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Here is Jeremy Yamaguchi explaining his thesis on why he decided to acquire pool services businesses. So far, he has acquired 10 companies in a short 18 months. Jeremy has previously built, scaled, and exited three home services businesses: 1. Golden Shine (housekeeping) - bootstrapped, sold to a private...

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PrivateEquityGuy (Mikk Markus)

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11,074 görüntüleme • 3 ay önce •via X (Twitter)

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My conversation with Jeremy Yamaguchi on how he acquired 10 companies in 18 months. Jeremy has previously built, scaled, and exited three home services businesses: 1. Golden Shine (housekeeping) - bootstrapped, sold to a private equity firm in his early 20s 2. Lawn Love (lawn care) - scaled to 120 cities / 40 states, ca 7,000 field techs, sold after 8 years 3. Now Cabana - building the first national pool services brand, blending M&A + software + local ops I hope you enjoy, and learn a lot. Show notes: 0:00 How Jeremy built and exited 3 home services businesses 5:48 Why “boring” home services were a massive tech opportunity 8:11 Why he chose venture for Lawn Love 12:41 Why home services are still wildly fragmented and why most founders misunderstand the space 17:36 Game selection 27:23 Cabana thesis 34:48 10 deals in 18 months, 4x YoY growth 59:45 Only buy from good-faith sellers
1:01:57

My conversation with Jeremy Yamaguchi on how he acquired 10 companies in 18 months. Jeremy has previously built, scaled, and exited three home services businesses: 1. Golden Shine (housekeeping) - bootstrapped, sold to a private equity firm in his early 20s 2. Lawn Love (lawn care) - scaled to 120 cities / 40 states, ca 7,000 field techs, sold after 8 years 3. Now Cabana - building the first national pool services brand, blending M&A + software + local ops I hope you enjoy, and learn a lot. Show notes: 0:00 How Jeremy built and exited 3 home services businesses 5:48 Why “boring” home services were a massive tech opportunity 8:11 Why he chose venture for Lawn Love 12:41 Why home services are still wildly fragmented and why most founders misunderstand the space 17:36 Game selection 27:23 Cabana thesis 34:48 10 deals in 18 months, 4x YoY growth 59:45 Only buy from good-faith sellers

PrivateEquityGuy (Mikk Markus)

35,685 görüntüleme • 6 ay önce

If you’ve been to Buffalo Wild Wings lately you know how horrible the quality has dropped This American wanted to find out why He researched and found it’s been acquired by a Private Equity Firm and they changed to a cheaper supplier and drastically cut quality for profits “I looked it up and sure enough, they had been acquired by private equity. Rourke Capital acquired Buffalo Wild Wings in 2017 — The 3 ways that they impacted the brand. The first is cost control. By focusing on tightening labor and supplier margins, they were able to increase their profit. One of my friends who worked for a competitor explained that they changed suppliers to a cheaper chicken supplier without led to lower quality wings.” He explains the other changes they’ve made Private equity has never made a single businesses better
1:47

If you’ve been to Buffalo Wild Wings lately you know how horrible the quality has dropped This American wanted to find out why He researched and found it’s been acquired by a Private Equity Firm and they changed to a cheaper supplier and drastically cut quality for profits “I looked it up and sure enough, they had been acquired by private equity. Rourke Capital acquired Buffalo Wild Wings in 2017 — The 3 ways that they impacted the brand. The first is cost control. By focusing on tightening labor and supplier margins, they were able to increase their profit. One of my friends who worked for a competitor explained that they changed suppliers to a cheaper chicken supplier without led to lower quality wings.” He explains the other changes they’ve made Private equity has never made a single businesses better

Wall Street Apes

255,091 görüntüleme • 5 ay önce

In 2026, Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: --> PE - people heavy biz services, stable/low growth, predictable cashflows --> VC - tech-forward, high growth, high risk, massive TAM What was the playbook for B2B VC backed startups? --> Grow to unicorn scale by selling to other early adopter tech companies, then Fortune 500s XX> SMB and mid-market services - think field services, IT staffing, accounting, construction, recruiting - were always tough to sell into for startups Why? -->Thin margins, high labor costs, and small IT budgets >> But as AI eats labor, these businesses are in play << There are 3 ways where VC and PE are colliding: 1/ Private Equity funds will become channel partners for startups. PE funds are focused on financial engineering and cost optimization. Startups building AI products and services can sell across their portfolio to automate the backoffice and uplevel sales and marketing. PE funds have made AI their #1 strategic priority and have hired central leaders to oversee their portfolio adoption efforts 2/ PE portfolio pages are a startup idea menu Private equity will often buyout vertical software companies whose TAM didn’t allow venture scaled returns. As software evolves from data storage and collaboration to agents taking action and completing work, AI should massively expand the TAM for these categories. Founders will set their sights on unseating these legacy incumbents backed by private equity. All they have to do is look at their portfolio pages for category ideas 3/ AI Rollups This is one of the most direct ways that VC is eating PE VC backed AI platform businesses are not just selling software but acquiring legacy business services companies to own the value chain end to end. As an example, our a16z speedrun 🧊 company AgentAstra is acquiring freight forwarding services businesses with mostly debt and integrating AI deeply into their operations These companies aim to increase margins by at least 2x and make them “AI native” tl;dr - While the west coast, Patagonia-wearing VCs and the east coast, PE suits used to live in different universes, in 2026 with AI, I believe, those worlds converge
2:14

In 2026, Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: --> PE - people heavy biz services, stable/low growth, predictable cashflows --> VC - tech-forward, high growth, high risk, massive TAM What was the playbook for B2B VC backed startups? --> Grow to unicorn scale by selling to other early adopter tech companies, then Fortune 500s XX> SMB and mid-market services - think field services, IT staffing, accounting, construction, recruiting - were always tough to sell into for startups Why? -->Thin margins, high labor costs, and small IT budgets >> But as AI eats labor, these businesses are in play << There are 3 ways where VC and PE are colliding: 1/ Private Equity funds will become channel partners for startups. PE funds are focused on financial engineering and cost optimization. Startups building AI products and services can sell across their portfolio to automate the backoffice and uplevel sales and marketing. PE funds have made AI their #1 strategic priority and have hired central leaders to oversee their portfolio adoption efforts 2/ PE portfolio pages are a startup idea menu Private equity will often buyout vertical software companies whose TAM didn’t allow venture scaled returns. As software evolves from data storage and collaboration to agents taking action and completing work, AI should massively expand the TAM for these categories. Founders will set their sights on unseating these legacy incumbents backed by private equity. All they have to do is look at their portfolio pages for category ideas 3/ AI Rollups This is one of the most direct ways that VC is eating PE VC backed AI platform businesses are not just selling software but acquiring legacy business services companies to own the value chain end to end. As an example, our a16z speedrun 🧊 company AgentAstra is acquiring freight forwarding services businesses with mostly debt and integrating AI deeply into their operations These companies aim to increase margins by at least 2x and make them “AI native” tl;dr - While the west coast, Patagonia-wearing VCs and the east coast, PE suits used to live in different universes, in 2026 with AI, I believe, those worlds converge

Troy Kirwin

187,300 görüntüleme • 8 ay önce

Jack Nicklaus has posted a video message on Instagram to celebrate re-acquiring the Nicklaus Companies: “You may have heard that I’ve re-acquired the businesses of the company I founded over 50 years ago, the Nicklaus Companies. “Everything I’ve done in my career and life has been about family and building a legacy. And today, the Nicklaus Companies, are back in the hands of my family and me.” Jack Nicklaus was awarded $50 million in a defamation lawsuit against the Nicklaus Companies back in October, and he was then cleared to buy the assets of the firm for $35.7 million. Jack won 18 majors including 2 US Amateurs and his LLC named “20 majors” has acquired his name, image and likeness as of March 2026, as well as his golf design business, ending the corporate litigation.
2:01

Jack Nicklaus has posted a video message on Instagram to celebrate re-acquiring the Nicklaus Companies: “You may have heard that I’ve re-acquired the businesses of the company I founded over 50 years ago, the Nicklaus Companies. “Everything I’ve done in my career and life has been about family and building a legacy. And today, the Nicklaus Companies, are back in the hands of my family and me.” Jack Nicklaus was awarded $50 million in a defamation lawsuit against the Nicklaus Companies back in October, and he was then cleared to buy the assets of the firm for $35.7 million. Jack won 18 majors including 2 US Amateurs and his LLC named “20 majors” has acquired his name, image and likeness as of March 2026, as well as his golf design business, ending the corporate litigation.

Flushing It

635,952 görüntüleme • 4 ay önce

This guy quit his corporate job and opened a business where he: - Is on track to make $100K / year profit - Works an hour a week The whole business runs on $40/month software. His 14-year-old helps clean on Saturdays. It's 24/7 door access, so he doesn't even have to be there. What in the world is this unicorn? A single bay golf simulator with a membership model. Members pay $175 to $325 a month to practice their swing in a private space. He opened with 5 friends as his first customers. Within 3 months he hit 15 members and broke even. Now he's at 28 members after 6 months. Max capacity is 40 per bay. In this episode Jay breaks down: - Exactly how he validated demand before opening (talked to 10 friends, 5 committed immediately) - His three-tier pricing model and why unlimited is only $325/month - How he negotiated his lease to not pay rent until he opened - Why he's deliberately not marketing yet (he wants to learn the business first) - His plan to scale from 1 to 5 locations in the next couple years This one is so dang good! I love this stuff.
0:59

This guy quit his corporate job and opened a business where he: - Is on track to make $100K / year profit - Works an hour a week The whole business runs on $40/month software. His 14-year-old helps clean on Saturdays. It's 24/7 door access, so he doesn't even have to be there. What in the world is this unicorn? A single bay golf simulator with a membership model. Members pay $175 to $325 a month to practice their swing in a private space. He opened with 5 friends as his first customers. Within 3 months he hit 15 members and broke even. Now he's at 28 members after 6 months. Max capacity is 40 per bay. In this episode Jay breaks down: - Exactly how he validated demand before opening (talked to 10 friends, 5 committed immediately) - His three-tier pricing model and why unlimited is only $325/month - How he negotiated his lease to not pay rent until he opened - Why he's deliberately not marketing yet (he wants to learn the business first) - His plan to scale from 1 to 5 locations in the next couple years This one is so dang good! I love this stuff.

Chris Koerner

95,473 görüntüleme • 3 ay önce

🚨 HOLY SMOKES. Journalist finds $2M "home health" center in Maine located next to a SOMALI MONEY WIRING SERVICE They don't even freaking hide it. In one building, TEN businesses are home health. Nobody is ever there. They are funded by our tax dollars. IT'S FRAUD. "That's a $2 million home health care agency. You can see it's located right next to two money-wiring services. Right next to it you have DahabShiel. DahabShiel is the official money-wiring service of the Central Bank of Somalia." 🤯 "We're here in Portland, Maine. We found of the businesses that are registered in here, of the 20-something businesses, 10 of them are home health care businesses." "As you can see, Prestige Home Care, Brightstar Home Care, Atlanta Community Support, Five Stars Home Health Care, Prime Home Care, LLC." "It's a trend we saw in Minnesota, one that the Minnesota House Oversight Committee on Fraud tells NewsNation is a giant red flag, large clusters of health care providers in one location." "This building right behind me has 22 different home and community-based health care companies registered in the building." OWNER: "Some I highly question. Nobody's ever here, and if it was one or two or three or four, but when there's 10, I've had as many as 12 or 13 probably before." H/t Rich McHugh
2:35

🚨 HOLY SMOKES. Journalist finds $2M "home health" center in Maine located next to a SOMALI MONEY WIRING SERVICE They don't even freaking hide it. In one building, TEN businesses are home health. Nobody is ever there. They are funded by our tax dollars. IT'S FRAUD. "That's a $2 million home health care agency. You can see it's located right next to two money-wiring services. Right next to it you have DahabShiel. DahabShiel is the official money-wiring service of the Central Bank of Somalia." 🤯 "We're here in Portland, Maine. We found of the businesses that are registered in here, of the 20-something businesses, 10 of them are home health care businesses." "As you can see, Prestige Home Care, Brightstar Home Care, Atlanta Community Support, Five Stars Home Health Care, Prime Home Care, LLC." "It's a trend we saw in Minnesota, one that the Minnesota House Oversight Committee on Fraud tells NewsNation is a giant red flag, large clusters of health care providers in one location." "This building right behind me has 22 different home and community-based health care companies registered in the building." OWNER: "Some I highly question. Nobody's ever here, and if it was one or two or three or four, but when there's 10, I've had as many as 12 or 13 probably before." H/t Rich McHugh

Eric Daugherty

502,273 görüntüleme • 6 ay önce

Today I visited a cattle keeper in Edgerton, Minnesota who has 1500 cows living in a total space of 60000 sq ft (a soccer field has 81,000 sq ft). The farm has 2 full time workers (himself and his son) and will occasionally hire services of a vet, an agronomist and a nutritionist. He grows maize on 700 acres and hay on 100 acres to feed the cows. That is 0.5 acres for each cow! A cow that comes in at 220kgs is sold after 300 days with 700kgs. Every activity at the farm is efficient - for example food is delivered to all animals under 15 minutes!
0:39

Today I visited a cattle keeper in Edgerton, Minnesota who has 1500 cows living in a total space of 60000 sq ft (a soccer field has 81,000 sq ft). The farm has 2 full time workers (himself and his son) and will occasionally hire services of a vet, an agronomist and a nutritionist. He grows maize on 700 acres and hay on 100 acres to feed the cows. That is 0.5 acres for each cow! A cow that comes in at 220kgs is sold after 300 days with 700kgs. Every activity at the farm is efficient - for example food is delivered to all animals under 15 minutes!

Kenneth Barigye

53,542 görüntüleme • 1 yıl önce

Eric Hartman 3/6 with a double, 2 stolen bases and 2 rbis. The ball absolutely explodes off his bat. He catches up to velo (he absolutely destroyed a 96 mph foul ball in his last at bat before the single) and stays back and through the off speed really well. His speed is top end. The way he can drive with his exit velos and his speed and glove already has him up into my top 10 prosects early in the year. .312 with a 1.030 OPS 5 Doubles 1 Triple 8 Home runs 10 Stolen bases in 23 games. And again.....he's only 19 years old.
0:52

Eric Hartman 3/6 with a double, 2 stolen bases and 2 rbis. The ball absolutely explodes off his bat. He catches up to velo (he absolutely destroyed a 96 mph foul ball in his last at bat before the single) and stays back and through the off speed really well. His speed is top end. The way he can drive with his exit velos and his speed and glove already has him up into my top 10 prosects early in the year. .312 with a 1.030 OPS 5 Doubles 1 Triple 8 Home runs 10 Stolen bases in 23 games. And again.....he's only 19 years old.

Lethal platy

10,715 görüntüleme • 3 ay önce

Dan Loeb: "every time Dario from Anthropic opens his mouth, a new sector gets hammered - the lost art of short selling has come back - and it's absolutely critical" this is him explaining what AI is about to destroy - and how he's making money on both sides his words: "$150 to $250 billion of private credit has been issued to software companies - a lot of these loans will be impaired. and behind that, there's half a trillion to a trillion dollars of equity in these deals" "we've gone from 'it's a fad' to 'it'll happen far in the future' to 'omg, it's happening now' - and it's causing a rethinking of the terminal value of every enterprise" "AI is going to spill over to adjacent businesses, to the economy, drive up unemployment, and kick the market in the gut" "humility is probably the number one most important quality for someone to have - things can change really fast" bookmark & watch today ↓
27:00

Dan Loeb: "every time Dario from Anthropic opens his mouth, a new sector gets hammered - the lost art of short selling has come back - and it's absolutely critical" this is him explaining what AI is about to destroy - and how he's making money on both sides his words: "$150 to $250 billion of private credit has been issued to software companies - a lot of these loans will be impaired. and behind that, there's half a trillion to a trillion dollars of equity in these deals" "we've gone from 'it's a fad' to 'it'll happen far in the future' to 'omg, it's happening now' - and it's causing a rethinking of the terminal value of every enterprise" "AI is going to spill over to adjacent businesses, to the economy, drive up unemployment, and kick the market in the gut" "humility is probably the number one most important quality for someone to have - things can change really fast" bookmark & watch today ↓

bodila

83,419 görüntüleme • 14 gün önce

Luca Ferrari is the co-founder and CEO of Bending Spoons, one of the most fascinating companies in Europe and just became Italy's first decacorn. He describes it as 25% private equity firm and 75% technology company. They fully acquire and rebuild digital companies like Evernote, Vimeo, and most recently AOL. Luca Ferrari shares exactly how the Bending Spoons playbook works — how they find great businesses, improve every core function, and finance them with both debt and equity to own and operate forever. We also talk about his obsession with attracting and developing exceptional talent and why he's determined to build a generational company in Europe. Enjoy! Timestamps 0:00 Intro 0:30 What is Bending Spoons? 4:30 Why Europe Lacks Trillion-Dollar Companies 7:25 The First Test: From Failure to Founding 10:52 The McKinsey Years & Funding Co-founders 13:24 The Strategic Insight: Why M&A Over Building 16:13 Structural Advantages of the Platform Model 21:00 Talent as the Ultimate Edge 22:50 Rejecting Consensus 26:28 Early Days: From $10K to Billions 30:52 The Evernote Transformation 36:17 Pricing Power & Monetization Sophistication 40:32 Valuation & Deal Discipline 44:52 Financing Strategy 1:01:47 No Variable Pay: A Contrarian Approach 1:04:14 Areas of Dissatisfaction & Regulatory Frustration 1:09:25 Raising Europe's Largest Private Debt Round 1:13:28 AI's Impact on Software Businesses 1:17:26 Building Culture: State of the Spoon & Retreats 1:20:20 Why There Aren't More Bending Spoons 1:23:35 The Kindest Thing
1:26:28

Luca Ferrari is the co-founder and CEO of Bending Spoons, one of the most fascinating companies in Europe and just became Italy's first decacorn. He describes it as 25% private equity firm and 75% technology company. They fully acquire and rebuild digital companies like Evernote, Vimeo, and most recently AOL. Luca Ferrari shares exactly how the Bending Spoons playbook works — how they find great businesses, improve every core function, and finance them with both debt and equity to own and operate forever. We also talk about his obsession with attracting and developing exceptional talent and why he's determined to build a generational company in Europe. Enjoy! Timestamps 0:00 Intro 0:30 What is Bending Spoons? 4:30 Why Europe Lacks Trillion-Dollar Companies 7:25 The First Test: From Failure to Founding 10:52 The McKinsey Years & Funding Co-founders 13:24 The Strategic Insight: Why M&A Over Building 16:13 Structural Advantages of the Platform Model 21:00 Talent as the Ultimate Edge 22:50 Rejecting Consensus 26:28 Early Days: From $10K to Billions 30:52 The Evernote Transformation 36:17 Pricing Power & Monetization Sophistication 40:32 Valuation & Deal Discipline 44:52 Financing Strategy 1:01:47 No Variable Pay: A Contrarian Approach 1:04:14 Areas of Dissatisfaction & Regulatory Frustration 1:09:25 Raising Europe's Largest Private Debt Round 1:13:28 AI's Impact on Software Businesses 1:17:26 Building Culture: State of the Spoon & Retreats 1:20:20 Why There Aren't More Bending Spoons 1:23:35 The Kindest Thing

Patrick OShaughnessy

446,063 görüntüleme • 9 ay önce

The Chief Executive Officer of Yesu Dea, a subsidiary of VIP Buses Transport Services Limited, Yaw Amponsah Marfo, has gifted 19-year-old first-year student Enoch Eshun from the University of Cape Coast, who went viral due to his rare medical condition that has left him in a stiff standing position for the past five years, a brand-new car and GHS 20,000 for his mother. Mr. Amponsah Marfo revealed that a Customs officer had sent him Enoch's interview with Zion Felix, which deeply touched him. After watching it, he decided to gift the student and his mother a car and money. Due to his condition, Enoch has been using private vehicles to attend lectures and other activities on campus, which has been financially draining for him. 📽️: Zionfelix
2:31

The Chief Executive Officer of Yesu Dea, a subsidiary of VIP Buses Transport Services Limited, Yaw Amponsah Marfo, has gifted 19-year-old first-year student Enoch Eshun from the University of Cape Coast, who went viral due to his rare medical condition that has left him in a stiff standing position for the past five years, a brand-new car and GHS 20,000 for his mother. Mr. Amponsah Marfo revealed that a Customs officer had sent him Enoch's interview with Zion Felix, which deeply touched him. After watching it, he decided to gift the student and his mother a car and money. Due to his condition, Enoch has been using private vehicles to attend lectures and other activities on campus, which has been financially draining for him. 📽️: Zionfelix

EDHUB🌍ℹ

158,218 görüntüleme • 1 yıl önce

Henry Fitz's biography Is not a small play at all. No wonder Serwaa Akoto fall kpotooooor. 👀 1. Indeed, during his wedding at Royal Senchi, his invitation card had $200 for everyone 2. His nickname is illegal 3. He has 7 kids with 3 different women. 4. In all he married two women at a time. 5. His hotel di3 he sold it for ¢1m. 6. Henry Fitz is now broke, before he sold the hotel he allowed debtors to take things as a settlement. 7. The first wife has traveled to stay in the USA. 8. The second wife is somewhere around Ashongman Estate. 9. Bonus: Koforidua men are happy that Fritz has opened ways for them to conquer and take over any girl including Akoto. If you made it this far, don't forget to hit the follow button. You no go regret, i am sometimes funny 😃
10:00

Henry Fitz's biography Is not a small play at all. No wonder Serwaa Akoto fall kpotooooor. 👀 1. Indeed, during his wedding at Royal Senchi, his invitation card had $200 for everyone 2. His nickname is illegal 3. He has 7 kids with 3 different women. 4. In all he married two women at a time. 5. His hotel di3 he sold it for ¢1m. 6. Henry Fitz is now broke, before he sold the hotel he allowed debtors to take things as a settlement. 7. The first wife has traveled to stay in the USA. 8. The second wife is somewhere around Ashongman Estate. 9. Bonus: Koforidua men are happy that Fritz has opened ways for them to conquer and take over any girl including Akoto. If you made it this far, don't forget to hit the follow button. You no go regret, i am sometimes funny 😃

WithAlvin 🇬🇭

683,875 görüntüleme • 2 yıl önce

We Can’t Make This Shit Up … the Leftist-Liberal Democrats are simply a gift that keeps on giving! Washed up comedian, Jimmy Kimmel Live, who LITERALLY has accomplished nothing of significance in his life, decided to go full-scale Hollywood Elitist by taking a stab at DHS Secretary Markwayne Mullins by saying he ISN’T qualified because he was a plumber! Jimmy Kimmel: “Before he was elected to the Senate, Markwayne Mullin was a low-level MMA fighter and a plumber. That’s right. We have a plumber protecting us from terrorism now. It worked for Super Mario. Why not Markwayne?” Looking down on blue-collar workers is a mistake. They literally know how America works. But Democrats are beginning to show their true distain for the working class.they’ve just hid it for decades! So … Let’s examine Markwayne’s history … he was a businessman, rancher, and enrolled member of the Cherokee Nation before running for Congress. Huummm, unlike Elizabeth Warren, he is a true member of the Cherokee Nation … but apparently Leftist elites only like fake ones. He attended Missouri Valley College in 1996 (on a wrestling scholarship) but left without graduating. Later, he earned an associate's degree in applied science (construction technology) from Oklahoma State University Institute of Technology. A typical route many young kids have taken. At age 20, after his father Jim became ill, Mullin took over the family’s small plumbing company, Mullin Plumbing (which had about six employees at the time). With help from his wife Christie (whom he married right after high school), he grew it into Oklahoma’s largest plumbing service company by around 2011, employing hundreds and generating significant revenue. He expanded into multiple related ventures, owning or founding up to eight or more businesses by the early 2010s, including: - Mullin Environmental - Mullin Services - Mullin Properties - HVAC, septic, construction, and other home services companies - A restaurant (Rowan’s Steakhouse, named after his wife’s maiden name) He also operated cow-calf ranches in Adair and Wagoner Counties. In December 2021, he sold his businesses to Dallas-based private equity firm CenterOak Partners (retaining a minority stake in some). His business success made him a multimillionaire; financial disclosures showed substantial income beyond any modest salary he drew (e.g., he once publicly referenced a $50,000 salary while owning companies valued in the millions). He ventured into Mixed Martial athlete (2006–2007), which complemented his history as a wrestler. Mullin’s competed professionally as an undefeated MMA fighter with a 5-0 record during this period. He has described himself as a “former professional fighter.” Mullin’s career trajectory moved from hands-on tradesman and self-made businessman to longtime member of Congress and now a Cabinet secretary, emphasizing his roots in Oklahoma’s rural economy, skilled trades, and conservative values. Now compare Jimmy Kimmel’s life story … He has been and is a comedian (PERIOD)! WOW … and that makes him believe he knows who is or isn’t qualified to do anything … again, he is an elitist nobody!
0:46

We Can’t Make This Shit Up … the Leftist-Liberal Democrats are simply a gift that keeps on giving! Washed up comedian, Jimmy Kimmel Live, who LITERALLY has accomplished nothing of significance in his life, decided to go full-scale Hollywood Elitist by taking a stab at DHS Secretary Markwayne Mullins by saying he ISN’T qualified because he was a plumber! Jimmy Kimmel: “Before he was elected to the Senate, Markwayne Mullin was a low-level MMA fighter and a plumber. That’s right. We have a plumber protecting us from terrorism now. It worked for Super Mario. Why not Markwayne?” Looking down on blue-collar workers is a mistake. They literally know how America works. But Democrats are beginning to show their true distain for the working class.they’ve just hid it for decades! So … Let’s examine Markwayne’s history … he was a businessman, rancher, and enrolled member of the Cherokee Nation before running for Congress. Huummm, unlike Elizabeth Warren, he is a true member of the Cherokee Nation … but apparently Leftist elites only like fake ones. He attended Missouri Valley College in 1996 (on a wrestling scholarship) but left without graduating. Later, he earned an associate's degree in applied science (construction technology) from Oklahoma State University Institute of Technology. A typical route many young kids have taken. At age 20, after his father Jim became ill, Mullin took over the family’s small plumbing company, Mullin Plumbing (which had about six employees at the time). With help from his wife Christie (whom he married right after high school), he grew it into Oklahoma’s largest plumbing service company by around 2011, employing hundreds and generating significant revenue. He expanded into multiple related ventures, owning or founding up to eight or more businesses by the early 2010s, including: - Mullin Environmental - Mullin Services - Mullin Properties - HVAC, septic, construction, and other home services companies - A restaurant (Rowan’s Steakhouse, named after his wife’s maiden name) He also operated cow-calf ranches in Adair and Wagoner Counties. In December 2021, he sold his businesses to Dallas-based private equity firm CenterOak Partners (retaining a minority stake in some). His business success made him a multimillionaire; financial disclosures showed substantial income beyond any modest salary he drew (e.g., he once publicly referenced a $50,000 salary while owning companies valued in the millions). He ventured into Mixed Martial athlete (2006–2007), which complemented his history as a wrestler. Mullin’s competed professionally as an undefeated MMA fighter with a 5-0 record during this period. He has described himself as a “former professional fighter.” Mullin’s career trajectory moved from hands-on tradesman and self-made businessman to longtime member of Congress and now a Cabinet secretary, emphasizing his roots in Oklahoma’s rural economy, skilled trades, and conservative values. Now compare Jimmy Kimmel’s life story … He has been and is a comedian (PERIOD)! WOW … and that makes him believe he knows who is or isn’t qualified to do anything … again, he is an elitist nobody!

C-Reason🇺🇸

228,004 görüntüleme • 4 ay önce

Bill Ackman says he can turn $25 billion into a trillion dollars without hiring a single person - his track record: $1 became $28 in 22 years this is him explaining how he's building the next Berkshire Hathaway, why he gave every retail investor full allocation, and how he picks the best businesses in the world "a dollar invested with us 22 years ago became 27 or 28 times. we're going from $25 billion to a trillion, we don't have to hire another person" "I said I'm going to give every retail investor a full allocation. they found themselves with about 10 times as many shares as they wanted" "some of the best businesses in the world are trading at the lowest multiples right now. stocks of really high quality companies are incredibly cheap" "the management team has north of $500 million invested. we've had the best 8 years in our 22-year history" bookmark & watch the full conversation ↓
1:01:38

Bill Ackman says he can turn $25 billion into a trillion dollars without hiring a single person - his track record: $1 became $28 in 22 years this is him explaining how he's building the next Berkshire Hathaway, why he gave every retail investor full allocation, and how he picks the best businesses in the world "a dollar invested with us 22 years ago became 27 or 28 times. we're going from $25 billion to a trillion, we don't have to hire another person" "I said I'm going to give every retail investor a full allocation. they found themselves with about 10 times as many shares as they wanted" "some of the best businesses in the world are trading at the lowest multiples right now. stocks of really high quality companies are incredibly cheap" "the management team has north of $500 million invested. we've had the best 8 years in our 22-year history" bookmark & watch the full conversation ↓

Сarm1ne

1,333,190 görüntüleme • 1 ay önce

The heir to one of California's largest raisin companies is now facing 3 felony hate crimes for allegedly threatening to kill a rabbi He’s facing more than 9 years in prison for shouting these threats at his Pacific Palisades home to his rabbi neighbor The company his family owns is called Lion Raisins. It did $75 million in revenue last year and is worth over $120 million dollars I was able to find he comes from a conservative part of California and his family has specifically challenged California on things like regulations So this might explain why he could get 9 years for shouting some threats Democrats wouldn’t typically go after their own, but a Republican family who challenges their regulations… that’s a perfect target
1:21

The heir to one of California's largest raisin companies is now facing 3 felony hate crimes for allegedly threatening to kill a rabbi He’s facing more than 9 years in prison for shouting these threats at his Pacific Palisades home to his rabbi neighbor The company his family owns is called Lion Raisins. It did $75 million in revenue last year and is worth over $120 million dollars I was able to find he comes from a conservative part of California and his family has specifically challenged California on things like regulations So this might explain why he could get 9 years for shouting some threats Democrats wouldn’t typically go after their own, but a Republican family who challenges their regulations… that’s a perfect target

Wall Street Apes

40,725 görüntüleme • 1 ay önce

You’ve built something very valuable for a private equity group to acquire. You’ve either started a company from scratch or acquired one; you then operated and scaled it. After 5-10+ years, you sold a majority to a PE firm (cash and rolled minority equity); then several more years later you receive the “second bite of the apple”, larger than the first cash payment. A major liquidity and wealth milestone for you and your family, maybe beyond your dreams. But here’s the question no one asks: Now that you have wealth…how do you keep it? Two scenarios: A gentleman sold his construction company for $20 million. Within a year, half was gone. He had “diversified” into venture capital, luxury condos, and private crypto funds. He was chasing shiny objects. Contrast that with another entrepreneur who sold his HVAC business for the same amount. He put 60% into municipal bonds and short-term Treasuries, then took his time deciding what to do with the rest. The lesson: You don’t need to swing hard after you’ve already hit the home run. Build the wealth, then preserve and compound for today, tomorrow and future generations. In this episode, I break down the two-bucket philosophy: - Capital Preservation - Balanced and Compounded Growth I hope it gets you thinking about how to preserve and compound your wealth...starting today. Timestamps: 0:00 The hidden question after success: what do you do with the money? 1:30 Builders vs. stewards: different skill sets, same discipline 2:00 How legacy families preserve wealth for generations 2:30 "From rice field to rice field" 4:00 The simple fundamentals wealthy families follow 4:20 Why complexity sells, but simplicity endures 5:45 The two-bucket philosophy: preservation and compounding 6:01 Pillar #1: Conservative fixed income (your stability base) 6:40 Story: The entrepreneur who lost half his fortune chasing returns 7:22 Sponsor: CapitalBad - the marketplace for long-term investors 8:16 Pillar #2: High income strategy (living off cash flow) 9:12 Example: The Midwestern family that compounds quietly 9:15 Pillar #3: Long-term growth (own great companies for decades) 10:05 Compounding only works if you let it 10:59 Consumption vs. compounding: every generation’s choice 11:45 Structure, simplicity, and temperament in wealth management 12:00 Can you manage yourself as well as you managed your company?
13:15

You’ve built something very valuable for a private equity group to acquire. You’ve either started a company from scratch or acquired one; you then operated and scaled it. After 5-10+ years, you sold a majority to a PE firm (cash and rolled minority equity); then several more years later you receive the “second bite of the apple”, larger than the first cash payment. A major liquidity and wealth milestone for you and your family, maybe beyond your dreams. But here’s the question no one asks: Now that you have wealth…how do you keep it? Two scenarios: A gentleman sold his construction company for $20 million. Within a year, half was gone. He had “diversified” into venture capital, luxury condos, and private crypto funds. He was chasing shiny objects. Contrast that with another entrepreneur who sold his HVAC business for the same amount. He put 60% into municipal bonds and short-term Treasuries, then took his time deciding what to do with the rest. The lesson: You don’t need to swing hard after you’ve already hit the home run. Build the wealth, then preserve and compound for today, tomorrow and future generations. In this episode, I break down the two-bucket philosophy: - Capital Preservation - Balanced and Compounded Growth I hope it gets you thinking about how to preserve and compound your wealth...starting today. Timestamps: 0:00 The hidden question after success: what do you do with the money? 1:30 Builders vs. stewards: different skill sets, same discipline 2:00 How legacy families preserve wealth for generations 2:30 "From rice field to rice field" 4:00 The simple fundamentals wealthy families follow 4:20 Why complexity sells, but simplicity endures 5:45 The two-bucket philosophy: preservation and compounding 6:01 Pillar #1: Conservative fixed income (your stability base) 6:40 Story: The entrepreneur who lost half his fortune chasing returns 7:22 Sponsor: CapitalBad - the marketplace for long-term investors 8:16 Pillar #2: High income strategy (living off cash flow) 9:12 Example: The Midwestern family that compounds quietly 9:15 Pillar #3: Long-term growth (own great companies for decades) 10:05 Compounding only works if you let it 10:59 Consumption vs. compounding: every generation’s choice 11:45 Structure, simplicity, and temperament in wealth management 12:00 Can you manage yourself as well as you managed your company?

PrivateEquityGuy (Mikk Markus)

38,035 görüntüleme • 9 ay önce

🚨JEREMY CLARKSON ANNOUNCES HE IS IN REMISSION AFTER PROSTATE CANCER BATTLE! 🥳 The no-nonsense TV star has shared his best update yet, confirming he has beaten cancer and is now in remission. What an inspiring victory for the 66-year-old legend! In the closing episodes of Clarkson’s Farm Season 5, Jeremy broke the news to his team on camera. He told farm manager Kaleb Cooper and consultant Charlie Ireland: “I’ve got cancer.” A stunned Kaleb replied: “No, you haven’t. Where?” Jeremy responded: “Where it is is of no concern of anybody. I’ve known since May. I had a medical, you remember back in May. I disappeared off the other week and I had a biopsy and it is cancer and it’s aggressive, but it’s really early so the treatment will be, you know. I was praying we could get the harvest done and then I could go and get some treatment but it’s going to be slap bang in the middle.” The aggressive prostate tumour was spotted early during a routine May 2025 check-up when a blood test flagged high PSA levels. Scans and a biopsy confirmed it had not spread. Jeremy opted for high-intensity focused ultrasound treatment in August. After a follow-up test, doctors confirmed the cancer is in remission. He is now urging everyone to get tested, saying in a recent interview: “I have to say to everybody who’s reading this, please, please, please go and get checked. It’s not uncomfortable, it’s not undignified. And it’s a no-brainer. I did, and that’s why I’m sitting here talking to you 11 months down the line. I’ve seen so many people die of cancer.” Jeremy described catching it early as a life-saver, calling himself “the world’s luckiest man” after also dealing with previous heart issues. He is already back at work, with Season 6 of the show filming and set to air in 2027. He will continue regular monitoring but remains positive and focused on the future.
1:16

🚨JEREMY CLARKSON ANNOUNCES HE IS IN REMISSION AFTER PROSTATE CANCER BATTLE! 🥳 The no-nonsense TV star has shared his best update yet, confirming he has beaten cancer and is now in remission. What an inspiring victory for the 66-year-old legend! In the closing episodes of Clarkson’s Farm Season 5, Jeremy broke the news to his team on camera. He told farm manager Kaleb Cooper and consultant Charlie Ireland: “I’ve got cancer.” A stunned Kaleb replied: “No, you haven’t. Where?” Jeremy responded: “Where it is is of no concern of anybody. I’ve known since May. I had a medical, you remember back in May. I disappeared off the other week and I had a biopsy and it is cancer and it’s aggressive, but it’s really early so the treatment will be, you know. I was praying we could get the harvest done and then I could go and get some treatment but it’s going to be slap bang in the middle.” The aggressive prostate tumour was spotted early during a routine May 2025 check-up when a blood test flagged high PSA levels. Scans and a biopsy confirmed it had not spread. Jeremy opted for high-intensity focused ultrasound treatment in August. After a follow-up test, doctors confirmed the cancer is in remission. He is now urging everyone to get tested, saying in a recent interview: “I have to say to everybody who’s reading this, please, please, please go and get checked. It’s not uncomfortable, it’s not undignified. And it’s a no-brainer. I did, and that’s why I’m sitting here talking to you 11 months down the line. I’ve seen so many people die of cancer.” Jeremy described catching it early as a life-saver, calling himself “the world’s luckiest man” after also dealing with previous heart issues. He is already back at work, with Season 6 of the show filming and set to air in 2027. He will continue regular monitoring but remains positive and focused on the future.

J Stewart

505,604 görüntüleme • 1 ay önce

LUKE GROMEN SAYS NO ONE HAS ACCURATELY DESCRIBED HIS NEAR-TERM BEARISH STANCE ON BITCOIN So here it is, line by line: • Gromen says he sold most, but not all, of his Bitcoin. • He argues most people misunderstand why he is bearish. • He says his thesis that Bitcoin is the last functioning smoke alarm of global liquidity has been proven right. • What was proven wrong, for now, is Bitcoin as a neutral reserve asset in deflation. • In deflation, Bitcoin trades like a high beta tech stock. • In other words, Bitcoin behaves like equity, not cash or gold. • The global economy is extremely leveraged. • In any leveraged system, deflation hits the equity tranche first. • Bitcoin, in Gromen’s framework, is the equity tranche. • AI and robotics are enforcing accelerating, exponential deflation. • Productivity gains overwhelm anything short of extreme money printing. • Without “nuclear printing,” deflation dominates. • When deflation dominates, equity prices fall. • Because Bitcoin trades like equity, Bitcoin falls. • Gromen does not think nuclear printing is coming soon. • He thinks sentiment on Bitcoin remains extremely bullish because of all the hate he has gotten for selling. • Long term, he is still bullish on Bitcoin. • He still expects deflation to eventually force the 'nuclear printing'. • His mistake was timing the policy response too early. • Until that response arrives, he believes Bitcoin is vulnerable.
5:02

LUKE GROMEN SAYS NO ONE HAS ACCURATELY DESCRIBED HIS NEAR-TERM BEARISH STANCE ON BITCOIN So here it is, line by line: • Gromen says he sold most, but not all, of his Bitcoin. • He argues most people misunderstand why he is bearish. • He says his thesis that Bitcoin is the last functioning smoke alarm of global liquidity has been proven right. • What was proven wrong, for now, is Bitcoin as a neutral reserve asset in deflation. • In deflation, Bitcoin trades like a high beta tech stock. • In other words, Bitcoin behaves like equity, not cash or gold. • The global economy is extremely leveraged. • In any leveraged system, deflation hits the equity tranche first. • Bitcoin, in Gromen’s framework, is the equity tranche. • AI and robotics are enforcing accelerating, exponential deflation. • Productivity gains overwhelm anything short of extreme money printing. • Without “nuclear printing,” deflation dominates. • When deflation dominates, equity prices fall. • Because Bitcoin trades like equity, Bitcoin falls. • Gromen does not think nuclear printing is coming soon. • He thinks sentiment on Bitcoin remains extremely bullish because of all the hate he has gotten for selling. • Long term, he is still bullish on Bitcoin. • He still expects deflation to eventually force the 'nuclear printing'. • His mistake was timing the policy response too early. • Until that response arrives, he believes Bitcoin is vulnerable.

Bitcoin News

201,601 görüntüleme • 7 ay önce

Taylor Holiday just sold Common Thread Collective to private equity after 12 years of building what became one of the most respected agencies (and personal brands) in the ecommerce space. But the path there was brutal. At one point, Taylor Holiday spent every day of Christmas break on the phone with the bank to try to avoid foreclosure. His lawyer even suggested he threaten Chapter 11 bankruptcy just to call the bank's bluff. The situation got so overwhelming that Taylor called one of his board members and said: "I think you should fire me. I think I've lost the emotional capacity to do this." That's the level of honesty and transparency you get in this conversation. We spent two hours breaking down the entire CTC journey... → The early equity mistakes that nearly killed partnerships → The brand aggregator experiment that failed → Why agencies are fundamentally better businesses than brands → Why equity is important, but giving it away for free destroys motivation And ultimately, how he pushed through adversity to rebuild CTC into a business with a sterling reputation for client services and a big exit. If you're interested in hearing a raw, unfiltered perspective on what's truly required to get one of those life-changing exits that make the headlines, this is for you. And if you're an agency owner or thinking about building a service business, this is required listening. It includes lessons that could save you years of frustration and pain. It just hit podcast feeds today. Check the replies for a direct link 👇
1:43

Taylor Holiday just sold Common Thread Collective to private equity after 12 years of building what became one of the most respected agencies (and personal brands) in the ecommerce space. But the path there was brutal. At one point, Taylor Holiday spent every day of Christmas break on the phone with the bank to try to avoid foreclosure. His lawyer even suggested he threaten Chapter 11 bankruptcy just to call the bank's bluff. The situation got so overwhelming that Taylor called one of his board members and said: "I think you should fire me. I think I've lost the emotional capacity to do this." That's the level of honesty and transparency you get in this conversation. We spent two hours breaking down the entire CTC journey... → The early equity mistakes that nearly killed partnerships → The brand aggregator experiment that failed → Why agencies are fundamentally better businesses than brands → Why equity is important, but giving it away for free destroys motivation And ultimately, how he pushed through adversity to rebuild CTC into a business with a sterling reputation for client services and a big exit. If you're interested in hearing a raw, unfiltered perspective on what's truly required to get one of those life-changing exits that make the headlines, this is for you. And if you're an agency owner or thinking about building a service business, this is required listening. It includes lessons that could save you years of frustration and pain. It just hit podcast feeds today. Check the replies for a direct link 👇

Andrew Faris

108,810 görüntüleme • 1 yıl önce