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AJ Hellow
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AJ Hellow
@SmallParcelGuy
Founder of https://t.co/JAOFtvMaLf - saving brands 5-30% on shipping | Former Software IB & PE I @JohnsHopkins alum
Boston MA and Palos Verdes CA Katılım Aralık 2016
296 Takip Edilen338 Takipçiler

When you finalize a huge deal, tell no one. Not your spouse. Not your children. Not your friends. Not even your parents. Celebrate internally, maybe take the weekend off, and then get back to work.
shirish@shiri_shh
This tweet single-handedly made Anthropic and OpenAI scramble and issue full statements on secondary stock deals. $500B of paper value just got wiped out overnight.
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@dealflow_guy Effectively prop, no banker, I do think there is/was some type of business broker that helped juggle some buyers
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@SmallParcelGuy Nice. Wishing him luck.
Prop deal or brokered?
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@dealflow_guy It’s around 3 of ARR, actually a bit bigger on a contracted basis. Run rating around 500k of EBITDA unadjusted.
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@SmallParcelGuy Wild level of incompetence.
How big of a company in EBITDA?
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@dealflow_guy I laughed. My guess is it was a searcher with no M&A experience. I will be trying to suss that out over the next few weeks.
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@dealflow_guy No I mean these are actual calls with the sellers clients. The last buyer had the balls to let AI speak to some of their biggest clients and didn’t give them a heads up.
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@SmallParcelGuy I think AI calls primarily work for after hours type of requests.
Also, brave man going into software right now.
But I think many will do well there
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@DaleStarkA10 Kind of thought so but my brain is too used to seeing pics of it as a left
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At 18 fresh out of high school, I bought a one way ticket to Mexico City with no return date planned. Just surfed all over the mainland. Almost died a couple times. One of the best experiences of my life.
If you’re young and unattached just go do what you feel calling you. Die with so many stories your great grandchildren don’t even believe you were a real person.



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Talent certainly matters but the real edge is just the willingness and desire to improve through acknowledging and then fixing one’s own errors.
If that’s repetitive or boring, you’re doing it wrong, because that would mean you’re repeating mistakes or not experimenting.
Kpaxs@Kpaxs
Most people want an edge that feels like talent but the real edge is often tolerance for repetition, feedback, and boring improvement.
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@JackieHirsch_ You will get dinged much worse for missing numbers during exclusivity than you will get rewarded for beating them
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Deal killer:
A major, or even a minor drop in the profitability of a company under LOI, will kill a deal in due diligence.
No one wants to see a downward trend.
Life isn’t linear. Companies aren’t linear. Do whatever you can to work like crazy and help the company thrive and turn it around.
If a seller is going to tell a buyer, just go out and do more, they need to be willing to do it.
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@Accrual_Reality That was maybe the best part. Apparently Chelsea Handler found out about the jokes about her through him trying them out late on the tour.
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@SmallParcelGuy I’ve only seen clips of Francis on IG and he def exceeded my expectations
The Kevin Hart roast preview was pretty spicy too lol
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Had a CouplaBeers with Shane Gillis last Thursday night after his show. Was very exciting as someone who has been listening to the Secret Cast since 2019.
Also, very brave of me to post this highly unflattering photo of myself on the interwebs (was 3am, photo was taken too quickly, new dad, high sodium day, drunk, etc. etc.)

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@Accrual_Reality Thought all 3 were great. Arena setting tough too, especially for guys like Shane who use their bodies so much for effect.
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@mattressguy_ Don’t you mock me, Nick. High sodium day as discussed.
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@SmallParcelGuy You know things are getting bad when you label it a sodium day haha (great photo)
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