Dave Rekuc

You've probably heard people say that DTC businesses are bad cash businesses.

Many operators badly misunderstand this when they start out. I certainly did.

I've been working hard to get a better understanding of it and wrap my head around why and how.

Here's what I've learned

I was really considering vibe coding an app, falsely accusing lots of brands of shipping poison in their products, getting sued, poasting through it against legal advice and common sense, but now I'm having second thoughts about the whole thing.

Ok fine, I bought more $NVDA

The good news is I have 24% less money in NVDA than a month ago.

The bad news is I haven't sold any.

I sold this prior to buying more NVDA

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