M&A Focused CPA
I’ve heard accounting called a “commodity” skill

Might be. A commodity with increasing demand and decreasing supply.

If you’re an accountant and can figure out how the business model should work, you’re sitting on a gold mine.
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MastersInvest.com
‘.. McDonalds is not the expression of a single man. Indeed, it is not even a single company. It is a federation of hundreds of independent entities connected by an intricate web of partnerships.’

#conferderationofpartnership
#leapingemergenteffects https://t.co/GTb3Bs6mSG
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Tren Griffin
Milking a cow in "run off" a situation is all you can do. Streaming requires IP access.

"Dish had a net decline of about 202,000 in its satellite TV subscribers, ending June with 7.79 million negatively impacted by stricter customer acquisition policies" https://t.co/tC7iYIRTFw https://t.co/CXJIY47bHr
The 1st SaaS business in consumer was cable - then mobile,

Churn can be a stone cold killer. Or not. Customers on a contract lowers churn but that doesn't come free since there's CAC.

Churn and CAC are inextricably linked. They can be a friend or foe. https://t.co/2se4c3Tiz8 - Tren Griffin
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M&A Focused CPA
Accounting is one of several businesses that has the opportunity for “negative CAC”

Generate leads for long, recurring advisory projects off of short term, tactical, yet profitable projects https://t.co/Jsf4ZTTMTw
I’ve heard accounting called a “commodity” skill

Might be. A commodity with increasing demand and decreasing supply.

If you’re an accountant and can figure out how the business model should work, you’re sitting on a gold mine. - M&A Focused CPA
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Ethan Mollick
There were three great popular music revolutions.
Two smaller ones:
🎸1964: The rise of rock & soul, the death of doo-wop.
🧑‍🎤1983: The ascent of hard rock & new wave, the decline of country.
...And a huge one:
🎤1991: The rise of rap. The decline of rock. https://t.co/4xT6yJjo0T https://t.co/62kgfzE3pq
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Alex Brogan
RT @jonbrosio: Psychology is the ultimate writing cheat-code.

But, most people never use it – because no one ever taught them how.

Here's 12 psychological triggers to *ethically* market products & strategically craft viral content:
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Alex Brogan
RT @JHarperMedia: Best thread I’ve ever read on Twitter. Thank you, Alex! https://t.co/HLTSNJdlX7
25 freakishly effective mental models that will save you hundreds of hours of your life: - Alex Brogan
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Tren Griffin
The ribs at La Barbecue slap. The thief is both a criminal and a damn fool. https://t.co/Gy8BfVVURH
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FXHedge
SUMMERS WARNS FED ON 1970'S-STYLE MISTAKE WITH CPI SET TO SLOW, SAYS JOBS REPORT SHOWED OVERHEATING: BBG
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Dalius - Special Situation Investments
New investment ideas from VIC 👇

Incl: $OFLX short, $IMXI, and $SDRL

$OFLX short pitch:
– Cyclical COVID beneficiary at 45x peak earnings.
– Historically traded at 20x multiple.
– Insiders own 68% and are selling.
– A hedge fund with 10% is also reducing its position.
... 👇
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Jim OShaughnessy
Two thoughts from Douglas Rushkoff

“Limbic consonance is the little-known process through which the mood of a room changes when a happy or nervous person walks in.”

“We can be fully human without being in complete control of our world.”
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Alex Brogan
RT @CJ_Siampondo: Very valuable thread👏🏾👏🏾 https://t.co/lDZ6NrhFev
25 freakishly effective mental models that will save you hundreds of hours of your life: - Alex Brogan
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Jitendra Chawla, CFA
👌 https://t.co/GSrVwgoE6G
How can some people write so beautifully?

1/ Two of my favorite writing techniques: - Julian Shapiro
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Alex Brogan
RT @KeanuLanu: Probably one of the best threads on Twitter https://t.co/KwMtVUDMQr
25 freakishly effective mental models that will save you hundreds of hours of your life: - Alex Brogan
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