil and not AI heavy TMT during this generational stock market run. I hope hes having a career year (no reason to think hes not an awesome person)"  
[X Link](https://x.com/blueprintsmb22/status/2021968146748588481)  2026-02-12T15:22Z 17.9K followers, 34K engagements


"Got a courtesy call from PSEG that the electricity at my factory would be shut off in two hours today. Problem is my utility is Orange & Rockland. I laughed and asked why they think this scam keeps working. Immediately the caller hung up. https://x.com/blueprintsmb22/status/2017971393892065622s=20 SMB owner buddy got caught in a well known electricity scheme fraud. Random phone call from somebody saying your electricity will be shut off in an hour due to unpaid invoice and to call the utility at xyz number to prevent power being shut off in an hour. I get this call once a"  
[X Link](https://x.com/blueprintsmb22/status/2022427755342946622)  2026-02-13T21:48Z 17.9K followers, [----] engagements


"Real estate doesnt fascinate me as much as it does for many but its hard not to think the housing market affordability issue could be meaningfully helped by more supply. Im sure Im oversimplifying and am absolutely not a real estate expert. My background is public markets and now small business ownership. I dont pretend to know much about real estate. Friend said his buddy was in town for a work trip and they met for drinks in NYC. His buddy purchased a $700k condo in Austin Texas pre COVID for $700k at a 2-3 pct interest rate. Value peaked at $1.2mm. Now worth $600k. His buddy is under water"  
[X Link](https://x.com/blueprintsmb22/status/2016405034838176129)  2026-01-28T06:56Z 17.8K followers, [----] engagements


"Let's go. New business credit card with $55k credit limit with 0% for [--] months. https://x.com/blueprintsmb22/status/2014798502946091378s=20 My business banker at Bofa stopped by today. Awkward as heck but a super nice guy. I've told him I absolutely hate drive byes but he can't help himself. Today he tried to get me to move some of my business checking into a CD at a.(wait for it).2.65% rate. Hard pass. https://t.co/dxOahslaVa https://x.com/blueprintsmb22/status/2014798502946091378s=20 My business banker at Bofa stopped by today. Awkward as heck but a super nice guy. I've told him I"  
[X Link](https://x.com/blueprintsmb22/status/2019839451518701962)  2026-02-06T18:23Z 17.8K followers, 11.1K engagements


"definitely the worst business model.still heavily concentrated ad business.hard to imagine what META would look like without the $20bn combined acquisition of instagram ($1bn) and whatsapp ($19bn).they have the worst track of record of spending money organically and getting a return on it.GOOGL/AMZN/MSFT have cloud and some other growth drivers at this price/valuation META seems interesting but i agree the story is by far worse of the others this past week feels more like de-risking/de gross of leverage in the ETF community and some unwind of the pods"  
[X Link](https://x.com/blueprintsmb22/status/2020090536321835432)  2026-02-07T11:01Z 17.8K followers, [---] engagements


"Morning- we are under new management and re underwriting all of our vendor relationships. Please quote the below and provide lead times. A number of your competitors are offering us net [--] terms. Is that something you would match Thank you and I will be back with feedback in a month. https://twitter.com/i/web/status/2020494120444108889 https://twitter.com/i/web/status/2020494120444108889"  
[X Link](https://x.com/blueprintsmb22/status/2020494120444108889)  2026-02-08T13:45Z 17.8K followers, [--] engagements


"@OneManLBO new CFO getting their stock options priced after earnings and setting a soft initial guidance only to murder guidance one quarter in"  
[X Link](https://x.com/blueprintsmb22/status/2021580955308245155)  2026-02-11T13:43Z 17.8K followers, [----] engagements


"@squidwhisperer1 oh boy. i use local LTL guys for in state deliveries.i have stories there too including one driver leaving several lincoln logs in our warehouse bathroom without flushing. whole industry loves to disappoint"  
[X Link](https://x.com/blueprintsmb22/status/2022009076310520155)  2026-02-12T18:05Z 17.9K followers, [---] engagements


"Why is customer concentration risk for SMB acquisitions a big deal you ask Cool I get it. You worked at Goldman Sachs and then Blackstone before doing a few years at Point72 before getting disillusioned about spending more time on factors and if next week's compares for Yipit get harder or easier as your team thinks about sizing positions. You want out. You want to control your own destiny. Business ownership is for you. You approached your life in an "aggressive spreadsheet mode" and know your monthly burn rate and communicated to your fiance at what net worth you guys can start trying for"  
[X Link](https://x.com/blueprintsmb22/status/1994481554907959556)  2025-11-28T19:00Z 17.9K followers, 45.6K engagements


"My business banker at Bofa stopped by today. Awkward as heck but a super nice guy. I've told him I absolutely hate drive byes but he can't help himself. Today he tried to get me to move some of my business checking into a CD at a.(wait for it).2.65% rate. Hard pass. With my AR creeping to highs I'm fine being capital inefficient as it's annoying that in the start of year [--] of business ownership I feel like I'm rebuilding working capital in the business. What he did get me to bite on was getting a THIRD Bofa credit card with [--] months at 0%. Free money is always cool for me. There must be some"  
[X Link](https://x.com/blueprintsmb22/status/2014798502946091378)  2026-01-23T20:32Z 17.9K followers, 26K engagements


"LOL. How insufferable are alot of tech W2s going to be when giving advice to their college age kids in [--] years Dad: "Just work hard get into a good school and work at a good company for [--] years and retire. I don't see the problem." Son: "But Dad you worked at Nvidia for [--] years and were getting stock sub $10 for decades Now AI is wrecking the market for junior white collar roles and I'm debating if being an electrician is a better financial path" https://x.com/MerrynSW/status/2017535790536917373s=20 The answer just so you know is go to work at Tesla get stock options and see them go up 6"  
[X Link](https://x.com/blueprintsmb22/status/2017565765373690309)  2026-01-31T11:48Z 17.9K followers, 327.7K engagements


"Such an important message. Ex Goldman Sachs employee and now CEO of $250MM filter business. Cautionary tale. He could absorb a hit like this. Many can't https://x.com/davidfilterbuy/status/2021283086663549394s=20 I lost $4.5 million buying a business that looked perfect on paper. The P&L was clean. The reality behind it was not. https://t.co/xBHkXIa4Lh https://x.com/davidfilterbuy/status/2021283086663549394s=20 I lost $4.5 million buying a business that looked perfect on paper. The P&L was clean. The reality behind it was not. https://t.co/xBHkXIa4Lh"  
[X Link](https://x.com/blueprintsmb22/status/2021296332351082955)  2026-02-10T18:52Z 17.9K followers, 35.4K engagements


"Whats the catalyst path I want to believe but pple got their AWS acceleration last quarter and nobody cared given capex arms race. Google pple were literally short given DOJ overhang which meant long onlies couldnt own it while ChatGPT was supposed to kill search. Catalyst path was rich for GOOGL at [---] as they debunked the bullet points of the short case in the following [--] months My pushback is the AMZN bull case is well understood and its well owned actually https://twitter.com/i/web/status/2022685961021198497 https://twitter.com/i/web/status/2022685961021198497"  
[X Link](https://x.com/blueprintsmb22/status/2022685961021198497)  2026-02-14T14:54Z 17.9K followers, [----] engagements


"Imagine having this name and 1) working at a pod and 2) covering oil and not AI heavy TMT during this generational stock market run. I hope hes having a career year (no reason to think hes not an awesome person)"  
[X Link](https://x.com/blueprintsmb22/status/1987512533083943083)  2025-11-09T13:28Z 17.9K followers, 621.2K engagements


"Senior analyst at Point72 telling biz development at competitors why hes ready to make the jump to portfolio manager and deserves a shot https://x.com/RealEmirHan/status/1999605582378967488s=20 Timothe Chalamet says hes given top-of-the-line performances these last seven or eight years I dont want people to take it for granted. I dont want to take it for granted. This is really some top-level sh*t. https://t.co/4E1zmgOqOB https://x.com/RealEmirHan/status/1999605582378967488s=20 Timothe Chalamet says hes given top-of-the-line performances these last seven or eight years I dont want people to"  
[X Link](https://x.com/blueprintsmb22/status/1999711743858385035)  2025-12-13T05:23Z 17.9K followers, 48.7K engagements


"For the first time post closing my manufacturing deal I feel my business is well positioned to take market share in a really challenging backdrop for manufacturing. We just sent sample bags to Nashville that could alone yield a mid [--] figure annual blanket order. I told my commission sales guy if we land this it will allow me to fund a modest salary with an offset in his commission rate. His response He would rather just keep a [--] pct commission as he wants the upside We are more actively involved in RFQ (request for quotes) where competitors have gone bankrupt. The bad news means that those"  
[X Link](https://x.com/blueprintsmb22/status/2019177955180617766)  2026-02-04T22:35Z 17.9K followers, [----] engagements


"And people said AI was going to kill investment banking accounting and legal jobs first. https://x.com/Hedgeye/status/2020266662969344130s=20 The Decline of U.S. Software Developer Jobs https://t.co/1pHbCdQ3Mb https://x.com/Hedgeye/status/2020266662969344130s=20 The Decline of U.S. Software Developer Jobs https://t.co/1pHbCdQ3Mb"  
[X Link](https://x.com/blueprintsmb22/status/2020434494030049329)  2026-02-08T09:48Z 17.9K followers, [----] engagements


"RT @mikeharrisNY: Something big"  
[X Link](https://x.com/blueprintsmb22/status/2021742057446900027)  2026-02-12T00:24Z 17.9K followers, [---] engagements


"Below I summarize my journey of ETA (entrepreneurship through acquisition) on my [--] year anniversary. The TLDR is = its hard as hell most should NEVER pursue this path but Im glad I did as its http://x.com/i/article/1848669248672997376 http://x.com/i/article/1848669248672997376"  
[X Link](https://x.com/blueprintsmb22/status/1848670098858364968)  2024-10-22T10:17Z 17.9K followers, 282.8K engagements


"status = identity. get good grades. go to top school. get top banking/consulting job. maybe MBA. pivot to "next" step in corporate/hedge funds/PE etc. brunches cocktail parties are spent sharing what is going on at work. in NYC/SF the first question is "what do you do for work." this was my path the first [--] decades of my career. best thing i ever did for my mental health was leaving the fish bowl of finance and NYC at the same time. spending my day working in a factory and living a less busy life in new jersey has meaningfully reduce my daily stress but i had to basically be okay with"  
[X Link](https://x.com/blueprintsmb22/status/1981659255749906816)  2025-10-24T09:49Z 17.9K followers, 1.1M engagements


"Impressive. Also feels like a sporting event created by a white man after consistently being picked last in pickup basketball games at the local YMCA https://x.com/NBCOlympics/status/2021285243680854130s=20 Sub-six-minute mile pace uphill on skis: #WinterOlympics SPEED. 🔥 https://t.co/trof9rs4zf https://x.com/NBCOlympics/status/2021285243680854130s=20 Sub-six-minute mile pace uphill on skis: #WinterOlympics SPEED. 🔥 https://t.co/trof9rs4zf"  
[X Link](https://x.com/blueprintsmb22/status/2021746576989798686)  2026-02-12T00:42Z 17.9K followers, [----] engagements


"SMB owner buddy got caught in a well known electricity scheme fraud. Random phone call from somebody saying your electricity will be shut off in an hour due to unpaid invoice and to call the utility at xyz number to prevent power being shut off in an hour. I get this call once a month. My friend panicked as this was the first time ever he received this call and the person who picked up the call told him he had to pay via prepaid cards at various retail locations. Cost him $10k. No utility would operate their business this way. They would never put a customer in such a stressful situation. Be"  
[X Link](https://x.com/blueprintsmb22/status/2017971393892065622)  2026-02-01T14:40Z 17.9K followers, 60.5K engagements


"This investment thesis (if believed by disgruntled portfolio managers at Point72 and Citadel looking for a career pivot) is going to take SMB multiples to the moon 🚀🚀🚀 https://x.com/Chris_Petkas/status/2020166182607917269s=20 List of industries that will produce the most valuable SaaS companies of the next decade: HVAC Roofing Painting Recycling Plumbing Electrical Warehousing Laundromats Car washes Construction Pest control Landscaping Property services https://x.com/Chris_Petkas/status/2020166182607917269s=20 List of industries that will produce the most valuable SaaS companies of the"  
[X Link](https://x.com/blueprintsmb22/status/2020439887808270821)  2026-02-08T10:09Z 17.9K followers, 23.2K engagements


"Confirms that college was peak life. Wish I knew how good I had it back then https://x.com/readswithravi/status/2020460098649460804s=20 The highest form of wealth is the ability to wake up every morning and say I can do whatever I want today. Morgan Housel https://x.com/readswithravi/status/2020460098649460804s=20 The highest form of wealth is the ability to wake up every morning and say I can do whatever I want today. Morgan Housel"  
[X Link](https://x.com/blueprintsmb22/status/2020500487943123108)  2026-02-08T14:10Z 17.9K followers, 70.3K engagements


"Impressive. In college I took as many guts as possible made bad decisions and went the boring safe Wall Street path. This guy casually ran a $4mm hvac biz in college and now is IPOing a power company. Some pple are just built to win https://x.com/Samuel_Gibson_/status/2020957945903595617s=20 https://x.com/Samuel_Gibson_/status/2020957945903595617s=20"  
[X Link](https://x.com/blueprintsmb22/status/2021101723385803097)  2026-02-10T05:59Z 17.9K followers, 477.5K engagements


"Good read. Late 20s / early 30s is still young enough to take some big risks is what I would tell my younger self. The AI risk is a real variable now to think through though. Id tell my [--] year old self to think more about what I want to be doing in my 40s and how I can get there versus maximizing near term comp. Curious what others would say. My reward for leaving a traditional path is daily knife fights and 4am wake ups as a first time business owner https://x.com/Jack_Raines/status/2021333416524865710s=20 https://t.co/N8tor7OdyD https://x.com/Jack_Raines/status/2021333416524865710s=20"  
[X Link](https://x.com/blueprintsmb22/status/2021357661649093109)  2026-02-10T22:56Z 17.9K followers, 172.8K engagements


"This AI is going to take over white collar jobs/ change life as we know feels overdone. Does anyone remember PIBs (public information books) These terrible wastes of paper used to be made for junior investment banking analysts to spread out comparable company analysis and including public filings such as 10ks 10qs public transcripts sellside research earnings transcripts etc. Analysts literally would pore over these for HOURS to scrub clean EBITDA numbers by reading public filings to strip out 1x items. When Factset and CapitalIQ came out with excel plug ins [--] decades ago I remember"  
[X Link](https://x.com/blueprintsmb22/status/2021534577458565206)  2026-02-11T10:39Z 17.9K followers, 24.7K engagements


"I became an economics major in college after deciding pre-med was not the path I wanted to do anymore. Economics was pretty easy. I remember when my peers in Engineering would tell me they thought they got 50% of their mid term right which should be "good enough for a solid B" given how these classes were graded on a curve. I was like that doesn't seem right that future building and bridge engineers are fine getting half of an exam right while being awarded passing grades. Bureau of Labor Statistics: Hold my beer. "Almost [--] million jobs erased from December [----] nonfarm payrolls.""  
[X Link](https://x.com/blueprintsmb22/status/2021540873066958884)  2026-02-11T11:04Z 17.9K followers, 33.9K engagements


"2 decades ago dinner allowance was $25 for investment banking analysts at Morgan Stanley when I worked there. $35 is like a sub [--] pct inflation rate for [--] decades. Goldman successfully hit the Feds target inflation rate w their food allowance. Everybody clap. https://x.com/exec_sum/status/2021399190824419663s=20 BREAKING: Goldman Sachs raises dinner allowances for employees working past 8pm from $30 to $35. https://t.co/paTGR4felM https://x.com/exec_sum/status/2021399190824419663s=20 BREAKING: Goldman Sachs raises dinner allowances for employees working past 8pm from $30 to $35."  
[X Link](https://x.com/blueprintsmb22/status/2021736619741425672)  2026-02-12T00:02Z 17.9K followers, 660.4K engagements


"AI risk to LTL truckers lol. Zero shot. Estes was supposed to pickup a pallet last week by close time at 4pm. They do deliveries in the morning and pickups in the afternoon and for some reason struggle to get to my dock by our 4pm close time. I called customer service at 2pm to ensure they are picking up at 4pm. They say yes. I go online at 330pm and see that my pickup has been delayed/rescheduled. I guess driver didn't think he could make 4pm so he rescheduled. I complain to customer service and demand they pick it tomorrow but on Fridays we close at noon. They assure it will be picked up."  
[X Link](https://x.com/blueprintsmb22/status/2022000396873445496)  2026-02-12T17:30Z 17.9K followers, 32.4K engagements


"no. if you use your home equity to down size buy a biz or rent and put in the stock market maybe.but i have friends that bot $500k homes now worth [--] figures with 2-3% mortgages with [--] kids. that home equity is basically worthless. if they sell the home they can now buy a [--] figure home with a 6-7% mortgage that is half the size of their current home. they still need a home for themselves and their [--] kids"  
[X Link](https://x.com/blueprintsmb22/status/2022008817358451152)  2026-02-12T18:04Z 17.9K followers, [----] engagements


"@NeuRon06434080 XPO is good - problem is their rates reflect it as they have become more like old dominion.i don't use them that much coz their pricing is like 20-30% higher than what i'm currently getting but i'm always happy when i'm shipping collect and my customer chooses XPO"  
[X Link](https://x.com/blueprintsmb22/status/2022022091001016501)  2026-02-12T18:56Z 17.9K followers, [---] engagements


"Maintenance guy: Roof is leaking a bit and not much we can do until all the snow melts on the roof as hard to put any seal on. Me: No. Maintenance guy: Huh Me: No. Unless you want to quote these bags and call these customers on past due invoices someone is going to need to find a solution. Come out to this later today. FUGLY but no more leaks"  
[X Link](https://x.com/blueprintsmb22/status/2022044367717077088)  2026-02-12T20:25Z 17.9K followers, 27.3K engagements


"Everybody saying AI risk destroying sectors such as transports software financial services etc yet NVDA is flat since August [----]. Consumer pods are short WMT and are in tears. My group text chats w portfolio managers have gone silent as it's clear whatever is going on is not funny anymore. A few have pinged me directly and shared that "down a little YTD.don't think at risk (of getting canned).yet." I have yet to read much of any thoughtful analysis of what pple think is really going on. Just pain and [--] letter words. I don't get the sense there has been real capitulation yet as the muscle"  
[X Link](https://x.com/blueprintsmb22/status/2022262093957775540)  2026-02-13T10:50Z 17.9K followers, [----] engagements


"Setup a [--] pallet pickup today by XPO via Worldwide at [--] to Denver Colorado. We close at noon on Fridays but I put in the pickup request I would stay until 2pm. Email sales rep who emails terminal (copies me). They claim impossible given that driver has [--] deliveries and the pickup request just came in 11am. Emails back and forth and terminal/dispatch texts driver and he agrees to pickup pallets at 2pm. Well done XPO https://x.com/blueprintsmb22/status/2022000396873445496s=20 AI risk to LTL truckers lol. Zero shot. Estes was supposed to pickup a pallet last week by close time at 4pm. They do"  
[X Link](https://x.com/blueprintsmb22/status/2022346413414154320)  2026-02-13T16:25Z 17.9K followers, [----] engagements


"@1JoeSpringsteen you and @MikeBotkin_ are on the same page yeah the residential side seems like a super competitive customer acquisition game which benefits the scaled players that know how to win that game working capital/payment terms of commercial leave alot to be desired though"  
[X Link](https://x.com/blueprintsmb22/status/2022375184380891556)  2026-02-13T18:19Z 17.9K followers, [----] engagements


"Time $ Younger SMB owner (30 years old) lamented to me his lack of liquidity after several years of business ownership given the preferred investment that funded most of the equity check which means he cant take distributions until the entire preferred investment is paid off. Staying in finance would have resulted in more personal financial liquidity but his quality of life is way better now and he controls his destiny more. He admitted he was jealous of the personal liquidity I have outside of the business. In response I told him he was doing great and threw out an arbitrary number of $5mm"  
[X Link](https://x.com/blueprintsmb22/status/2022471891768770958)  2026-02-14T00:44Z 17.9K followers, [----] engagements


"Long only software investors being forced to describe the last [--] months in [--] words https://x.com/AtRealBen/status/2022327226969276922s=20 💀 https://t.co/gNn3zjyZCL https://x.com/AtRealBen/status/2022327226969276922s=20 💀 https://t.co/gNn3zjyZCL"  
[X Link](https://x.com/blueprintsmb22/status/2022475417584808084)  2026-02-14T00:58Z 17.9K followers, [----] engagements


"Is this how the path from W2 to biz owner to course seller/influencer works lol 😉@jamesonhaslam @BigDemoPrez"  
[X Link](https://x.com/blueprintsmb22/status/2022715716349067697)  2026-02-14T16:53Z 17.9K followers, [----] engagements


"@roshanpateI he will have a long career in private equity"  
[X Link](https://x.com/anyuser/status/1949911289729593620)  2025-07-28T19:14Z 17.8K followers, 423.6K engagements


"In my old hedge fund life I had a junior analyst who was one of the nicest people Ive ever worked with. Obviously in finance sadly this is more of an anomaly. He had joined from another pod where I believe he shared his previous PM was a former NFL referee (Huh What). This kid was from the Midwest never cursed didnt drink and probably drank [--] diet cokes a day and spent way too much time talking about Harry Potter. I would always remember whenever one of the senior analysts would have a horrific earnings season (like lost us $10-15mm in a week) he would always say you cant have a comeback"  
[X Link](https://x.com/blueprintsmb22/status/1951061642663567759)  2025-07-31T23:25Z 17.8K followers, 215.4K engagements


"Your 20s are for learning. What you make in your 20s will have less correlation than you think in your 30s and 40s. Learning what you hate is just as important as learning what you like. Choose a career path you think you can do well for a long period of time. Maximizing near term comp doing something that is going to potentially cause you to burn out or have a mental breakdown in a few years is not worth it"  
[X Link](https://x.com/blueprintsmb22/status/1952827080804356147)  2025-08-05T20:20Z 17.8K followers, 16.7K engagements


"Yesterday afternoon I had coffee with someone who asked why I was always "on." The simple TLDR answer: "I'm a broken and tired Korean man and don't know anything else. Honestly I'm grateful I was adopted from South Korea at age [--] and my parents would be fine if I worked retail folding sweaters at Old Navy back home in Leawood Kansas but I've always felt compelled to push myself- honestly don't know why." He asked what I meant. I shared my dumb life trajectory and how it was me basically chasing stuff that was relatively aimless as it was just following the crowd. More importantly each"  
[X Link](https://x.com/anyuser/status/1953024613316804926)  2025-08-06T09:25Z 17.8K followers, 19.3K engagements


"One of my biggest realizations almost [--] years as an operator is general embarrassment of how I used to grill management teams on how they ran their businesses. I have no doubt management teams think most public market investors are clowns"  
[X Link](https://x.com/blueprintsmb22/status/1953097923417252175)  2025-08-06T14:16Z 17.8K followers, 65.8K engagements


"@michaelfiore Im in year [--] and Im already like this. Ive just learned very quickly the red flags of a bad employee- they are incredibly expensive"  
[X Link](https://x.com/blueprintsmb22/status/1955260279974932934)  2025-08-12T13:29Z 17.8K followers, 11.4K engagements


"MBA visiting factory: So do you use AI in your pricing models Me: Yes we are [---] pct AI now. MBA: Wow really This could really expand the exit multiple Me: Asian Intuition. I basically use excel and guess what is required to win the bid. MBA: Oh thats disappointing. Me: No doubt"  
[X Link](https://x.com/blueprintsmb22/status/1955330081615917462)  2025-08-12T18:06Z 17.8K followers, 22.2K engagements


"Below is the one pager I would give my junior analysts back in the day (pod model) https://x.com/S_curvecap/status/1957107546101014936 https://x.com/S_curvecap/status/1957107546101014936"  
[X Link](https://x.com/blueprintsmb22/status/1957132295464276028)  2025-08-17T17:27Z 17.8K followers, 159.9K engagements


"Idea Generation / Weekly Process for Analysts (pods only). This advice is for analysts in the pod model covering 30/40 stocks. This was helpful to get from my team members and may not work for all teams. Weekly Comp Sheet -Have your entire coverage space sorted by subsector with daily weekly monthly [--] month [--] month and [--] month stock performance -Include RSI and short interest data -Have a trading range for every stock with risk/reward (ie 30% upside 10% downside is 3x1) so you can objectively look at your coverage and see where the risk/rewards are interesting on a weekly basis Weekly 3P"  
[X Link](https://x.com/blueprintsmb22/status/1957377424347517111)  2025-08-18T09:41Z 17.8K followers, 89.7K engagements


"@FabrizioRomano 25mm w buyback clause for a player who was going to get zero playing time. Good business for Liverpool"  
[X Link](https://x.com/blueprintsmb22/status/1957388331341250581)  2025-08-18T10:25Z 17.8K followers, 15.6K engagements


"Chenmark on the Ivy League Paradox"  
[X Link](https://x.com/blueprintsmb22/status/1959203305801838868)  2025-08-23T10:37Z 17.8K followers, 25.5K engagements


"Two anecdotes from this past week. Met with an impressive young person w an engineering background with a stable W2 in NYC who has grinded for a decade and is frustrated w following the real estate ownership path (owns [--] properties) given long payback and unexpected costs (ie $50k new roof for one property despite him reducing labor costs by helping install the roof himself). Hes been searching for a biz to buy [--] years and has saved enough he can buy a decent sized business ($3-5mm). He is a doer and will do very well I believe in this path. Late 20s. He stopped by the factory yesterday- I"  
[X Link](https://x.com/blueprintsmb22/status/1961740987321008620)  2025-08-30T10:41Z 17.8K followers, 34.3K engagements


"@Corballyred Hes played really well todays Robertson wld have been run past and we cld easily be down 2-0"  
[X Link](https://x.com/blueprintsmb22/status/1962189767338061904)  2025-08-31T16:24Z 17.8K followers, 15.9K engagements


"@Lfc__Vision [----] Trojan Horse - thanks Pep"  
[X Link](https://x.com/blueprintsmb22/status/1962201817455923286)  2025-08-31T17:12Z 17.8K followers, [----] engagements


"Wife just sent me this video of early Saturday morning of me and my daughter looking for sea shells. In [--] years I will probably be willing to give up most of my net worth to go back this period of my life. Currently my daughter thinks Im still cool and I like that"  
[X Link](https://x.com/blueprintsmb22/status/1962837747707630049)  2025-09-02T11:19Z 17.8K followers, 992.8K engagements


"@AnythingLFC_ He actually made an argument for why Liverpool will win the league again and doesnt even realize it"  
[X Link](https://x.com/blueprintsmb22/status/1962857828596465782)  2025-09-02T12:39Z 17.8K followers, 18.4K engagements


"At one of the big pods I worked at one of the partners told a group of us that basically a good model and data was table stakes (yes agreed) and sometimes the best use of time was finding stocks that Fidelity or Wellington could/would look to size up intraquarter by finding catalysts such as mgmt change or a ruling that could remove an overhang on a cheap stock long onlies want to buy but cant currently. He left and raised billions for his own fund. Wonder what hes advising team to do w GOOGL. This feels like it can run for a bit. https://x.com/wallstengine/status/1962971602947101163 U.S."  
[X Link](https://x.com/blueprintsmb22/status/1962985641094119434)  2025-09-02T21:07Z 17.8K followers, 45.7K engagements


"I did a brief stint at Dodge & Cox at a very junior level. Analysts (post MBA position) would take months to do research before presenting an idea to the entire firm. DCFs basically were aggressively discouraged as a framework for valuation. Firm believed you needed to have a fundamental view on management and how they would allocate capital with a focus/priority put on organic over inorganic uses of capital. https://x.com/ContrarianCurse/status/1964516831273898203 https://x.com/ContrarianCurse/status/1964516831273898203"  
[X Link](https://x.com/blueprintsmb22/status/1964703918018990435)  2025-09-07T14:54Z 17.8K followers, 176.9K engagements


"Pod buyside in NYC: -150-200k base salary -if you are lucky high [--] figure / [--] figure guarantee -think u r special and consider those getting [--] figure guarantees at the big firms your peers; they are definitely not and u r def not special -eventually get kicked out and wonder where the bid is for your skillset of eye faking Yipit and asking mgmt non reg fd questions in meetings such as how the weather may be impacting qtd trends that are showing up in earnest data set https://x.com/jamievoynow/status/1965391039851827591 Fintech in NYC: - 300k-1m at top firms - paid in cash (no monopoly money"  
[X Link](https://x.com/blueprintsmb22/status/1965456329285198136)  2025-09-09T16:44Z 17.8K followers, 158.2K engagements


"Old life. Market up. Dad calls to check in while Im out for lunch grabbing a salad. Dad: Market is up so thats good. Me: Um well I own too much large cap quality beating numbers and apparently short too much crap missing numbers. Not fun. Dad: Huh Me: Nevermind. This is dumb. Im over it. See you and Mom at Thanksgiving. My food is ready now. Love you"  
[X Link](https://x.com/blueprintsmb22/status/1966153193701687714)  2025-09-11T14:53Z 17.8K followers, 30.6K engagements


"Just so theres no confusion nobody uses the functions in the video. Its online chatting with other buysiders and industry sellside specialists via IB and EM DES GPTR SURP GF SEAG pages for individual tickers and TOP and MVP. https://x.com/hamptonism/status/1967337887709704601 Founder of Bloomberg explains the $30000 Bloomberg Terminal: https://t.co/R89zT6lcCm https://x.com/hamptonism/status/1967337887709704601 Founder of Bloomberg explains the $30000 Bloomberg Terminal: https://t.co/R89zT6lcCm"  
[X Link](https://x.com/blueprintsmb22/status/1967623709545656640)  2025-09-15T16:17Z 17.8K followers, 63.5K engagements


"How most got rich in my small irrelevant network (I'm an elder millennial so feel free to ignore as this may not be a relevant roadmap going forward): 99% 1) Got good grades got into a great college 2) Got a job in investment banking tech or consulting 3) Worked hard head down played nice in the sandbox got promoted did it for a long time 4) Spent less than they made 5) Consistently invested their year end bonus 1% 1) Failed and failed and failed made no money for 10-15 years eating ramen 2) Found a solution to a problem - created [--] figures of net worth with their own company"  
[X Link](https://x.com/blueprintsmb22/status/1967885832464838908)  2025-09-16T09:38Z 17.8K followers, 198.4K engagements


"I referenced how I liked Atlantic Scale in New Jersey as a niche testing business in the below post. Mettler-Toledo apparently bought the company last month https://x.com/blueprintsmb22/status/1968797789514764545 [--] Years Into ETA My Incremental Thoughts on Other SMBs (just based on anecdotes) Less Excited About -HVAC: Commercial cash flow is canceraids/terrible not as much talented tech talent as I would have thought despite trade schools very competitive license exposure (ie tech https://x.com/blueprintsmb22/status/1968797789514764545 [--] Years Into ETA My Incremental Thoughts on Other SMBs"  
[X Link](https://x.com/blueprintsmb22/status/1969054459557769307)  2025-09-19T15:02Z 17.8K followers, [----] engagements


"Yesterday at my factory I hosted a smart young investor who started his career on the sellside and has spent the last [--] years at Citadel. Today while our kids were at Korean school (I had nothing to do with this the Tiger mom wife takes full responsibility) I grabbed coffee w a former sellsider now portfolio manager at Millennium. I asked (already knew the answer) how their fundamental understanding of their coverage universe was today vs [--] years ago. Answers were: way better as they understand the industries management teams which KPIs matter the most for stock action and have strong"  
[X Link](https://x.com/anyuser/status/1969461757547536618)  2025-09-20T18:00Z 17.8K followers, 70.9K engagements


"Ive never worked less hours in my life which is weird. Im up at 4am but am home 5pm Mon-Thurs and 1pm on Fridays. My day job is running a fragile small manufacturing biz w no management layer. Lately Ive been inundated with emails and DMs about going from finance/W2 to SMB owner. Some have listened to my pods and have done work on ETA while others start a call by asking for my story despite hours of content online about my journey. I have another 5-10 hours a week Im willing to allocate to help W2s serious to learn more about how best to go about it. Outside of the public pods I have [--] week"  
[X Link](https://x.com/blueprintsmb22/status/1969763040934436897)  2025-09-21T13:58Z 17.8K followers, 23.2K engagements


"Im an elder millennial so Im at the age I can ruin my day by having dairy but I can see why the younger generation hates the boomers. Everything costs so much while the labor market is softening and Powell is basically saying if you cant find work its your fault https://x.com/DeItaone/status/1970535769531129879 POWELL: YOUNG PEOPLE WILL NEED HIGHER SKILL LEVEL IN EVOLVING LABOR MARKET https://x.com/DeItaone/status/1970535769531129879 POWELL: YOUNG PEOPLE WILL NEED HIGHER SKILL LEVEL IN EVOLVING LABOR MARKET"  
[X Link](https://x.com/blueprintsmb22/status/1970581369224077551)  2025-09-23T20:09Z 17.8K followers, 57.7K engagements


"Its insane how lazy I have become since leaving Wall Street. While spending too much on here today I no joke took [--] one hour naps today like a toddler while randomly responding to customers asking for updates on orders (had to move a few things around to ensure a few orders could ship tomorrow). The near term initiative is bringing on another bag operator to reduce overtime pay and effectively make it a [--] day work week on the bag dept side while improving lead times by enabling 6-7 machines to run a day vs 5-6. I used to hustle and grind. I guess this is what giving up feels like"  
[X Link](https://x.com/blueprintsmb22/status/1970956965971919210)  2025-09-24T21:02Z 17.8K followers, 52.6K engagements


"Good chance that this kid who has generational intelligence (that could probably help cure cancer) will ultimately be pair trading Mastercard and Visa ($100mm each) at Citadel in his mid 20s. https://x.com/DudespostingWs/status/1971924032082571472 Chinese kid adds [--] five-digit numbers in [--] seconds using mental abacus https://t.co/4nzbGpKnCn https://x.com/DudespostingWs/status/1971924032082571472 Chinese kid adds [--] five-digit numbers in [--] seconds using mental abacus https://t.co/4nzbGpKnCn"  
[X Link](https://x.com/blueprintsmb22/status/1971937139412947149)  2025-09-27T13:57Z 17.8K followers, 184.7K engagements


"Govt shutdown. Jobs numbers horrific. What shld we do Buy absolute garbage and sell quality companies. The classic recession trade. Good stuff. Keep trucking. IYKYK"  
[X Link](https://x.com/blueprintsmb22/status/1973414940649070952)  2025-10-01T15:49Z 17.8K followers, 104.6K engagements


"I pinged my hedge fund buddies for PA ideas into year end. My pod buddies: You can own V against MA relative value for another 5% before considering flipping the trade. Some like UNH and CVS. My single manager buddy: CVNA to $1000 as we fundamentally believe that EBITDA per car can be over $4k Me: Um didn't KMX just blow up and don't they only do like $2k per car Single manager buddy: yes but company specific issues there but we think between refurbishment and financing this can be over $4k for CVNA. 3M cars and there you go I get why retail gravitates toward the spicy single manager ideas."  
[X Link](https://x.com/blueprintsmb22/status/1973454307791192491)  2025-10-01T18:25Z 17.8K followers, 42K engagements


"Takeaways from my convos today: - NYC (we already know this) is insanely expensive for families and - Gratitude has been and will always be the key to happiness Today I've been chatting with friends making $1mm+ living in NYC with [--] kids bridging me to how they can only save $100-200k a year after taxes rent childcare etc and not loving that I'm telling them they shouldn't buy a SMB as their burn rate is way too high. BTW hate on them but their 10-20% savings rate crushes the national average of 5%. Meanwhile I'm interviewing potential warehouse employees at $16-17 an hour excited at the"  
[X Link](https://x.com/blueprintsmb22/status/1975266588736606537)  2025-10-06T18:27Z 17.8K followers, 53.6K engagements


"@SMB_Attorney Its def not a political statement. She almost [---] pct committed fraud and got caught. Awkward and indefensible given her job title"  
[X Link](https://x.com/anyuser/status/1976615584394789154)  2025-10-10T11:47Z 17.8K followers, 28K engagements


"You'll probably never feel like you have figured it out. Late [--] something W2 professional woke up at 5am today to take the bus from NYC to visit my small manufacturing operation in Bergen County in New Jersey. He like all of is trying to figure out career/life. He has all the time in the world given his age and he's asking the right questions. I told him listen I'm in my early 40s and spent [--] decades in W2s on Wall Street and am in year [--] of being a SMB owner. I still have no idea what I'm doing. This isn't false modesty. I really don't really have a plan. Some days I feel on top of the"  
[X Link](https://x.com/blueprintsmb22/status/1976675162058568031)  2025-10-10T15:44Z 17.8K followers, 36K engagements


"First time Ive seen/heard this quote. Pretty good tbh https://x.com/mmlionfund/status/1978102884634915020 "I don't need an analyst to tell me when a [--] PE stock is cheap. I need an analyst to tell me when a [--] PE stock is cheap." - Steve Mandel founder of Lone Pine Capital $ADBE $QQQ $SPY https://x.com/mmlionfund/status/1978102884634915020 "I don't need an analyst to tell me when a [--] PE stock is cheap. I need an analyst to tell me when a [--] PE stock is cheap." - Steve Mandel founder of Lone Pine Capital $ADBE $QQQ $SPY"  
[X Link](https://x.com/blueprintsmb22/status/1978426976856633744)  2025-10-15T11:45Z 17.8K followers, 79K engagements


"In the pod market neutral world alot of talented senior analysts will/would make alot more money as a career analyst than a portfolio manager. One of the founders of a major pod I worked at said this during a teach in a while back and I remember thinking oh this firm is such a pro PM firm they are trying to tell senior talent to "stay in their lane and not try to overshadow their PM." Now that I'm far removed from that meeting I can say that he was 100% correct. I've had many friends as career senior analysts make multiples the comp of some of my portfolio manager buddies who bounce from pod"  
[X Link](https://x.com/blueprintsmb22/status/1978442770743255463)  2025-10-15T12:48Z 17.8K followers, 45.4K engagements


"I've created a decent network of ex finance now SMBers over the last few years of pple I've met in real life or connected over the phone: -JPM banker now dairy testing expert in @codywagee -ex Investment Banker now HVAC owner in @SMB_ChrisH -ex Deutsche banker now Candle Manufacturer in NJ - ex consumer PM for Steve Cohen when the firm was SAC now owner of Texas chiropractic clinic -ex GS banker @TaylorENielsen now manufacturer owner -ex banker/ex tech W2 now label manufacturer in KC -ex military/ex PE @tylerscollins now property mgmt operator -ex military/ex Wharton MBA now packaging"  
[X Link](https://x.com/blueprintsmb22/status/1978919842364432810)  2025-10-16T20:23Z 17.8K followers, 17K engagements


"Good question. Why didnt I personally buy a bigger business [--] years ago I will share my own reasons buying smaller (100 pct self funded purchased a deal with only [--] pct SBA debt and a business I could have paid all cash for). 1) I spend [--] decades as an investment banker and then hedge fund analyst/portfolio manager so I was honest I had never operated a business before. Zero operating experience. I remember after signing the closing documents when pple were congratulating me my only thoughts were 1) fak I have to wake up at 3am tomorrow to start training w the seller and 2) fak I have to run"  
[X Link](https://x.com/blueprintsmb22/status/1979439496186691776)  2025-10-18T06:48Z 17.8K followers, 85.8K engagements


"Dying alone is now my greatest fear. My fathers thyroid cancer was so aggressive and painful he could barely breathe or talk while we all said goodbye yesterday. Seeing him in such pain broke me. When he told me he was going to miss me I lost it. He was surrounded by my Mom [--] grandkids and myself and my sister as we spend the day sharing our favorite stories with him while saying how grateful we were for everything he did for us and that we loved him very much. My [--] year old daughter read him several books. We all just sat around him holding his hands and legs while he slept. He seemed"  
[X Link](https://x.com/blueprintsmb22/status/1982425610443256164)  2025-10-26T12:34Z 17.8K followers, 430.6K engagements


"This ties in with my only Dan Sundheim story. In [----] I worked for a NYC single manager L/S fund. CIO was blue chip (went to Wharton w Dan then Blackstone then high profile single manager before raising his own fund). Only a few years removed from [----] one of his buddies was short H@R (HRB) due to the perceived mortgage put back liabilities from their Option One business which they had already sold. His friend was convinced HRB was a zero. My CIO saw his Big Short moment and tasked me with proving the short case. I did numerous GLG calls tracked the debt securities tied to this exposure and"  
[X Link](https://x.com/blueprintsmb22/status/1982440082079637665)  2025-10-26T13:32Z 17.8K followers, 140.3K engagements


"Buddy lamenting when he left investment banking a few years ago S&P [---] was at [----]. It's now near [----]. Had he stayed and plowed his bonuses into SPY it was a guaranteed path to a healthy [--] figures. Soon after I graduated millions of years ago [----] happened. I saw many friends lose their jobs and many of my parents friends lost their homes. I was working for a fund in San Fran at the time and many of our 60+ year old clients would come into our offices talking about how their entire net worth were more than cut in half. It took nearly [--] years for the Market to get back to its pre crash peak."  
[X Link](https://x.com/blueprintsmb22/status/1982888378120147259)  2025-10-27T19:13Z 17.8K followers, 49.7K engagements


"META will be the pod funding short from here. Large liquid/trades like water not getting taken out. Quality/momentum/size factor offset from the large cap quality you actually want to own. Revenue deceleration into an investment cycle which I've never seen work for a tech stock. You now have less confidence top-line beats will drive outsized earnings beats. https://x.com/wallstengine/status/1983820268671004773 Oppenheimer Downgrades $META to Perform from Outperform "Significant investment in Superintelligence despite unknown revenue opportunity mirrors 2021/2022 Metaverse spending. Implied 4Q"  
[X Link](https://x.com/blueprintsmb22/status/1983827160109383714)  2025-10-30T09:23Z 17.8K followers, 118.6K engagements


"If Im being honest [----] feels like a lost year for me personally. Lost my father. Business has struggled as a number of end customers have seen demand dramatically impacted by tariffs. This also will be the first year of the three under ownership Im not paying off debt in excess of the scheduled amortization. Positives are family life never been better - wife and daughter really enjoying suburban life. We are all healthy (knock on wood). The stock market goes up which is cool for paper net worth. Earlier in my career I would have found a lost year intolerable. I still kind of find it"  
[X Link](https://x.com/anyuser/status/1985037036185948601)  2025-11-02T17:31Z 17.8K followers, 16.3K engagements


"I graduated from Brown and started my career in investment banking at Morgan Stanley working in Times Square before doing public markets at hedge funds including the mega pods. I now work in the pure meritocracy called business ownership where nobody cares I graduated with a [---] college GPA had a 1500+ SAT score or worked at venerable institutions. I gave 25% economics to my maintenance guy on our scrap film selling part of our business and he didn't understand net [--] so when I didn't write a check within a week for the scrap we sold he asked if I wanted to "step outside" as he thought I was"  
[X Link](https://x.com/blueprintsmb22/status/1985686873629442298)  2025-11-04T12:33Z 17.8K followers, 276.1K engagements


"A week removed from my father's passing I've never appreciated technology more in my life. I really appreciate the advice from many here to take as many video as possible. 🙏🙏 My dad died within hours of entering hospice (which my Mom described as him basically falling asleep from the meds as the pain was so acute it was required to remove the pain) but I was able to spend a weekend with him in the hospital with my wife and [--] year old daughter before he went into hospice. My Dad was as close to being Dad despite the intense and severe pain (breathing was difficult and headaches were"  
[X Link](https://x.com/blueprintsmb22/status/1986380948078772360)  2025-11-06T10:31Z 17.8K followers, 13.3K engagements


"You're worth $17 billion and CEO of one of the most interesting companies in the world. Mainstream media tries to get sound bytes from you on a daily basis. You are considered a thought leader. A girl shows up to the office: https://x.com/MollySOShea/status/1988273594364031202s=20 Have you seen Alex Karp's sword https://t.co/HDtA2sD0zf https://x.com/MollySOShea/status/1988273594364031202s=20 Have you seen Alex Karp's sword https://t.co/HDtA2sD0zf"  
[X Link](https://x.com/anyuser/status/1988557165297021158)  2025-11-12T10:39Z 17.8K followers, 1.3M engagements


"@DeFiSurfer808 I think we r all into it lol"  
[X Link](https://x.com/blueprintsmb22/status/1988580966072496310)  2025-11-12T12:13Z 17.8K followers, 39.7K engagements


"Grabbed brunch today w my friend who is a portfolio manager at Millennium (been there a little under a decade.) He has effectively given up on the year and hoping to maintain/finish the year flat so there is no high water mark going into next year. Hes discouraged by this tape as he has no confidence doing more fundamental work will yield more P@L. The moves are hard to understand. I laughed and said yeah The correlation between intelligence and hard work and ability to generate alpha is. Zero. He finished for me. We both laughed cynically. We both then got scolded by our wives for being"  
[X Link](https://x.com/blueprintsmb22/status/1989784206151659957)  2025-11-15T19:54Z 17.8K followers, 59.1K engagements


"People should DCF their careers and think about terminal values. Sell the house reduce burn rate try to find supplemental income while job searching. Im assuming hes in his early 30s. In [--] years his options will be way lower - ageism is a reality in tech and finance unfortunately. https://x.com/BarbellFi/status/1990403838700851705s=20 A buddy from college reached out Got laid off as a manager at Meta Made $280k & cant land a new job His mortgage is over $6k/month Said he runs out of money in [--] months Has a wife & [--] young kids Hes usually cocky but sounded scared You never think itll happen"  
[X Link](https://x.com/blueprintsmb22/status/1990419537297129702)  2025-11-17T13:59Z 17.8K followers, 253.9K engagements


"Me explaining to a current searcher today how I had to build working capital into the business the first [--] months post close of my manufacturing acquisition in late 2022"  
[X Link](https://x.com/blueprintsmb22/status/2007221711046095009)  2026-01-02T22:45Z 17.8K followers, [----] engagements


"@PrivatEquityGuy How did he get a high single digit percentage of Heico He close a the Mendelson family"  
[X Link](https://x.com/blueprintsmb22/status/2010728580658192401)  2026-01-12T15:00Z 17.8K followers, [----] engagements


"Personal post with some sad news. Just found out that my Dad (who has been battling cancer for decades) likely has days / weeks left due to a very rare aggressive new thyroid cancer that cant be operated on. Hes been in the hospital for a week with the latest biopsy discouraging. Will be flying home to Kansas City later this week w my wife and daughter to say our goodbyes. Not going to do a life is short hug your loved one posts as everybody knows this and what Im experiencing is not unique to me. Everybody will experience some loss unfortunately. Last year around this time my Dad flew out to"  
[X Link](https://x.com/blueprintsmb22/status/1980852763186573712)  2025-10-22T04:24Z 17.9K followers, 159.9K engagements


"An old analyst pinged me to see how I was doing after my Dads passing (ok thx for asking) and I asked him how he was doing. I had forgotten the cost of some of these W2 paths only [--] years removed from it. That said he is happy go lucky / glass half full and is happy w the new job he recently took on. I will always have respect for those in the W2 grind. He enjoys the work and is providing for his family"  
[X Link](https://x.com/blueprintsmb22/status/1987919930814275782)  2025-11-10T16:26Z 17.9K followers, 1M engagements


"Yup. Arrival fallacy is real. The Art of Spending Money by @morganhousel"  
[X Link](https://x.com/blueprintsmb22/status/1980002458999902604)  2025-10-19T20:05Z 17.9K followers, 138.7K engagements

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