using a Pixel in 2025 feels like using an iPhone in 2010
Brian Gachichio
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strategy & insight
An odd feature of life is that every person is both the hero and the victim in their story, and every thing that they do or don't do is reasonable, or not as bad as it may seem to others and can be explained and understood if only other people knew their intentions
In an M&A deal, the sell side can either have a weak P&L or a dirty balance sheet, NEVER both.
• Weak P&L, strong bs, refi for growth capital
• Strong P&L, weak bs, retain earnings to acquire assets and rebalance
• Weak P&L, weak bs - buy cheap, transformation and sell fast
Advice to anyone being advised:
1. Don't listen to what they say, observe what they do/did.
2. Only consider the advice of someone who has outcomes that you want.
3. Be ready and willing to pay the required cost to achieve those outcomes.
4. Actively ignore the rest.
Don't be "most people"
social class =/ sophistication
you can have bags and be whack, you can have ordinary money and be extraordinary
correlation is not causation
A few months out of here and I'm right back. Would be great to make some sats ⚡ from sharing my ideas on sm
hello world