I buy & operate DTC brands (@rayconglobal, @linjerco etc). I bootstrapped myself to 9 figures of revenue profitably.

Joined July 2014
296 Photos and videos
We sold $200,000,000 worth of earbuds in 3.5 years. All bootstrapped with zero funding. Here’s how we did it. 🧵
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I’m hosting another 3.5 day event for eCom founders mid October in Shenzhen. 8 seats left (42 out of 50 are taken). Everyone will head to the Canton Fair together after. I just hosted one in April and it was a huge success: • NPS score: 9.5 • 90 attendees with 65 of them in eCom • Billionaires and big YouTube influencers • Average revenue per merchant > $50M • All bootstrapped except for 2 companies • Crazy amount of media spend in the room If you’d like to attend, please fill out the Google Form below. TTM revenue needs to be $15M
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I want to scrape the reviews of all top asins in my subcategories for Raycon. How do I do it? Are there any tools anyone can recommend?
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My wife made two email accounts for our two boys. I’ll occasionally email them with a journal of the day. I’ll just talk to Wispr Flow or use the voice to text function in Superhuman Highly recommend it I think one of the greatest gifts we will leave them with as parents (Need to make an account for my 10 month old daughter)
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Norway will win the World Cup
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This was such a great conference. I wanna go back next year if time allows ECF is where my journey started
.@RomanEcom gave one of my favorite keynotes in 10 years of running ECF Live. A few of my favorite nuggets: Don't bet it all on the exit. Take dividends as soon as you can. Aim for $2M liquid. You'll de-risk and make way better decisions when your personal life isn't strapped to your business. Read "WHO: The A Method for Hiring." It took his hiring failure rate from 70% to 10%. Distribution > Product. First-time founders are obsessed with product. Second-time founders are obsessed with distribution. Aim for $1M revenue per FTE as an efficiency metric. (Sidebar: way easier remote. Avg rev/FTE for remote teams is $1.25M. In-office cuts that in half per the @ecomfuelco Trends Report) Never let junior team members run free. Maintain guardrails with: 1) Multiple daily check-ins 2) Black-and-white KPIs 3) Standardized, automated KPI reporting If you're not following @romanecom, fix that. And if you're thinking about selling, let him know. He regularly buys and invests in DTC businesses and is one of the good guys in our space.
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I’ve been in eCom for ~15 years now. The next 5 years will be crazy A lot of change is coming Thanks for having me on Austin
For 13 years, getting on Shopify was the obvious first move for any DTC brand. But @RomanEcom recently had two separate conversations that changed how he he's thinking about the future of Shopify. Two young founders showed him a supplement brand they'd spun up. Fast site. Multilingual. Fully localized to every market. He asked how they pulled it off so quickly — completely off Shopify. Then a week later, a 26-year-old founder doing $40-45 million in revenue also built entirely without the platform. Their reasoning wasn't cost. It was about agility and control. Full ownership of the checkout and post-purchase flow. Spinning up 100 PDPs a month with an AI-first approach. Shopify was built for humans first — the back end, the whole stack — which makes a truly AI-native org hard to build on top of it. The whole take is worth watching 👇
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From my team on Klaviyo, are you experiencing the same ? “Our Browse Abandon flows suddenly stopped working on Klaviyo on June 4 We didn't make any changes to Klaviyo/site structure that would affect the triggers/conditions We found some profiles where people should have received emails but Klaviyo didn't fire them”
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My WiFi password is “thinkbig”
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Overheard in NYC’s AI bubble: An AI company while fundraising claimed they had ~$50M in ARR. They closed a round at $500M valuation. Turns out post investment ARR is <$10M. Investors turn a blind eye and move on to the next thing.
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Hanging out at the @icon office
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Roman Khan - Founder of Peak 21. We acquire brands retweeted
$META forecast EPS growth 👇
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2 nerds 1 gambler = podcast episode incoming
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We made it happen ~15 degenerates unite! It’s like the avengers for D2C
In NYC starting tomorrow. I’m hosting a brunch for 10 people on the 7th. I had a last minute cancellation. DM if you wanna take the slot. Ideally you do $15M in TTM revenue and you're bootstrapped.
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Quince Logistics has a $160,000,000 ARR qualified pipeline. Pretty insane. 3 things I’ve learned from aggressively schilling a B2B offer to my audience: 1/ With the right offer & PMF, each follower is worth $10,000 ARR ($160M / 16K) 2/ Picks and shovels is where the money is at in D2C 3/ There are a lot of enormous unknown eCom whales on X that lurk around that make my businesses like Raycon seem ant sized 4/ The offer needs to a no brainer (lower cost and better service) Check out Quince Logistics here: qls(dot)quince(dot)com Side note: I launched another B2B business in stealth during my last event and we’re at $10M ARR now just from my network and conference. I’ll tweet about it next week.
65 day update on Quince Logistics: Our first client: - Shipping ~1,000 orders/day from China to US customers - 50% delivered in 4.5 calendar days. - 90% within 6.2 calendar days (Sundays included). They were averaging 14 days with Yun Express before. Our pricing is the same if not better. We’re now opening it up to brands of any size. No more volume minimums. Sign up here → qls[dot]quince[dot]com
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Just spent $17.42 on a Mango Lassi. My ancestors would roll over in their graves if they knew
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This has been a long time in the making. Recording today with @markbrazil
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Below $500 would be fantastic news. That’s like BFCM pre BFCM. I hope this happens for the sake of a lot of longterm investors
This could send $META below $500 if it happens. The only reason $META is cheap right now is because investors are fearful that Meta is lighting money on fire, without a clear ROI in the near term. This would substantially increase that fear...
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Just recorded an episode with @mbertulli and @Seanfrank for @9operators Not sure when it goes live but it was fun - thanks for having me guys
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My fastest growing brand has a 3% of revenue as OPEX right now. This is the mentality IMO you need to have in 2026 and beyond
We went through 3 CFOs. Every single one told us the same thing: "Cut marketing." They were all wrong. The question should have never been: "How do we spend less?" The question should have been: "How do we spend as much as humanly possible" So we cut everything else: $500k/month in OPEX improved product margins tech spend vendors that weren't delivering And spent 3x more on marketing. The result? Growth exploded. Profitability nearly doubled. The customer acquisition flywheel came back to life. One of the most dangerous things a founder can do is hire smart people and assume they're right...especially CFO's who are bouncing from brand to brand... People from great companies often know their business. Not yours.
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Nothing beats NYC summers
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Actually I take that back. Europe does lol
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