Past

Mon May
18
TOFUtext+loomposted
7 years at Credit Suisse, Greenhill & Treis (origin + DB tease)
Build-in-public origin story; 700+ owner conversations; teased two DB drops
Tue May
19
MOFUtextplanned
The 7 acquirability signals
Direct continuation from Monday — details the scoring rubric. Pre-validates Thursday's drop. Hook: '7 signals we score every operator on before any roll-up platform talks to them.'
Wed May
20
MOFUvideoplanned
Bolt-on sourcing math (whiteboard)
60-90s vertical. Hook: 'PE roll-up platforms pay associates $200K/year to source bolt-ons. Most are reading the same PitchBook screens as every other firm.' Math: associate cost vs automated mapping cost per qualified target.
Thu May
21
BOFUtext+loomplanned
Ohio specialty trades DB drops
Main event of the week. Loom of DB scrolling + text post with 3 surprising findings. Methodology in pinned comment. CTA: 'Comment TRADES or DM for sample.'
Fri May
22
TOFUvideoplanned
Roll-ups will run out of bolt-ons
60-90s polarizing hot take. 'Trades roll-ups are racing to deploy capital. Most will run out of bolt-ons in their geography before they hit IRR. Winners are the firms who mapped supply BEFORE picking up the phone.'
Mon May
25
MOFUtextplanned
Pillar #2 or #4 weekly TOFU
Next week kickoff. Either insider POV ('what MDs actually do vs what associates think they do') or cross-corpus pattern recognition.
Thu May
28
BOFUtext+loomplanned
Texas dental DB drops
Second DB tease from Monday's post — every acquirable dental practice in Texas, ranked by succession risk. CTA: 'Comment TEETH or DM for sample.'