Alex Lee

@paulswaney3 Masterclass

Big drop - entire published directory of ops and deal tools - 1 PDF - 500 Slides Follow, comment, like for a DM. Curtly, If you DM me first, you will break the automation & I won't respond. I always get one of these and not answering anymore. Sorry not sorry

@paulswaney3 Application

I'm opening up LeverUp®. Private Discord for operators, dealmakers, and builders in the lower-middle market. Deal teardowns, frameworks, and files I don't post publicly. Comment "Application" below and I'll DM you the link.

@emiliemc @kate_rouch Sounds like the DARE framework is operating in full effect at Coinbase 💪🏼

@kate_rouch “Who is the Decide?” are words to live by.

At Coinbase, it's a fireable offense to create a new committee that has not been explicitly approved by Brian or myself. In the vast majority of cases, spreading authority across multiple people is inefficient. And once you’ve added an unnecessary layer of bureaucracy to something, it's harder to remove. Each new committee compounds, further slowing the business down - best to avoid this wherever possible.

@paulswaney3 Sounds like a classic (and proven) mini-T recipe

@STLChrisH Tell me how you really feel 😂

1. How do you “manage time” when your only metric is how fast you can flip a company before the damage shows? 2. Do you schedule empathy before or after firing the CFO for missing your imaginary synergy targets? 3. What’s harder: finding time to read the deal memo or finding a conscience? 4. When you talk about “creating value,” is that before or after you strip-mine the balance sheet? 5. Do you meditate between layoffs or just breathe through your Cayman account statements? 6. How many hours do you block off to rename “exploitation” as “operational efficiency”? 7. Do you practice timeboxing, or do you just box out the original founders entirely? 8. Is your favorite productivity tool Excel or plausible deniability? 9. How much time do you spend on “long-term vision” before the next exit wipes your memory clean? 10. Do you call it “work-life balance” because someone else does the work and you live off the balance? 11. How do you budget time for due diligence when you’re already due for a new yacht? 12. Do you consider the 100-hour weeks of your analysts a “cost center” or just background noise? 13. What’s your morning routine - cold plunge, spin class, then casually dismantling another 40-year-old business? 14. How do you stay grounded while hovering above the real economy in a private jet? 15. Do you even notice time passing, or does it stop for everyone with carried interest?

@getcompoundai Need that beta

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Wingate is a stud. The Wiscy kicker attempts to pickup and run with the ball on the blocked field goal attempt, and #1 tackles the Center who then crushes the kicker. What a beast

Most SMBs don’t fail because of bad ideas They fail because nobody knows how to implement. Everyone loves to talk strategy. Few know how to turn strategy into daily actions Repost, QT, follow me (so I can DM) & I'll send a copy of the playbook for making execution real

-911k jobs revision is insane. The clearest indictment of the previous admin domestic economic policy.

@_kaizentrading @ljchoil @Insideblackgold let’s goooo

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@PEoperator Absolutely crushed it in bringing this to life. I've advised clients via my time at McKinsey and the very best ELT members were leaders of people, not just answering to the board or the PE sponsors.

One story that really stuck with me at a turnaround where I was CFO was that of the AR clerk. If you've been in a turnaround, you know AR clerks are basically the most important people in the company. When you are cash strapped, collecting cash is like oxygen. At this particular company, we had two AR clerks with the same name. Both did a great job and both were overworked. Becky #2 was particularly good in her role. While we didn't have cash to spare, it was important that she remain motivated and focused. I decided I would give her a raise of over 10%. She wasn't highly paid but that was still meaningful to her. I met with her in my office and gave her the news. She smiled. Of course, this was unexpected but it also felt like an early sign that we were winning. She was a close-to-the-vest lady, so she wasn't terribly expressive, but I could tell she was appreciative. She walked back to her desk. A few minutes later, I walked out of the building, past her cubicle and noticed her screen. She was researching new cars - Toyota Corollas. My initial reaction was to judge: "C'mon, really? A new car? Maybe try to save some $ in case we go under!" But as I walked to the parking lot, I noticed her car - a 10+ year old Toyota Corolla. Paint chipping, dirty, and clearly not in great shape. She wasn't researching a new car to be flashy (it's a Corolla), but out of necessity. She needed a new car just to reliably get to work. That's what most miss about turnarounds. It's not just the company's profits suffering or the investors' returns. Employees - people - individual human beings - often have to put their lives on hold as a result of someone else's bad decisions. In turnaround situations, all the finance guys will tell you it's about 13-week cash forecasts and managing operational KPIs and negotiating with vendors. They're not wrong- you absolutely have to do those things. But by far the biggest challenge is people... How do you convince people on a losing team that we will turn this around? How do you retain talent without the ability to compensate more? How do you motivate when you can offer little financial incentive? How do you keep people from feeling hopeless and exploring other opportunities? I don't think there's any job harder than being the CFO of a turnaround and that's not just because investors want their 13-week CF forecast... It's because you are the man holding the checkbook- one of the few people who can provide security to people on shaky ground. Turnarounds are about leading people.

@paulswaney3 Based on the quick scroll, looks among the best I’ve seen outside of McK. Looking forward to digging in

@paulswaney3 This is fantastic 🙌

@girdley Former McKinsey consultant here with colleagues on the Lilli team. The headline is that there was a large team dedicated to making the tool deployable - ton of work. Essentially Lilli was its own stack that sat between the corpus (knowledge base) and the LLM, which were varied.

What is the best LLM to dump every digital thing I have (including email) into it? Then, ask questions about the stuff? Basically, I want the same thing McKinsey has for their knowledgebase AI thing.

@overtime he's baby dokic

Should Derik Queen be a TOP 5 PICK?

Stealth QE continues: US Treasury announces $430b more Treasuries to be auctioned. - Tuesday was $225b - Today another $655b Total: $880b this week. treasurydirect.gov/auctions/upcom…

The jump in eggs index surprised absolutely no one. The real question is what’s driving this jump, and if you’ve been paying attention you know exactly what’s going on.

@heykayadams @FanDuel @Commanders Scary Terry

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