A convo with @RomanEcom changed my life.
We both have dedicated a decade to building ecommerce brands.
And we both succeeded.
We own top 1% brands by any metric- revenue, profit, growth.
But those brands are basically worthless.
Let me explain:
Ridge is an amazing business.
Multi 9 figures in revenue.
I’ll even grow 9 figures this year.
But if I take my foot off the gas, revenue will fall 70%.
We are an acquisition machine.
We lack network effects.
A wallet sold today does not guarantee a wallet sold tomorrow, this year, or next year.
If anything, at scale, the more wallets you sell the harder the next wallet is to sell.
I’ve out executed everyone.
Built a 1% brand
And we will trade on a multiple of earnings, like a car wash or a storage unit lol
A generational brand, one that could last 50 years, and the multiple will be the same as your local HVAC roll up.
These businesses need to be built for cashflow.
That’s how they are sold, that’s how you will be rewarded for running them.
If you want revenue, there are publically traded brands, great brands, like gap, trading for a fraction of annual revenue.
If you want to sell something-
It needs compounding network effects.
Where a customer added helps get the next customer.
Where a signed deal will bring more signed deals.
Where the more you add, the better the margin gets.
Build in Ecom for fun, for cash, to learn.
But for the big swing, you need a network effect.
Ecom is the #1 best business in the world in 2026.
And I'm not saying that because I built one to $260M.
I'm saying it because the math is undeniable:
1. No cap on revenue
— we went from $0 to $103M in annual revenue in under 5 years
2. No one physical location required
— we ran a global business from a laptop
3. No inventory risk if you structure it right
— subscription model means predictable demand
4. No VC required
— we raised $0 and kept virtually all the equity
5. Customers pay you before you fulfill
— unlike almost every other business model
6. Retention compounds
— every subscriber you keep is revenue you don't have to re-earn
7. Data ownership
— you know exactly who your customer is, what they buy, and when they churn
8. Exit multiples are extraordinary
— we sold for $260M on $103M revenue
I've been in mobile technology. Fitness. Cannabis. Children's health.
Nothing compounds like a well-structured ecom brand with a subscription model and strong unit economics.
The ceiling doesn't exist.
The only question is whether you pick the right category, build the right product, and have the patience to let it compound.
Most people quit before the compounding becomes visible.
Comment "X" if you want my full playbook of everything I learned while building my business and how you can too :)
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Life changing opportunities are rare, even for the luckiest among us
When they appear, you have to seize the chance with aggression
They’re much rarer than the delusional like to believe.
@mannybarbas_ How are you community building at the start when you don't have much capital. We have repeat purchasers but it doesn't feel like their buying into the brand, just the products