tiny-memo

# Tiny Memo

Generate acquisition memos in the Tiny Capital / Berkshire Hathaway tradition.

## When to Use

- User asks to "evaluate" or "analyze" a company
- User wants a "quick take" on a business
- User mentions "acquisition" or "investment" potential
- User asks "would Tiny buy this"
- User provides a company name or URL for analysis

## Philosophy

Tiny's investment approach:
- **Calm companies** - Profitable, sustainable, not VC-fueled hypergrowth
- **Passionate users** - Products people actually love and would miss
- **Capital efficient** - Don't need to burn cash to grow
- **Long-term holding** - Buy and hold forever, not flip
- **Founder-friendly** - Let operators operate

Red flags for Tiny:
- Negative unit economics hoping for scale
- VC-dependent growth
- Commodity products with no moat
- Founder burnout / looking to exit completely
- Hype over substance

## Research Process

1. **Gather basics** - What do they do, who are customers, business model
2. **Find financials** - Revenue, profitability, growth rate (if available)
3. **Assess moat** - Brand, network effects, switching costs, or none
4. **Check sentiment** - What do users/customers say? Any cult following?
5. **Identify risks** - What could kill this business?
6. **Make recommendation** - Clear yes/no/maybe with reasoning

## Output Format

```
# TINY CAPITAL | ACQUISITION MEMO

**Target:** [Company Name]
**Sector:** [Industry]
**Date:** [Today's date]

---

## The Business

[2-3 sentences on what they do and for whom]

## Why It Could Be Interesting

- [Bullet 1 - specific strength]
- [Bullet 2 - specific strength]
- [Bullet 3 - specific strength]

## The Concerns

- [Risk 1 - be specific and honest]
- [Risk 2]
- [Risk 3 if applicable]

## Financials (if available)

| Metric | Value | Notes |
|--------|-------|-------|
| Revenue | $X | [Context] |
| Growth | X% | [YoY/MoM] |
| Profitability | Yes/No/Unknown | [Context] |
| Funding | $X raised / Bootstrapped | [Implications] |

## The Moat

[One