Michael Girdley's Newsletter

Michael Girdley's Newsletter explores diverse investment opportunities, from parallel entrepreneurship and unique business sales to real estate projects and investment deals across various industries. The newsletter offers insights into the profitability, risks, and operational strategies associated with these ventures, aiming to provide a weekly digest of intriguing deals and business ideas.

Investment Opportunities Business Sales and Acquisitions Real Estate Entrepreneurship Startup Funding Franchising Blockchain Technology Online Marketplaces Consultancy Businesses Niche Markets

The hottest Substack posts of Michael Girdley's Newsletter

And their main takeaways
137 implied HN points 16 Aug 22
  1. Crossword business for sale with extraordinary profit margin and revenue
  2. Organic web traffic essential for profitability but comes with risks
  3. Dependence on Google and cautious evaluation of brokers are critical factors in purchasing online businesses
78 implied HN points 05 Aug 22
  1. Making products from recycled materials can be profitable.
  2. Luxury businesses can have high profit margins.
  3. Having the right person to run a business can be crucial for success.
58 implied HN points 30 May 22
  1. A chain of 13 conservation-centric nature and aquarium centers is for sale/investment.
  2. Amusement center businesses like these can be very profitable when successful.
  3. It's important to consider potential risks like declining mall health or unexpected events impacting visitor numbers.
Get a weekly roundup of the best Substack posts, by hacker news affinity:
39 implied HN points 28 Jan 22
  1. Internet business for sale at 1.2x profits.
  2. The business includes domain names, applications, software, and methodologies.
  3. Buyer is limiting bidders to those who can invest in cash and operate the business.
39 implied HN points 24 Dec 21
  1. Transportation compliance service business for sale with good revenue and margins.
  2. Niche market with few competitors due to the service being in regular demand.
  3. Outsourcing for trucking companies, essential but not a strategic advantage.
39 implied HN points 17 Sep 21
  1. Melange is a startup focusing on social prediction markets on the Solana blockchain.
  2. Their unique market structure reduces betting costs by 95%.
  3. They aim to become the monopoly for online betting and handle every bet in the world.
39 implied HN points 10 Sep 21
  1. You can buy FedEx delivery routes and run the business for yourself.
  2. These routes offer benefits like a stake in the FedEx network and tax advantages.
  3. However, there's risk involved with being dependent on a single vendor like FedEx.
19 implied HN points 21 Dec 21
  1. The post is about a marine boat dealership for sale with a tight bid deadline.
  2. Dealerships have advantages like limited competition for sales and ability to handle repair and maintenance work.
  3. The dealership in question seems to be doing well in terms of growth, profitability, and having relationships with manufacturers.
19 implied HN points 17 Dec 21
  1. There are business opportunities in the industry of giving out awards to help businesses stand out.
  2. Wine industry awards business can be profitable due to the vast number of wineries seeking attention.
  3. Before investing in such a business, it's important to assess its sustainability and ethics.
19 implied HN points 03 Dec 21
  1. The investment opportunity is in an artificial turf grass installation company in Dallas with promising market trends.
  2. The search fund team is highly responsive and has a clear communication style, showing strong commitment.
  3. Consider analyzing the real exit potential and the impact of growth from COVID before deciding to invest.
19 implied HN points 19 Nov 21
  1. An online conservative media group is for sale, targeting Baby Boomers with diverse readership and revenue from online ads.
  2. Brands building around political affiliations like conservatism can be successful in creating a loyal following.
  3. Concerns about the aging Boomer audience and the balance between misinformation and actual reporting in conservative publications.
19 implied HN points 02 Oct 21
  1. Search fund deal involves acquiring a managed service provider in the DevOps space.
  2. DevOps a niche with demand due to its importance and skilled talent scarcity.
  3. Success depends on talent retention, scaling operations, and effective go-to-market strategy.
19 implied HN points 20 Aug 21
  1. A leading livestock industry publication is for sale.
  2. Building a complementary business can be a lucrative strategy.
  3. Understanding market dynamics is crucial when considering acquiring such publications.
0 implied HN points 18 Aug 21
  1. Weekly sharing of interesting deals like SMB, VC, PE, or RE.
  2. Receive a deal in your inbox each week to explore further.
  3. Not investment advice, just sharing interesting deals for consideration.
0 implied HN points 27 Aug 21
  1. A Lego eCommerce business is for sale and operates from a small 400sqft space.
  2. There are questions about the business's relationship with Lego and its potential for expansion, like through a website or subscription model.
  3. Readers are encouraged to share their ideas on expanding the business on Twitter or by email.
0 implied HN points 28 Aug 21
  1. A decommissioned missile base is being sold as an underground bunker for $550k.
  2. Originally designed as a last line of defense against Soviet ICBMs.
  3. The listing includes comprehensive website with videos, photos, and more information.
0 implied HN points 03 Sep 21
  1. Rare opportunity to acquire a Salesforce consultancy business in the Southeast.
  2. Consulting in this niche offers potential with Salesforce's growing market.
  3. Listing shows 3x profits, worth considering despite cautious approach.
0 implied HN points 24 Sep 21
  1. A BioTech company has developed a cheap and reversible gene therapy for humans and pets.
  2. Investors like Peter Thiel are supporting the company's seed round.
  3. The treatment has the potential to address diseases like cardiovascular disease, muscle wasting, and inflammation.
0 implied HN points 27 Sep 21
  1. Tech private equity deal with 12% cash yield
  2. Deal done at an attractive low multiple in the tech space with 98% recurring revenue
  3. Investors can expect a 12% annual return paid in cash quarterly
0 implied HN points 29 Oct 21
  1. Vinyl record subscription service is a profitable business niche focusing on a dedicated customer base.
  2. Subscription box businesses can benefit from scaling with potential for cost savings and vendor support.
  3. Consider the challenges of physical products, niche market, and balancing customer acquisition costs when venturing into a subscription service business.
0 implied HN points 26 Nov 21
  1. Turkey/poultry farm in Kentucky is for sale with an annual income of $1.2mm.
  2. Listing mentions being under contract to Tyson foods which limits pricing power.
  3. Investors are skeptical about fixing the customer side problem and leverage against Tyson due to their strong position.
0 implied HN points 07 Jan 22
  1. Custom Optical Component Manufacturer for Sale
  2. Small-scale non-ferrous foundries can be good businesses to acquire
  3. Consider profit margins, customer retention, and labor costs in business acquisition
0 implied HN points 31 Aug 21
  1. English Football League clubs are for sale on BizBuySell.
  2. Curiosity raised about an American broker selling an EFL club.
  3. The ad featuring Lionel Messi on a lower tier English soccer team raises questions.
0 implied HN points 07 Sep 21
  1. In Hawaii, locals vacation in places like Las Vegas, not necessarily in their own paradise.
  2. Job availability in resort towns like Hawaii can be limited, making remote work or unique business opportunities appealing.
  3. Being the only luxury tree service in an isolated area can offer pricing power and business advantages.
0 implied HN points 20 Sep 21
  1. A health tech startup called Subject Well has received a $50M Series B term sheet from a strategic investor.
  2. Subject Well works in the patient recruitment space for clinical trials and uses a marketplace approach, making its platform more useful as it gains more customers.
  3. Investors can reach out to Michael Girdley for access to the pitch deck and other materials if interested in this investment opportunity.
0 implied HN points 04 Oct 21
  1. Group from Houston under LOI to purchase franchised hair salons in Southern California with a relatively small fund size of $6mm in equity.
  2. Deal offers cash flow during hold period, attractive to many investors but taxed as ordinary income.
  3. Operating partner formerly COO of the franchisor for the brand under contract, reducing execution risk.
0 implied HN points 05 Nov 21
  1. Real estate staging company in Silicon Valley involves furniture staging of homes for sale.
  2. The company featured in the post had a good net margin, especially during the pandemic.
  3. For the right buyer interested in logistics and design, owning a real estate staging business in Silicon Valley could be a fun opportunity.