equityandcashflow

@codetopeople @ryandeiss Show me the way, Andrea

There’s a CEO C: - Gets the data infrastructure right from the start - Builds simple, trustworthy reporting on top of it - Uses AI to automate the insight layer - Spends zero time manually entering numbers or arguing about which dashboard to trust The real unlock is building something that doesn’t require heroics to maintain.

I'm seeing this pattern with CEO dashboards now. CEO A: - Spends $50K on fancy BI tools - Has dashboards nobody trusts - Argues with teammates about feelings instead of facts - Systems break every few months - Still firefighting in Slack and email CEO B: - Uses a Google Sheet - Tracks metrics weekly - Makes their team enter metrics manually - Uses green/yellow/red stoplights - Reviews the whole business in 15 - 30 minutes In 2026, guess who scales to $20M?

@Turnaroundartst Hey Jeff, please make this into a thread vs indiviual posts. Will help readers like me follow along!

As you may know, I love the topics around Corporate Turnarounds and Distressed M&A and have read over 70 books on the subject. In the following posts I will lightly review each book with recommendations.  These helped me learn the art and science of the turnaround business and ultimately led me to write my own to fill in a few gaps in the literature. 2. Turnaround by Arnold Goldstein.  A down to earth book written for the business owner. Contains several creative sections such as Defensive Positioning and the Dump Buyback. Goldstein is a lawyer, PhD and prolific (probably the best) writer on the subject of corporate revitalization. Buy and read everything Goldstein has ever written.

@evfiend In

starting an options gc hit me if you want in few people have asked me and i’m pretty much solely trading options rn

@HighyieldHarry Agreed. Buy then build.

My initial plan before the HYH portfolio took off was to spend a lot of time in LMM PE. The thinking was you could really roll up your sleeves and directly translate ur skills into owning an SMB. Might be worth considering for many.

@capexbt I recall seeing the original post. Great call.

I successfully made the biggest short of my life. 1.6M people laughed at me. And now: Dubai Real Estate crashed 32% in 2 weeks. Everyone had an opinion on my trade. Nobody had a position.

@runaway_vol @ThinkAppraiser @NotA_Bull Charlie made that statement in ‘98. Adjusted for inflation, 190-200K is needed for escape velocity today.

@NotA_Bull charlie mungers 100k is 2m now

I remember people telling me that once you hit $100,000 invested, the “compound interest snowball” kicks in. Well, I hit $100k and have been consolidating sideways for seven months. LMAO, I got scammed.

@ClintFiore Pretty good contribution margin

Guess the Industry: $40M Revenue, $30M EBITDA

@noampomsky I like the volition comment. My two cents: ideation to execution window

as a rule the psychologically healthier someone is, the less time it takes them to do something they were eventually going to do anyway. Anything from sending a text to quitting a job. I’m not sure what to call it—processing time? lack of blocks? low avoidance?

@TicTocTick Also adds tax benefits if you are a REP

$350000 invested in dividend portfolio makes you $1000 a month in income . Grows at 10% a year. $350000 in single family home earns you $2000 in rent but add $800 in property taxes/insurance, wear and tear, maintenance and perhaps negative equity. Choice is clear .

@mahou5x @SystematicPeter Teach me

@SystematicPeter I can run 115 backtesting strategies over 4 symbols in last 5 years in 18 secs. Plenty of analysis and performance, Montecarlo, walk forward optimuzation, regime analysis. 4 dolars/month. I Will escale 4x once I launch my saas. Its going to be Epic

Building a professional trading infrastructure doesn't require a Silicon Valley budget. It requires a focus on uptime, security, and redundancy. Here is exactly how I host my automated strategies for about $130/month—including hardware. 🧵

@DeepDishEnjoyer H.4.1’s show net added assets each week since the end of December. Fed has added almost everything (except MBS) consistently w.o.w. Makes you think, we might be in soft QE.

btw the treasury dept is absolutely selling crude deltas in the market

@gioblaze0069 Try Yerba Mate, Caffeine and L Thenanine during the day A calm focus is the best way to describe the effects

When you guys are extremely stressed for long stretches , how many mg of Magnesium glycinate, l-theanine, and glyince are you taking each day? Before bed im at: 500mg of glycinate 1g of glycine 400mg of l-theanine Wanna take it during day too

@_apryor Red wing

@realEstateTrent Physically, The gym and good sleep. Sauna and cold plunge 3x a week in the evening when possible. Occasional dark chocolate as a treat. Mentally, I try to take at least one day a week (typically Saturday). I also remind myself that the fun is in the journey

The topic of health came up at dinner last night, and someone mentioned how important it is to keep stress levels as low as possible. Serious question: What do you do to relieve stress?

@ToddLlewellyn Agreed

my biggest pet peeve with the small business x community is when people talk about top line revenue but make it sound like it is profit: "I made $150k last year cleaning windows" No you didn't

@TheSalonDon Operator 🎯

A loan officer at a local bank told me that anyone applying as a "CEO" is flagged for manual review Successful small business owners don't call themselves that

@blueprintsmb22 @SMB_Attorney Seller violated non compete, disclosed proprietary info, fudged rev, and took a chunk of business with them. It happens

@SMB_Attorney I want to hear the best holy crap the world is ending story (seller violates non compete, cfo quits and locks buyer out of quickbooks, macro implodes, big customer dies, GM quits, etc to 8 figure exit) at some point - you guys must have seen everything at this point

Congratulations! You just acquired your first business. Now the real work begins

@JIMMYEDGAR Yes

I’m making a list of people who like quantum anomalies. Reply if you want to be added. I’ll explain later.

@Seanfrank Great story right here

ten years ago, I was sleeping on the ground of a 1 bedroom apartment in koreatown roaches in the kitchen. a homeless man was living in a closet behind the stairs of the building. it was $1400. it was a MASSIVE step up. Because the month before this, I was renting a bunk bed in a house of 14 guys. 3 rooms, 2 bathrooms. bunkbeds wall to wall. the empty apartment with no parking was a castle compared to the bunk beds. and ten years later... I run a brand doing a million dollars a day. I own a house in LA with a pool. I married a wonderful woman with a kid coming very soon. America is still the land of opportunities. In ten years I went from roach filled apartment, sleeping on the floor, to multi millionaire. never scammed anyone. never sold a course. never rug pulled. you can make it in america. I fucking love it here.

@GrahamStephan @ThinkAppraiser 😂😂😂😂

Set up my OpenClaw to lowball people on Facebook marketplace. So far it’s gotten me a: -House for $34,350 -Cybertruck $52,000 -Bengal Cat $40 -PSA 9 1st Edition Blastoise $135 -Rolex Daytona Panda $13,000 -5 Karat Diamond $30 -McDonalds Franchise $250,000 AGI is here.