Corsair

Bulliiiish

Out of all the "they should teach this in school" topics, "emotions" are literally the #1. You'll never not be feeling anything. You're feeling something right now (whether you're aware of it or not), literally everything you do is emotionally framed at the end of the day & you will have them until the moment you exhale your last breath. And you literally have zero idea what an emotion actually is. You don't understand the very fabric of life and your experience, because of it. Your understanding and relationship with them is as refined and connected as someone who hears songs as "loud" or "quiet" and that's it. "What is water?" Isn't that literally insane?

This is still the most sobering and shocking idea out there. The rabbit hole goes deep. Whether you take it literally and schizomaxx, or take it as a metaphor - it still holds perfectly true. Try to imagine a rough sankey of where your life force goes each day & you'll get it.

@__bleeker I think one trader's life can be perfectly fine, maybe even better, by completely ignoring scam coins :)

The best returns you can get on organic coins are usually capped around 4x-5x, while the best returns you can get on scam coins are like 50x-100x

@imakeBADads STAGE

I've done 600 consulting calls at $5K/hr with agency owners. The same things keep stopping them between $0-1M/mo, so I built the playbook with: - The 6 scaling stages - How to control churn - 6-figure offer strategies Comment "STAGE" & I'll DM it to you. (Must be following)

Consumer brand operator reading list! My definition of a good book is that it can immediately improve margins or revenue. No academic garbage :) Traction: Get a Grip on Your Business by Gino Wickman Default operating system for the companies in our portfolio. Implementing EOS fixes most issues at most businesses. Never used a formal management system? Start here. It’s faster to deploy than Scaling Up and a better fit for companies with lower revenue per head. Scaling Up by Verne Harnish EOS is a simplified version of Scaling Up. I prefer Scaling Up for companies with higher revenue per head. It also makes sense for larger companies. In consumer…this probably means companies doing over ~$50m - $75m or so. Monetizing Innovation by Madhavan Ramanujam Pricing should be designed into the product from day one. The book walks through how to figure out what customers value, what they’ll pay, and how to package and tier accordingly. If you’ve never had a thoughtful approach to pricing, this is a great book. Topgrading by Bradford Smart Topgrading is a great step-by-step instruction manual on how to hire and not mess it up. Every time we implement it, our success rate with hires goes up. The only downside is that the book is poorly written and too long. I’m guessing to please the publishers.. Scaling Compensation by Verne Harnish Reduce churn. Attract the right talent. Align your team around what matters. You’ll cut compensation-related discussions by 80% after launching a comp philosophy, and this book is a step-by-step guide on how to do it. Pair it with whichever operating system you run so your values flow into how you pay people. The Purchasing Advantage by Omid Ghamami One of the best books ever written on supply chain! I mean just go and look at the cover of the book. You can tell it’s going to deliver tremendous value because of how ugly it is. The Goal by Eliyahu Goldratt Lean manufacturing principles wrapped in a story. It is gimmicky. If you run any operation with throughput constraints... manufacturing, fulfillment, customer service... this will reframe how you think about bottlenecks. I don’t love how the book is written. What could’ve been 50 pages is 300. The core content is excellent though, and plenty of people enjoy the story format more than a textbook. To the author’s credit, I guess there are a lot of textbooks on this... Profit First by Mike Michalowicz We don’t use Profit First at any of our companies. The system is about idiotproofing a business more than running it well. That said... if you’re new to running a business, don’t have a financial background, or keep ending the year wondering where the money went, Profit First is a great way to idiot-proof things. You allocate revenue into separate buckets (profit, taxes, owner pay, opex) the moment it comes in, instead of paying yourself whatever’s left at the end. It forces discipline. The Kevin Hillstrom Books (Merchandising, Customer Development, Fix It) Three short, tactical books. You can read all three in a day or so. I like these books because they’re short and to the point. There’s no dumb filler. They’re extra relevant to you if you run a business with a lot of LTV or a lot of SKUs, especially something like apparel. Kevin’s blog is the OG e-commerce resource online. It’s full of gold. Financial Intelligence by Karen Berman and Joe Knight No financial background? Read this. Double Your Profits by Bob Fifer You’ll find at least one thing that saves an insane amount of money. This is what I recommend whenever someone asks me how to quickly improve margin without a massive overhaul. — Here are a few turnaround focused books. I am including them because I think a lot of the advice is applicable to early-stage brands with less than $100m in revenue as well. They’re about focusing on what matters, managing cash, and how to operate when you are very constrained. Corporate Turnaround Artistry by Jeff Sands Loaded with tactical advice you can implement immediately. I recommend it alongside Double Your Profits for anyone that wants to expand their margins. Corporate Turnaround by Donald Bibeault A foundational classic. Bibeault’s quotes about what makes a great turnaround manager are some of my favorites in business literature. With that said maybe some of this is kind of redundant if you’re reading the Jeff Sands book and I think Jeff’s book is better. Reversing the Slide by James Shein Good tidbits, especially around legal basics. Less tactical than Sands. Still worth the read. Turnaround Management Association textbooks Two solid primers. One on management and strategy. One on the law. Less tactical than I’d like. Still worth picking up for comprehensive coverage of the space.

Great read. Btw, if you can't reserve some time and attention and read this in one go without distraction like checking your phone etc You are sick and need to fix yourself, but you probably won't.

Be retarded. That’s literally all you have to do.

What if we are in the foothills of the greatest bubble in history? I see a strong case that we are. We have the convergence of three powerful factors. The first is passive flows. This has been the biggest shift in financial markets over recent decades. We have roughly $6-7bn entering the US equity markets every day in the form of passive flows, through retirement accounts, corporate buybacks, and other sources. This transformative force has added an upward bias to the equity markets, which also means lower downside sensitivity to negative events such as geopolitical issues, economic weakness, or monetary tightening. This broader theme is well known but the incremental thesis here is it also drives a cumulative snowball effect. Passive flows eventually crowd out the free float, as any equities absorbed by passive flows have left the market permanently (other than specific conditions, such as mass job loss). A smaller free float reduces liquidity and makes price more sensitive to discretionary flows. The shrinking free float combined with an upward sloping character increases the odds of a parabolic blowoff in equity indices. The trading liquidity in the largest stocks (such as Mag7) has not proportionally increased with their market caps. As they get larger, the stocks get more sensitive to flows on a % basis, and price-agnostic passive flows continually jam more capital into them as they get progressively less liquid and more inelastic, which then further increases concentration and strengthens these effects in a loop. The second is behavioral training. As the passive flows paradigm has continued over time, equity market participants have become increasingly relaxed, more convicted in the idea of continual upside, and reluctant to sell in response to volatility or exogenous negative events. Naturally, this behavior shifts begets more upside-biased price action, which further shifts behavior, in a reflexive loop. This has to break at some point, but leading up to the apex, you could see how this would encourage a complete lack of selling and thus vertical price action on any incoming flows. The idea of a central bank put, in addition to a Trump put where he will find ways to influence the market higher, are key pillars of the market’s conviction to never sell equities. Many investors sold and got left behind during the tariff saga last year, and that traumatic memory was evident in the way the market has reacted to the Iran war. Despite a lack of resolution, the markets have powered higher and are now meaningfully above where they were sitting before the conflict. This is driven by the fear of missing out being greater than the fear of losing. This episode was instructive in that memetic consensus around buying every dip and never selling is only strengthening. It is easy to assume that any given amount of flows entering the market will have equal impact. One of my variant views is that this is highly untrue. The price impact of any given flows is highly connected to the psychology of those incremental participants: how urgently the buyer is trying to buy, and how convicted the potential sellers are. If the sellers have no motivation to sell, and will only part with their shares for a much higher price, and meanwhile the buyer is desperate to buy, then those flows can have a massive price impact, multiples of what it would be in a more relaxed scenario. When you combine this market training, with the shrinking free float, you have an evolving market structure that has greater odds of explosive upside. Now, take this highly leveraged market structure, and throw in the most transformative technology cycle the world has ever seen. The potential upside from AI is inherently non-linear as it will be applied to itself to recursively self-improve. I believe there are many ways AI can create value that we cannot comprehend and dimension yet. For a while I had been more ambivalent of the impact of AI on equities due to the potential for mass layoffs negatively impacting passive flows and disrupting aggregate economic demand, but it is now looking more likely that we see gradual job loss as businesses focus on holding headcount flat and harvesting productivity enhancements to capture more revenue. This increases the odds of a goldilocks scenario, where we see significant earnings growth as AI drives increases economic activity (both from AI capex and by increasing the capacity of all business), while disinflation allows rate cuts. These factors create a scenario where we get a late 90s-like bubble in the equity market. Why wouldn’t we? We have created the god machine, the greatest technology ever, and it is starting to drive real and tangible benefits to businesses today – why wouldn’t we get a huge move higher in the equity markets? This right tail outcome looks significantly mispriced in the QQQ LEAPS market, where favored strikes with Dec 2028 deep OTM expirations would 17x if the Nasdaq would double by the end of 2027. The asymmetry here comes from the market pricing in a normal distribution of outcomes. Given what I know and believe about AI and the evolving market structure, a normal distribution is not possible. These 3 factors above coming together to drive an explosive bubble upwards is not a guaranteed outcome, but I believe the odds are much greater than what is being currently priced into these LEAPS. A double in the Nasdaq is not necessary to get paid on these LEAPS, but it wouldn't be as crazy as it sounds. One way would be aggregate earnings going up by 50% over 2 years, which at +22.5% per year is what it already has been doing, and then multiple going up by 30%. This is arguably conservative on earnings given the thesis, and assumes a multiple around 31x, which is the range high over the last few regimes, and about half of the 60x+ at the peak of the dotcom bubble. The missing ingredient is monetary easing. You may ask, how can we get a crazy bubble without liquidity expansion? I would characterize the current liquidity environment as being in the middle, certainly not abundant. One answer would be that equities have shifted character to need less liquidity to move higher, because of the passive flow dynamics described above. Equities used to trade more like crypto does now, as a direct expression of liquidity conditions. Another would be that I believe liquidity will eventually expand, one way or another. I don't think it is imminent, but we have good odds of it happening at some point within the next 2 years, and that is what kicks off the vertical phase. Given Trump’s appointment of Kevin Warsh and the certainty that he extracted a promise to cut rates, there are forces brewing in that direction. Kevin will still have to convince the rest of the FOMC, and given the inflationary pressures created by the Hormuz closure, no easing is likely in the near term. What is more likely is that post-Hormuz the inflationary impact gradually eases, we start lapping the tariff headwinds from last year, and the disinflationary impact from AI starts coming in as well. In the goldilocks scenario, we could see employment being flattish and preventing wage growth, while the capacity of the economy expands from the use of AI. We also have had meaningful banking deregulation already, with more to come. This is mostly within Trump's power and doesn't necessarily require full control of the Fed, up to a point. This has already had some impact, and there is a lot of upside still, it's an underrated driver for more liquidity. There are also left tail outcomes possible, such as an explosion of job loss and unwind of passive flows. In these scenarios, the market structure described above offers leverage to the downside, it cuts both ways. I view the right tail outcome as much more likely than the left tail, as history shows that when productivity improvements are made, usually businesses will still hold onto employees until a recession forces their hand. This divergence in outcomes is why I am focused on owning the right tail upside through leaps, instead of simply getting levered long stocks and holding them for a couple of years. There will also be significant volatility along the way. I believe these LEAPS to be the best risk/reward way to express this view. While semiconductors/SOXX would be a more levered and direct view on the AI bubble, as passive flows are a key pillar of the thesis, I want to align my expression with the flows. I also like that the broader Nasdaq contains many businesses that will be able to enhance their margins and accelerate earnings growth through the use of AI. It is harder to bet on individual companies for this thesis, and the ideal expression is through the index as I believe AI will be a tailwind on broader earnings growth for many companies, not just direct beneficiaries. Given the nature of the thesis, I want to isolate my bet to as few variables as possible. I prefer QQQ LEAPS over NQ due to tax reasons (QQQ get full LTCG after a year vs. NQ would have 60/40 LTCG/STCG treatment for any time horizon, and also gets marked-to-market for tax purposes at year end) as I intend on holding these for a long time, and want to encourage myself to stick with this trade. I usually don't like to pitch specific trades because it can influence my level of objectivity and attachment. In this case, I am trying to psyop myself into holding these no matter what, so thought that sharing it publicly would be beneficial. Do your own research, this is not financial advice, etc.

Stuff I wish I knew when I was younger: 1. Doing something poorly and consistently is better than doing it in a world class manner occasionally 2. Other people tell you to take risks bc they want to see what happens or have a free option if you win not bc they think it’s a good idea 3. Most people don’t think about you at all. But some people think about you a lot. If someone who is a baller takes an interest in you for no particular reason just run with it. One trick to vastly improve your relationship outcomes is spend time w people who like you (not ppl who ignore you or treat you poorly). 4. Everything in your life you can categorize as 1) addictive 2) enjoyable. And if you do a bunch of non addictive enjoyable things it’s quite likely you’ll be happier. If you stop doing that basket you’ll burn out, predictably 5. It’s a lot easier to deal directly with negative thoughts than it is to deal with the life circumstances generating them and most of the time you can actually deal w the circumstances more effectively if you’re not tilted 6. Most of the economy is a cartel defined by proximity to central banks, the government, and a small elite. The reason “contrarian” ideas work isn’t because they’re good. It’s bc they’re “king made”. It’s decided in advance who is going to win. You need to decide if you’re going to play or not. There is no halfway 7. Being mad about the system being rigged is a waste of time it’s a lot better to just bet on it, or invest with that as an edge bc most people aren’t blackpilled enough. 8. Most studies - especially social science studies have criminally low r sq or poor methodology. Such that most things you read online don’t actually work. At the same time - your own response to things is fairly predictable. So if you find something that works - you can just go back to that - a lot more easily than optimizing something new 9. Life getting worse after 30 is a scam. Actually - it might genuinely get worse for most people. But it doesn’t have to. The people who most loudly tell you what you need to be happy are the least happy people 10. Over time your outcomes are mostly determined by the quality of your network, your investment rate of return and your tax rate. But every once in a while you can do something non linear that can be a home run. It’s best to do non linear things during asset bubbles or when you have a hot hand. It’s not a good idea to do non linear things when there isn’t strong investor appetite for risk taking 11. Your behaviors will tell you stuff you’re not dealing with. If you’re overeating or sleeping poorly it’s probably bc there’s something you haven’t acknowledged or faced or are putting off 12. As you move towards a singularity , accelerating progress or a purported societal shift the predictability decreases - rather than increasing. People are the most certain at maximum acceleration when the very nature of acceleration or complexity suggests they should do the opposite. If AGI is coming start thinking 1 week out not 3 years out

marketing is dead

Now apply this mentality to everything.

@eCom_Amin Google

the google ads BIBLE is here… ALL my learnings after generating $20,000,000+ across 50+ ecom brands (for over 6 years) for 24h, i'm sending it to EVERYONE who likes + comments "GOOGLE" (must be following + RT for priority access)

Give 3 minutes and you’ll never reply “Ai” in someone’s comment section again. Let’s the games begin in the comment section ;)

I found the easiest way for a marketing agency to add $1M in passive revenue. It's a $297/month product that 99.9% of agencies aren't selling yet. Here's the opportunity most agency owners are walking past every single day: 33 million businesses in the US with a physical storefront. Every single one misses calls every day. They know it. They hate it. And nobody has offered them a real solution. That's the opportunity. Agencies have been selling websites for decades and collecting hosting fees forever. They've been building CRMs on GoHighLevel and collecting the markup in perpetuity. Passive. Recurring. Zero maintenance after setup. AI voice agents are the next version of this. Here's exactly how I'd build it: Step 1 — Scrape a list of 1,000 local businesses with storefronts Surgeons, med spas, law firms. Any high(er) ticket service a phone number and hours. Step 2 — Run an automated after-hours call campaign Call every number after 6pm. No answer? That's your proof of concept. You just documented a missed call in real time. Step 3 — Trigger an automated email the same night "I called your office tonight. Nobody answered." Body: You're missing customers right now. An AI receptionist answers every call, books appointments, and handles FAQs 24/7 — for less than a part-time employee's lunch budget. Can I install it for you? Step 4 — Install it for $99 the first month. $297/month after that. Your cost to run it: $30–50/month. Margin is immediate from month two. Churn is almost zero. A business that relies on AI to answer their phones doesn't cancel. Step 5 — Upsell Once youre in and have the realtionship, expand: Paid ads → SEO/GEO → GBP The playbook isn't complicated. The product sells itself. The math is insane at scale. I mapped out the full system — tech stack, the after-hours call sequence, the email follow-up automation, onboarding flow, and pricing model so any agency can implement this before their competitors even know its a strategy. Comment "voice" and I'll send it over.

@jordan_ross_8F voice

If you're the type that likes working with some background noise.. (Which I am while doing grunt work/closing loops/mechanical tasks) You should listen to high quality content, whatever that might be. Listen to courses, how-to videos, good interviews, anything like that. It obviously won't be 100% active listening, maybe 10-15% in some cases, but you(r brain) will pick up certain important messages and info that will be very highly beneficial. In my teenage years I played lots of FIFA & CS - min 2-3hrs/day on avg. Mainly because I found those games pretty repetitive, so I played on automatic mode almost, and still enjoyed it. But not a single moment playing those games I was focused JUST on them - ALWAYS had some video/podcast/course/whatever running on the background. Safe to say my attention was 80% on them and 20% on the games. I've probably finished tens of different Udemy and Coursera courses, even more Torrented stuff. Know the stories and approaches of top CEOs by heart. Also lectures and stories on history, anthropology, physics.. you name it. --- Same thing a few yrs ago when I was building a B2B SaaS project. It was a "cold email -> book call -> close mid-ticket SaaS subscription ($700-5k/mo)" type deal. I was taking the calls myself and selling people on buying the thing. Tbh wasn't great at it, the product was good and it helped. At the start, had like a 20-25% close rate. Doing grunt work, I listened to lots of sales videos and courses. Never took notes, couldn't really tell you the acronyms and all that shit. 2-3 weeks go by, my close rate was at 60-80% now. Obviously getting to know the customer base and getting a hold of the sales process helped, but after exposing myself to all that sales content made it feel more natural and removed lots of uncertainty from the process for me (and objection handling is a must-learn for any entrepreneur) - can attribute at least half of that jump to "improving my sales skills" through passive information consumption. --- The problem is, most people will tune into "general advice" folk - think Steven Bartlett pod and alike.. At the beginning, if it's on YouTube, avoid it (go for Yale courses and such, like 20hr long stuff that you should STICK to). If I could give a single piece of advice about this to my FIFA-playing 16 year old self, I'd tell him "ONLY CONSUME CONTENT WITH A CLEAR INTENTION". General life advice, bits and pieces type of content is literal POISON. Also, I'd say, general business advice content is ALSO poison. Avoid at all costs. You have to have a PROJECT AT HAND - whatever that might be. If you're not on sales calls every week, or trying to get a sales job etc, DO NOT listen to sales content, for example. 99%+ of the thing you listened to will go down the drain. You have to be working on something, and ideally got stuck at some point, and have to listen to content about it AND try to solve it. That way, you ACTUALLY learn (and almost NEVER forget the lesson), instead of wasting your precious hours you can't ever get back. Listening to general stuff can be done for relaxation or enjoyment purposes, but don't tell yourself you're advancing towards your goal - that'd be tricking yourself and so easy to do. Feels productive but you get cucked. Don't psyop yourself. Namaste —Landshark

If you're a (creative/media buying) agency owner & ACTUALLY good (wipes out 95%+) - learn how to build an offer/product or JV w someone who does.. and own the upside + have ownership in something REAL. Your limited vehicle turns into a leveraged machine overnight.