Jamie Ferguson-Woods

@tobi Seems like you could make this with Claude Code in an afternoon.

10 billion dollars in tax wasted trying and failing to make software that generates a CSV file with 450k rows in it twice a month.

@MaxxChewning It wasn’t plummeting on Wednesday

My son doesn’t even realize that his portfolio is plummeting right now

@oliverbrocato Hahaha I like that you did that!

I also have a confession. We didn’t raise $64M. - Bustem is fully bootstrapped (proudly raised $0) - We're doing $3.6M ARR (and growing quickly) - We’re highly profitable My social media intern thought it would be a good hook... If I get cancelled she gets fired.

We raised $64M for this moment: Introducing Bustem. Bustem scans the internet to find and eliminate 100% of counterfeits RT + comment “SCAN” and I’ll send you a list of every scammer targeting your brand 🫵

When pump prices spike, ecommerce CVR feels it fast. Seeing it in the data today. Don't wait for the dip to deepen, test urgency-driven offers and emphasize savings in your ad copy. Consumers are in 'justify the spend' mode right now.

@Seanfrank @MehtabKarta Everything I’ve seen - on empire slippers , quiet light etc is going for 3x. What level of ebidta and growth will get approx multiples? I’m not seeing anything even remotely close to 8x in the aggregator space.

Everything you need to know to sell your brand: Ecom valuations are going to rise again in the next 24 months. Here is everything you need to know if you want to make money during this window. 1- How are companies valued? Almost everything will be sold on a multiple of earnings. If you are small, you will use "Seller discretionary earnings". The money you as an owner can take every year. If you are bigger, it will be a multiple of EBITDA. Right now, a mid growth brand (growing 20%), in an average category (clothing, not beverage), with a solid team and clean financials, with 10 million in trialing 12 month EBITDA could get 8x-10x. That means they will sell for 80 million to 100 million. What makes the multiple go down? - not at all time high revenue (shrunk one year) - weak margin / too discount focused - bad channel mix (too amazon, too wholesale) - platform risk (tik tok shop) - tariff risk (all china) What makes the multiple go up? - good product mix (multiple hero items) - very diversified revenue (omni) - best in class margin - very strong LTV - HIGH MER But this brand will not trade on REVENUE. If someone told you that, they lied to you or are old. PE buys profit. The only things trading on revenue will be beverage or the most elite CPG. Gruns could get a rev deal done. Ridge cant. But valuations, multiples, will continue to go up. why? 2- Interest rates are coming down. SAAS is being crushed. All this money needs to seek a return and ecom/brands/cpg have been suppressed for a while. It is a natural ebb and flow- Dollars are going to come in, valuations are going to go up. Covid highs we would see this appeal brand go for 10-14x EBITDA. In 2022-2025 the lows got as bad as 4x. So we have already recovered a lot from the low, but we are still 50% off the peak. Do I think we will see 20x EBITDA deals again? Or 3x revenue deals? no. But I think the asset class is still underpriced and will turn out to be pretty ai resilient. 3- Understand timing and terms. Part of the rise in valuations will be doing deals on forward looking projections. The past 4 years every deal was being done on trailing 12 months. I suspect in the next 12 months, more deals will be done on forward or current year numbers. SO doing a deal in June, but getting credit for the projected ebitda for the entire fiscal year. The flip of this, in the past 4 years most deals have been very preditorary. Lots of coupons, dividends, participation snuck in. I saw deals being done at 10x EBITDA, but its a minority deal where the buyer basically is guanreteed a 4x on their money... Someone was buying 25% of something but getting so many protections its like they owned th3 whole thing. Thats all going to go away 4- Hire help. If you are small use a broker or a lawyer. For 50k a lawyer can save your ass on a 3 million dollar deal. If you are bigger, 3-5m in ebitda and up, hire a banker they will charge 1-5% of the entire deal, but every banker pays for themselves. they will find more buyers, tighten the screws, and guarantee a deal closes also- if you want to sell, dont miss the window. the windows are open 2 years every 6 years. Eventually everything goes to shit and you gotta wait out the bad times anyway- this is actually a series and this is part 1 of 5 suckers see you soon

@LuptonDj55572 @binghott @codyplof Why is there a bit with 1 follower trolling Cody.

@binghott @codyplof Barry be less of a wuss. Cody is wasting time on this. But when your Mommy handed you all your success, you can waste time and still look good on Twitter.

I've been determined to use claude code to be able to create pixel perfect designs and I had a major breakthrough today. I'm fairly confident we're have a human in the loop AI CRO system in the next month that can be done end to end, at a super high level, with one mid level person.

@ecom_jad What multiples are we seeing by range or revenue and ebitda?

We have sold over 100 Ecom brands. Ask me anything on exits.

@harleyf Shss don’t tell anyone

Imma just leave this here. Happy Sunday, friends.

🚨🇺🇸 BREAKING — Another Angle Showing Alex Pretti Never Pulled a Gun.

@ericjackson Sorry for your loss but the indicators / outcomes in Canada are mostly better than USA.

My father died way too early as a result of the “free” healthcare system. He didn’t go bankrupt… he just died too soon… not a great outcome… what would I pay to have him here still!

@AlessandroLavis Shop

$50k–$100k/month ai tiktok shop affiliate pages are built with a repeatable system, not creativity they start with one product that’s already converting then lock a simple talking-head format that feels native in the feed and clone it across multiple ai avatars the script doesn’t change the hook logic stays identical the offer timing is fixed ai swaps faces and voices while preserving pacing and delivery so every video feels original without drifting from what works and posting volume scales without creators or filming days these pages aren’t trying to convince anyone they surface discounts and products people were already about to buy i broke down the full setup behind this page structure avatar cloning script logic and posting cadence rt + comment “shop” and i’ll send the full breakdown (follow for dm)

@NahFlo2n Pages

$200k in mrr added in 6 months by turning ai pages into an app traffic engine fluently didn’t scale by chasing influencers or burning budget on constant launches they built simple ai-powered content pages each one teaching a single english concept designed to be saved, shared, and rewatched ai handled volume and consistency the app captured intent at the moment of learning traffic compounded followers turned into users users turned into recurring revenue this is what happens when ai pages aren’t used for clout but as distribution for a product that actually fits i broke down how pages like this are built and routed into app installs rt + comment “pages” and i’ll send it (follow for dm)

If you were paying attention it was obvious - especially in the original Wuhan Flu subreddits. I made a smaller but similar trade. (I bet the SPY would go down by 20%). I think the real inside info wasn’t when COVID was going to come but rather when the market would bottom. Market bottomed march 23, 2020. This was where I went wrong, I didn’t close the hedge soon enough. Also remember, this was not @BillAckman personal money. This was a hedge designed to protect his longs from the volatility. The trade was designed to last for two years and would have cost a lot more to service over the two years, but the timing worked out well.

@tatealax TikTok marketing is all pretty sketchy

this is literally the blueprint for printing views without ever sounding like you’re selling the pattern is basically borrowed authority : “my dentist said” “i matched with a dentist” “date a dentist because” it makes people drop their guard because it feels like gossip and advice at the same time, not a sales pitch psychology wise it works because of bias, people trust experts even when it’s secondhand and casual It also creates a curiosity gap, you feel like you’re about to hear something you weren’t supposed to know and it’s framed like a story not marketing, younger audiences hate staged ads and respond way better to real sounding, relatable delivery the reason she never has to hard sell is because she sells through education and vibes she’s basically saying here’s what my dentist told me and the product is just the obvious next step this format is so plug and play it’s scary apps, especially b2c apps, because you can turn features into expert advice and story time hooks products, especially anything health beauty lifestyle because people already look for routines and recommendations services, because you can position the service as the thing that fixes the problem the expert warned you about This is how you can implement this format for any app or product: sleep app: my doctor said my sleep debt is ruining my skin so i tried this for 7 days budgeting app: my accountant friend told me this is why my money disappears fitness app: my physical therapist said this one mistake is why your knee hurts skincare: my derm said if you’re doing this at night you’re wasting your serum food: my nutritionist said this is the snack that’s secretly making you hungrier now if you take one hook like my dentist said and you let a bunch of clippers remix it into 200 versions, different faces, different stories, different contexts same core authority cue, infinite variations, and you find the winners fast and this is exactly why clipping makes it go crazy goviral is the same play but in a different niche it’s not about being a tiktok expert, it’s about making the hook feel like forbidden insider info my bf was fired from tiktok so he decided to spill the sauce i used to work at tiktok, here’s everything you need to know to go viral that same authority plus curiosity combo, just swapped from dentist to ex employee if someone has a decent app or product and they’re not using this, they’re leaving attention on the table not because the product is bad, but because the delivery isn’t built for how people actually scroll right now if you're in need of distribution and a marketing strategy DM me

Everyone is complaining about Minnesota fraud but what about all the Medicare Fraud in Florida and Trumps pardon of Lawrence Duran?

A Google insider has officially been exposed on Polymarket. This dude just profited $1,000,000 in a single day betting on the Google search markets. Google accidentally pushed the results early, then removed them, but not before it revealed he went 22/23 on his bets and ballooned to $3.9M in open positions. This isn’t a lucky streak. He previously made $150K+ predicting the early release of Gemini 3.0 before results were out. At this point it’s obvious: He’s a Google insider milking Polymarket for quick money. It’s one of the wildest things I’ve seen on the platform

@iamshackelford Ya and still down!

Please tell me Shopify isn’t down and that this is just a joke.

incredible thing to tweet when the platform is down