JD
@JD_DeYonker
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Break Coffee, clean drinking water with Pure Point, geeking on sub-institutional deals with SMB Invest, not so subtle 6’7, ATL native, NYC lifer.
New York, NY
Joined November 2021
Someone please launch an AI-powered sell-side equity research firm. - Company launch reports.- Industry deep dives.- Quarterly previews/updates (bonus points for ~unique data inputs).- News aggregation. Cost? $200/month. Insane.
Have found pretty good Deep Research results with this prompt. Good for getting up to speed on a new company. Sharing in case it’s helpful. ——.“You are an equity research analyst. Produce a rigorous, source-backed investment memo on {Company} [{Ticker}] with a clear Buy, Hold,.
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Ramtin from Abstract on ILTB was a 12/10. Sounds like he hustles harder than anyone, likable > attracts the bluest chip LPs/mentors, and more than anything it seems like he’s actually thought about how to make money in VC. Portfolio construction, risk mgmt, unique signals,.
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Re: liquidity in late stage VC, it’d be fun to see someone with $1b worth of stock build a marketplace of $10 blocks for retail with full liquidity. Demand would probably be so high that it would make the other private investors feel smart / another data point for LP meetings.
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IMO, these guys are the top 5%, usually top 1%, of the finance industry and will easily be able to figure out how to make good money. They can always go be a sell side analyst and just work hard.
I’m hearing from a lot more HF ppl who either recently lost their jobs or quit, with absolutely zero idea of what’s next. Strange trend given how many random pod shops exist now & these aren’t exactly dumb ppl. More ppl should prob have a backup plan as HF industry has changed.
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Somebody make an agent that tracks everything I watch on TV and give me recommendations across platforms. Idk if it’s worth anything but feels easy enough.
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I’m startled yet never surprised when successful businesses are really cheap. Growing cheap instills a culture of thinking in terms of profit generated vs any other vanity metric. That said, being too cheap has crushed many a SMB.
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Playing with ChatGPT to define Break’s tone and style while I’m walking to get dinner. I just got 90%+ of the value that $50k+ and 2 months of mindless meetings would get in the pre-AI VC-backed era.
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All I want for Xmas is a simple automated outbound email/linkedin stack that doesn't break the bank or require me to touch Clay.
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We all know MicroStrategy won’t end well, but it seems like he’s trying to blow himself up quicker. On CNBC now talking about the structured BTC vehicles he’s taken public recently: Strike, Stretch, Strife, and another. Comparing some of them to savings accounts, a lot of.
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I heard about a franchise today who designed modular buildings so that as soon as the zee finds a plot of land, building it takes less than 45 days. Neat.
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Leaving my first franchise broker event and realizing it was the first time I’ve ever been on the entertaining side to sales people. A text I just got, “Let’s work together. I have a feeling our friendship will go a long way.”. I can promise you that nobody at American Century.
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Me: Using AI at all at work? . Some friends: No. I don’t really have anything I could use it for. If I were to tell that same friend he could hire a super genius for $20/hour, he would do it, right?. Starting to feel like you’re just lazy if you haven’t at least tried.
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I swear people would buy less real estate if deal language was earnings multiples vs. rate caps. Buying a warehouse at a 20x multiple just doesn't sound sexy.
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People: GLP-1’s will crush junk food. Crumbl: Hold my beer.
Latest developments with Crumbl 🔥 . Donuts coming 2026!. Dirty sodas later this year. Target AUV over coming years : $2M. (Source: Annual conference going on rn)
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Like pain? Whether you get to the other side or not, buying a sub size biz at 6x with leverage will make anyone’s stomach turn.
EtA businesses are consistently purchased at 6-7x EBITDA, regardless of size. The avg exit multiple was 14x with bigger businesses also receiving a higher multiple!
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Talked to a guy who owns a (big) B2B services biz and ~90% of revenue comes from knocking doors. Sales guys are expected to pick up 25-40 biz cards a day. Top sales guys aren’t hungry 23 year olds - they’re scrappy sales guys making $100k at Verizon who will grind for $150k.
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As fake as these may be, they get the blood pumping for 2 seconds each time.
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Office managers generally have decision making rights in coffee, but would they have the green light for a softserve machine too? . I’d be good for an affo a day.
The affogato is the perfect summer dessert. Ice cream. Caffeine. Just unrivaled energy. Give me a vanilla bean affogato over a Monster every day of the week. They say one perfect affogato is all you need to turn even the worst day around.
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