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Some Notes on Moats
Moats, RIP Bowery Farming, election reaction
Nov 8
•
Yoni Rechtman
5
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Some Notes on Moats
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Seed investors should buy common stock
Weekly digest Nov 1, 2024
Nov 1
•
Yoni Rechtman
1
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Seed investors should buy common stock
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October 2024
You always spend the money
Extra cash never sits in escrow
Oct 25
•
Yoni Rechtman
2
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You always spend the money
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Real World Businesses
Building, buying, growing, running serving real businesses in the real economy.
Oct 18
•
Yoni Rechtman
8
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Real World Businesses
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Why I love pre-seed
Weekly roundup of thoughts, writing, reading
Oct 11
•
Yoni Rechtman
5
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Why I love pre-seed
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Fix First, Conquer Later.
Onsite Repairs Can Build a Billion-Dollar Biz
Oct 4
•
Yoni Rechtman
1
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Fix First, Conquer Later.
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How many ways can you make money?
We want a straight line to good with a call option on big
Oct 1
•
Yoni Rechtman
3
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How many ways can you make money?
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September 2024
Flipping from sellers’ agents to buyers’ agents
Think “OG Priceline for X” but with context
Sep 29
•
Yoni Rechtman
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Flipping from sellers’ agents to buyers’ agents
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Customers pay much more for services than software
90% margins on tiny dollars won't make you rich.
Sep 24
•
Yoni Rechtman
4
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Customers pay much more for services than software
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Fragmentation and market structure
The opportunity for vertical software companies to buy and transform operating via GBOs (growth buyouts) is massive.
Sep 11
•
Yoni Rechtman
2
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Fragmentation and market structure
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July 2024
Our Buyout Thesis
We just shared the full deck with our buyout thesis and how we’re underwriting buyouts from a venture fund.
Jul 9
•
Yoni Rechtman
9
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Our Buyout Thesis
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June 2024
Specialists and generalist investors
Just like companies have majors (the place where they truly spike) and minors (the areas where they’re good but not hugely differentiated or special…
Jun 18
•
Yoni Rechtman
3
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Specialists and generalist investors
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