We are boldly going where no social media creator has ever had the courage to venture: Podcasting
We plan to interview Substantial executives.
If you’ve ever uttered the phrase “proprietary deal flow” unironically, this might be your moment.
Apply to be a guest here — associates need not apply.
The McDonald’s of Golf might be sold
Due to my role and extensive network of high-net worth individuals, I only golf at top tier clubs, so I’ve never been to a TopGolf. Quite frankly, my investors would be appalled if I took them somewhere with so many neon lights and domestic light beers in cans.
However, Topgolf appears to be a substantial business ($1.81 billion in 2024, +3.6% y/y).
My firm will definitely be looking into this deal and seeing if we can add any value.
This newsletter is powered by Zapier, because at this point, if your spreadsheets aren’t automated, your IRR should be audited. Zapier keeps our workflows running in the background, connecting tools, syncing data, and handling the repetitive stuff so we can focus on insights instead of busywork.

Caption: The country club for people who don’t know what a country club is
Hopped on a quick networking call (as a Kellogg Alum)
Spoke to a young, eager consultant who’s looking at getting an MBA so he can get into consulting. Due to my MBA, I landed a substantial role that I already had coming into the MBA program (at Kellogg). Check out footage of the networking call here.

Due to my role at RockWater Bridge Capital, I have substantial experience in buying companies with a mix of debt and equity and pulling various levers to improve the operational efficiency of said companies to generate substantial returns for our investors. I did the same at Bridge Rock Capital, Water Bridge Capital LP, and Bridge Water Bridge Capital.

Caption: I’d never work at a firm without one of these words in its name (link to: https://x.com/BoringBiz_/status/1973879160780292139?s=20)

