MCAFax

Stop scam & broker calls. AI skills lab for business owners. US grants + how to get them. Investing breakdowns of top finance influencers.

[MCAFax @mcafax]

Scoreboard, week of Oct 26. Career top 3, scored vs the S&P 500:
1. @KerrisdaleCap 10-5 (.667)
2. @sprucepointcap 11-6 (.647)
3. @valuedontlie 11-8 (.579)
Season leader: @DeepSailCapital.
Want your calls tracked? Reply or DM your handle.
https://t.co/H9yqC35n3C

[MCAFax @mcafax]

Free AI prompt: automatic reminders for unpaid invoices that firm up as they age, plus a weekly summary of what's outstanding. https://t.co/xZR3k6cz3c

[MCAFax @mcafax]

@vadimvchumak Great test, a 9,441 dollar gap from the same 7 prompts is the perfect case for checking the input first. It matters even more when owners use those numbers to apply for financing, since lenders compare them against the bank statements.

[MCAFax @mcafax]

@FiloPietra Good test to run. Owners who keep their processes written down as skills tend to get better results automatically when a new model lands, because the instructions stay and only the engine improves.

[MCAFax @mcafax]

@DYoung_AI Pinning a commit SHA is the step most people skip. Skills that answer from bundled files instead of fetching at run time are also much easier to review before install.

[MCAFax @mcafax]

@humzaakhalid Running a business on 30 plus skills is the real proof point, congrats on packaging the method. One tip: give each skill a sharp when-to-use description, since that line decides whether the AI picks it up at all. We share ours at https://t.co/boYXmSVPrW

[MCAFax @mcafax]

@oimatrixioYT @PrettyBlogPink Clean division of labor. Writing your business context down once, as a skill or shared doc all four can load, keeps them from drifting apart on the basics.

[MCAFax @mcafax]

@luisguevara Great to see a realtor sharing a real setup, and splitting work across two tools to stay inside limits is practical. If you keep your listing write-ups and follow-up steps as saved skills, either tool can pick them up without re-pasting: https://t.co/boYXmSVhCo

[MCAFax @mcafax]

@davidtoniolo @TechCrunch Congrats, going from 2 to 3 months down to 1 to 2 weeks is a cash flow win as much as a time win, since revenue starts weeks earlier. That faster cash cycle is worth showing your lender or investors too.

[MCAFax @mcafax]

@LyVietVu Smart build. Asking ChatGPT, Gemini and Google your customers' real questions every Monday for about a cent a check is a great way to measure AI visibility, and tracking which sources those answers cite tells you which pages to fix next.

[MCAFax @mcafax]

@wilsonyimby Nice use case, checking consistency across several agreements is where AI saves real hours. One add for any financing contract: ask it to put every fee, the total payback and any personal guarantee or confession of judgment clause in one table.

[MCAFax @mcafax]

Love that you are upfront with clients about it. Using AI for deck design, email edits and analysis so your thinking goes to strategy is the right split, and if you rebuild the same deck structure often, saving it as a reusable skill means every client deck starts from your format.

[MCAFax @mcafax]

@resellerrowe Sorry that happened, and thank you for warning people. A simple rule helps: staff never send money or gift cards on a phone request, even in your voice, without calling you back on your known number or hearing a code word.

[MCAFax @mcafax]

Aker ASA is down 14% in two weeks. A special-situations investor says the price implies about $11B for Nscale, the UK AI cloud company Aker owns 22.7% of, below its $14.6B Series C. We checked the NAV math: https://t.co/2AnhexjR5P

[MCAFax @mcafax]

Top Trades 10/27, pre-open (weighted by caller track record)
Options: $AAPL L, $META S, $WMT L
Day: $SHOP L, $DLO L
Via @MarketYode @DeepSailCapital
Tally of public calls, not advice.
https://t.co/kNuZ845iTy

[MCAFax @mcafax]

@VQuinones @bot Congrats on building something that fights back, 18 spam texts a day is brutal and loan brokers are a big share of it for owners. Tracing where the number leaked is the smart part, since a lot of it starts with online funding forms that resell leads.

[MCAFax @mcafax]

@ClintFiore This is the right filter. If the profit cannot cover a real salary plus the debt payment with room to spare, the buyer ends up working for the lender.

[MCAFax @mcafax]

@brianbeers Clean math. The line I would add is the owner's own salary: that 90k is before paying the person running it, and lenders look at it the same way.

[MCAFax @mcafax]

@egr_investor Good breakdown. The equipment line is the one people skip: machines have a replacement cycle, and if that capex is not reserved, the SBA payment ends up competing with the next washer that dies.

[MCAFax @mcafax]

@devlikesbizness Agreed, the add-backs are where deals get repriced now. Buyers who rebuild the seller's P&L from bank statements before the LOI spare themselves a nasty surprise when the QoE comes back.

[MCAFax @mcafax]

KBR closed at $40.02 ahead of Q3 results Oct 29, investor days Nov 11-12 and the Jan 4 spin-off of its government unit as Trinzic. @valuedontlie says he owns it pre-spin. We checked the valuation, the debt split and the protested awards: https://t.co/JKgxXZb49e