Josh

Seeking Wisdom. Proverbs 13:11 investor. Currently acquiring mental models. Here to learn & grow while building with sweat.

[Josh @JT_Learning]

@SahilBloom Works well outside of S&P 500 W2. Don’t do this in the cooperate world. In many companies you will find yourself doing other’s work while they take credit when things go well and blame you when things go wrong.

[Josh @JT_Learning]

@guhlo Mark, Unilever is probably making this for Costco.

[Josh @JT_Learning]

@JonahLupton Big issues with management credibility. Multiple CFOs in just a couple of years. So many better options out there…

[Josh @JT_Learning]

@TipOfTheBanana lol - look at the comments my guy, you just met the power of decades of investment in brand equity. Lots of juicer targets out there for you. The Swiss don’t fool around with label transparency and cleanliness.

[Josh @JT_Learning]

@realDonaldTrump American Intelligence (AI)

[Josh @JT_Learning]

@BourbonsNBarrel @butlersheriff Do you claim municipal, state, and federal roads as your own personal property? Hahaha

[Josh @JT_Learning]

@Roguemarine3 @butlersheriff Project much? Are ad hominem attacks and name calling your highest and best thoughts?

[Josh @JT_Learning]

@BarnettAJoshua @butlersheriff https://t.co/msOOcMOVem

[Josh @JT_Learning]

@Roguemarine3 @butlersheriff Pawn.

[Josh @JT_Learning]

@MichaelDell thank you Michael & Susan. God bless you.

[Josh @JT_Learning]

@LoganARobison Brother, trying to encourage you with grace here: if your breaking out these assumptions to make it work, it’s too early. You’re going to crush it and in 2-3 years you will be able to do this easily without as much risk. There will be another one that will come along. Best wishes

[Josh @JT_Learning]

@RampCapitalLLC Ramp, the end market for these influencer brands is the very CPGs they steal share from. The CPGs have given up on marketing, they just buy it when it works - then they strip clean label. Until startups vertically integrate their own supply like Chobani did, this is all games.

[Josh @JT_Learning]

@juliusmarchi At some point, your income will become a limiting factor as your reach max LTV and lenders will stop underwriting you. From then, you have 3 options: 1.) Sell for liquidity and move upmarket (multi-family 2.) Take investor capital via syndication and become a GP 3.) Sell & exit.

[Josh @JT_Learning]

@maiab Just switched from Wealthfront to Robinhood banking. Higher APY, more features.

[Josh @JT_Learning]

@wolfejosh I’m so sorry this happened to you guys.

[Josh @JT_Learning]

@LoganARobison @X That’s great man - congrats!

[Josh @JT_Learning]

@BeardyBrandon Man such a good question for the soul.

[Josh @JT_Learning]

@theallinpod @RahmEmanuel Guys, this pod was awful. Why on earth did Jason invite this guy to gaslight us for over a hour? Big miss for an otherwise excellent series.

[Josh @JT_Learning]

@BeardyBrandon There is nothing better for a person than that he should eat and drink and find enjoyment in his toil. This also, I saw, is from the hand of God, for apart from him who can eat or who can have enjoyment? - Ecclesiastes 2:24-26