I automated basically all of my sourcing and outbound with Claude

Been running this for a few months and it's finally good enough to be worth a write-up.

Stack is just Claude with one search skill and markdown files that store everything it learns about my preferences.

I set up this loop for each role (to start it I just say "kick off a new role with this jd: [JD]"):

First step is questioning me about the role. Before it runs a search, it asks me about the req until it fully understands it in a way to facilitate search. Basically what parts of the jd actually matter, companies to pull from, companies to avoid, etc.

"Find me 300 people that match".

Each run, run a search with your favorite search MCP (or have Claude write some code to use an API), then have Claude evaluate the profiles it returned.

It maintains an .md file per role and one for my general preferences. Every time I give feedback, this updates and the filtering and search improves

Each pass, it flags a few profiles on the edge to calibrate. Eventually you can get rid of this step.

Outbound is fairly simple:

Enrich emails, then export to a sequencing tool to dedupe + run.

Tried a bunch of mcps/apis doing this, happy to share what worked best over dm.

reddit.com
u/JohnDaBoss1 — 10 days ago

I automated basically all of my sourcing and outbound with Claude

Been running this for a few months and it's finally good enough to be worth a write-up.

Stack is just Claude with one search skill and markdown files that store everything it learns about my preferences.

I set up this loop for each role (to start it I just say "kick off a new role with this jd: [JD]"):

First step is questioning me about the role. Before it runs a search, it asks me about the req until it fully understands it in a way to facilitate search. Basically what parts of the jd actually matter, companies to pull from, companies to avoid, etc.

"Find me 300 people that match".

Each run, run a search with your favorite search MCP (or have Claude write some code to use an API), then have Claude evaluate the profiles it returned.

It maintains an .md file per role and one for my general preferences. Every time I give feedback, this updates and the filtering and search improves

Each pass, it flags a few profiles on the edge to calibrate. Eventually you can get rid of this step.

Outbound is fairly simple:

Enrich emails, then export to a sequencing tool to dedupe + run.

reddit.com
u/JohnDaBoss1 — 10 days ago

Jalen Brunson will make me $1 million. How is no one talking about this? Madison Square Garden ($MSGS) DD

What’s up WSB. As previously mentioned (before the mods nuked my last post for “promoting gambling,” on THIS sub, lmao), I took out a $15,000 Amex loan to “invest” in the Knicks game 1. Then, I rolled my profits into the Knicks game 2, hit again. I faded game 3 (I’m the best), rolled into 4 and 5 and won a grand total of $16,002 (Images excluded b/c rest was on a certain gambling site and the mods don’t fw that). Now I’m rolling it into $MSGS calls at open.

https://preview.redd.it/oahj0s2fbd7h1.png?width=943&format=png&auto=webp&s=948d977d398ab0f92e51f24bdb21f9bd592c4e2b

https://preview.redd.it/p447iukfbd7h1.png?width=1320&format=png&auto=webp&s=c1a88eaa38f8fe18245ff18b0d389d56f202d6f7

The DD

MSGS is the parent company of the Knicks (NBA) and the Rangers (NHL). It is one of the only ways to trade sports teams in the stock market. The Knicks are privately valued at ~$10B, and the Rangers at ~$3.8B. Despite owning $13.8B in sports equity, MSGS’ market cap trades at only $9.3B, a 30% discount to net asset value (NAV). Mr. Market is selling you a dollar for seventy cents.

The CEO (Dolan) looked at that ~30% holdco discount and recently filed a Form 10 to break up the company and spin the teams out into separate publicly traded companies**.** Stop burying the Knicks (~$9.9B private mark) inside a conglomerate, force the market to price it against real comps, and the discount evaporates. SOTP screams ~$555/share vs. ~$383 now.

Cherry on top, and the part the suits still haven’t stuck in their pointless 900 line models: the Knicks aren’t a 50% bet anymore. Polymarket settled at 100% because they actually won the thing. A ring resets the entire franchise mark. Banner years drag up private valuations, season ticket pricing, merch, and the exact comp set the spinoff gets measured against. And even if every catalyst whiffs, each playoff home game already printed ~$20M+ in operating profit. There is no version of this math that points down. 

The options play

IV on MSGS options is only ~45%. This is almost nothing compared to the 200-300% numbers I’m used to trading! 

  • ATM calls: easy 10x
  • OTM calls: 100x when the Knicks close it out

 

Options are dirt cheap, the catalyst already cleared the building. Heads I win $280k, tails I only owe Amex $2.8k. 

Icing on the cake is that 95% of MSGS’s float is held by the Dolan family and large institutions. So any small change to the ~5% of shares available for trading on the public market will catapult the stock into the stratosphere. 

Risks

The Wemby risk I flagged last time? He went 19 and 14 with 5 blocks Saturday and the Spurs still lost the series 4-1. The boogeyman showed up and got sent home. Only thing left to fear is a sell-the-news fade at the open and the spinoff timeline slipping. 

Positions above ($MSGS 450c, 480c for both 6/18 and 8/21). Not financial advice.

reddit.com
u/JohnDaBoss1 — 2 months ago

Jalen Brunson will make me $1 million. How is no one talking about this? Madison Square Garden ($MSGS) DD

For game 1 of the NBA finals, I took out a $15,000 Amex loan to “invest” in the Knicks game one. Then, I rolled my profits into the Knicks game 2, and now I’m rolling them all into $MSGS OTM calls.

Dumbass Sports Bet #1

Dumbass Sports Bet #2

The DD

MSGS is the parent company of the Knicks (NBA) and the Rangers (NHL). It is one of the only ways to trade sports teams in the stock market. The Knicks are privately valued at ~$10B, and the Rangers at ~$3.8B. Despite owning $13.8B in sports equity, MSGS’ market cap trades at only $9.3B, a 30% discount to net asset value (NAV)

The CEO (Dolan) looked at that ~30% holdco discount and recently filed a Form 10 to break up the company and spin the teams out into separate publicly traded companies**.** Stop burying the Knicks (~$9.9B private mark) inside a conglomerate, force the market to price it against real comps, and the discount evaporates. SOTP screams ~$555/share vs. ~$383 now.

Then add the cherry on top: the Knicks currently have a ~80% chance (up from 25% a week ago) to win the NBA Finals, which would catapult the stock up anywhere from 30-40% by the next quarter. And even if they don’t win, each playoff home game prints over ~$20M operating profit → at any reasonable forward multiple their market cap should expand dramatically. 

The options play

IV on MSGS options is only ~45%. This is almost nothing compared to the 200-300% numbers on the FDs I’m used to trading! 

  • ATM calls: easy 10x
  • OTM calls: 100x when the Knicks close it out

 

This is functionally an asymmetric sports bet (in terms of upside), with limited downside (options are exceptionally cheap). Heads I win $280k, tails I only owe Amex $2.8k. 

Icing on the cake is that 95% of MSGS’s float is held by the Dolan family and large institutions. So any small change to the ~5% of shares available for trading on the public market will catapult the stock into the stratosphere. 

Risks

Victor Wembanyama. Enough said.

Positions below (+$10k to be deployed Monday at open into OTM calls). NFA.

https://preview.redd.it/92wd4plqwy5h1.png?width=943&format=png&auto=webp&s=e39f19126ad3f80d166670e7cbfd4e30fe99eefc

https://preview.redd.it/3w3smq6rwy5h1.png?width=942&format=png&auto=webp&s=8bda746628aef4fa23bf42be254be75cb422b3b3

reddit.com
u/JohnDaBoss1 — 2 months ago