Bill D'Alessandro
@BillDA
Built & sold 8 DTC/SaaS companies. Pioneered the ecommerce aggregator model. Host the @acquanon podcast. Now acquiring pet brands @ FoodScience/Morgan Stanley.
Here's my big personal news: Natural Dog Company has been acquired by FoodScience, a Morgan Stanley Capital Partners portfolio company! After 13 years, the journey that started with me quitting my job to go all-in on Elements Brands has officially come to an end. What started…
Wait... isn't "assets are ripping" exactly the time when you want to raise rates?
"COUNTRY IS NOW BACK." - President Donald J. Trump
Live music is just the best. Goo Goo Dolls last night - Johnny Rzeznik is almost 60 and has absolutely still got it. Big rock star vibes 🎸 Amazing date night
Or maybe use it to pay down our crushing national debt holy sh*t
BREAKING - President Trump is now stating that due to the massive amount of money coming in thanks to tariffs on countries, he plans to give it back to United States citizens in the form of a rebate.
A YPO-style CEOs networking group is for sale. It's 18 months old, claims $6.4M of cash flow, and is asking $25M. Can this possibly add up?
"I get leery when the business model is already drifting in the teaser." - @thegeneralmills This $25M "elite networking platform" claims $6.4M cash flow in just two years. So why the rush to sell? Join the gang as they peel back the layers. New episode out now! ⬇️
It's a beautiful summer Friday and I can't spend it inside staring at a screen. So I'm taking my laptop to the park, so at least I will be outside staring at a screen.
Asking prices on businesses for sale are totally made up. Investment banks know you just run an auction and the market tells you what it's worth. It’s only in bizarro SMB land that people list asking prices, and it’s probably because half the brokers are also realtors.
Things the influencers don’t tell you
Before I started my own business, I would suffer from anxiety on Sunday nights. But now that run my own business, I have anxiety every night.
The self-destruction of the Harvard brand is sad to watch. Ideologues took over the most prestigious university in the world, and Harvard is now unable or unwilling to excise them even in the face of an administration that insists on it. The brand damage is already incalculable
US EDUCATION DEPT: HARVARD MAY NOT MEET ACCREDITATION STANDARDS
This is my favorite use of AI yet in our business - We used it to catch an unauthorized Amazon reseller who was breaching our wholesale agreement. AI identified them because their email address was an ANAGRAM of their entity name. No human would have ever caught it.
Is there anything AI can't do? The full episode with @BillDA is up on our YouTube channel tomorrow!
Holy moly.
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I cannot possibly think of any better marketing for Costco
2025 is halfway done. If you’re crushing it - time to double down on the momentum. If it hasn’t been a good year, you’ve still got 6 months to turn the ship around. LFG!
Do these things really make any difference when it’s 100 degrees out?
The master plan is in plain sight. Trump/Bessent know they are running loose inflationary fiscal policy, and need to control rates however possible. It’s not about crypto at all - it’s about trying to hold down rates. Get short USD - here comes inflation.
BESSENT: STABLECOIN LEGISLATION COULD BE DONE BY MID-JULY, WILL BE A SOURCE OF DEMAND FOR U.S. TREASURIES
Damn I should have gone way, way harder on this thesis.
Using reasonable levels of fixed rate debt to buy cash-flowing or inflation-protected assets (stable businesses, land) is an incredible trade right now. Rock bottom interest rates with high inflation is a true rarity, and the Fed is going to correct it soon. Strike now.