Companies
Companies worth watching, studying, disrupting, or pulling a thread on — tagged by the thesis or pattern they represent.
Applause
Software quality and testing company built through acquisition.
Bending Spoons
Italian software conglomerate acquiring and operating apps at scale.
Brushpass
OSINT and intelligence research platform.
BuiltWith
Web technology profiler — shows what tech any website uses.
Cars & Bids
Doug DeMuro turned a YouTube audience into a car auction platform.
Cart.com
E-commerce infrastructure roll-up consolidating fulfillment, marketplace, and brand services.
ComputerEase
Legacy construction accounting software — incumbent to unseat.
Crayon
Competitive intelligence platform — ripe for disruption with AI.
Dupe.com
Capitalizing on dupe culture — making it easier to find and buy alternatives.
Emergence Software
Software roll-up focused on acquiring and growing B2B SaaS.
FTX
Case study in applying quant trading to inefficient crypto markets.
Glimpse
Trend discovery and consumer insights platform.
Huckberry
Editorial-first brand where content drives product discovery.
Klue
Competitive enablement platform — another CI tool to compete against.
Nas.com
Nas Daily built a creator-led education and community platform.
Nomad List
Bootstrapped community and data platform for remote workers and digital nomads.
Pattern.com
Second-order opportunity from the platform revolution — helping brands succeed on Amazon and marketplaces.
Physician Side Gigs
Sneaky interesting despite poor digital presence.
Sage 50 Contractor
Legacy contractor accounting from Sage — slow-moving incumbent.
Sandow Media
Media company that monetizes through commerce, not just ads.
ShopCircle
Acquiring and operating Shopify apps and e-commerce tools.
Shovels
Building permit and contractor intelligence platform.
Tegus
Expert network and primary research platform for investors.
Thorne
Health and wellness company blending supplements with personalized diagnostics.
Zabihah.com
The original halal restaurant directory — ripe for a digital rebirth.