Build a business that buys back your weekdays

We reverse-engineer real-world strategies so you can copy/paste them into your business. Or use them as a roadmap for the business you've always wanted to build.

Every day, millions of people dig through the same mountain of public company data, hoping to find that one needle-in-a-haystack stock pick. They're asking the wrong question.

Instead of "Which stock will make me rich?" smart entrepreneurs ask: "What business tactics can I steal from companies that are already rich?"

The same financial filings, earnings calls, and public disclosures that stock pickers obsess over? They're goldmines of business intelligence just waiting to be reverse-engineered.

Nerd Out on Business takes that treasure trove of public data and extracts what actually matters for your business. Every morning, we dissect one real company's business model, history, financials, competitive moats (and lack thereof), and AI opportunities so you can swipe their playbook instead of their stock ticker.

The Fastest Path to Financial Freedom Isn't Stock-Picking—It's Your Own Business

Here's what you get from Nerd Out on Business:

One company's financial and strategic breakdown every day

Insight to help you find the business model or growth lever that you didn't know existed.

Knowledge to help you dodge the face-plant buried in the footnotes (so you don’t learn it the hard way).

Why listen to me?

I’m Nick Horob—small town kid turned SaaS founder. I solo-founded Harvest Profit (farm managment software) to an acquisition by John Deere with a six-person crew and zero VC cash. I love to Nerd Out on financials, S-1's, 10-Q's, and business in general. So I'm here to do it in public to help both of us learn and get better.

In addition, I'm starting a couple of news businesses and I'll use this newsletter to share my wins and losses along the way. Sign up for Nerd Out on Business below.

Your Micro-MBA Delivered Daily

Each company/industry profile is concise, actionable, and designed to respect your time—because we know you’re busy building a business!

TL;DR Summary

A 3-to-5-sentence snapshot of what the company does, the insight that sparked the write-up, and the takeaway you can act on today.

TL;DR Summary

A 3-to-5-sentence snapshot of what the company does, the insight that sparked the write-up, and the takeaway you can act on today.

TL;DR Summary

A 3-to-5-sentence snapshot of what the company does, the insight that sparked the write-up, and the takeaway you can act on today.

TL;DR Summary

A 3-to-5-sentence snapshot of what the company does, the insight that sparked the write-up, and the takeaway you can act on today.

The 30,000-Foot View

Clear breakdown of the business model, primary revenue streams (with % mix when available), market cap, TTM revenue, employee count, and industry classification.

The 30,000-Foot View

Clear breakdown of the business model, primary revenue streams (with % mix when available), market cap, TTM revenue, employee count, and industry classification.

The 30,000-Foot View

Clear breakdown of the business model, primary revenue streams (with % mix when available), market cap, TTM revenue, employee count, and industry classification.

The 30,000-Foot View

Clear breakdown of the business model, primary revenue streams (with % mix when available), market cap, TTM revenue, employee count, and industry classification.

Company History

A concise timeline of founding moments, pivotal pivots, leadership shifts, acquisitions, and product launches that shaped the firm.

Company History

A concise timeline of founding moments, pivotal pivots, leadership shifts, acquisitions, and product launches that shaped the firm.

Company History

A concise timeline of founding moments, pivotal pivots, leadership shifts, acquisitions, and product launches that shaped the firm.

Company History

A concise timeline of founding moments, pivotal pivots, leadership shifts, acquisitions, and product launches that shaped the firm.

Show Me the Money

Table-ready financials: revenue, COGS, gross margin, operating income, EBITDA, cash, debt, key unit economics—and trendlines for the last 2-3 fiscal years + TTM.

Show Me the Money

Table-ready financials: revenue, COGS, gross margin, operating income, EBITDA, cash, debt, key unit economics—and trendlines for the last 2-3 fiscal years + TTM.

Show Me the Money

Table-ready financials: revenue, COGS, gross margin, operating income, EBITDA, cash, debt, key unit economics—and trendlines for the last 2-3 fiscal years + TTM.

Show Me the Money

Table-ready financials: revenue, COGS, gross margin, operating income, EBITDA, cash, debt, key unit economics—and trendlines for the last 2-3 fiscal years + TTM.

The Nerd Out on Business 9 Powers

The company’s strengths scored 1-5 across the nine powers (Helmer’s 7 plus two of my own: Distribution Dominance & Data Flywheel). Includes a weighted average “N.O.O.B. Nine Score.”

The Nerd Out on Business 9 Powers

The company’s strengths scored 1-5 across the nine powers (Helmer’s 7 plus two of my own: Distribution Dominance & Data Flywheel). Includes a weighted average “N.O.O.B. Nine Score.”

The Nerd Out on Business 9 Powers

The company’s strengths scored 1-5 across the nine powers (Helmer’s 7 plus two of my own: Distribution Dominance & Data Flywheel). Includes a weighted average “N.O.O.B. Nine Score.”

The Nerd Out on Business 9 Powers

The company’s strengths scored 1-5 across the nine powers (Helmer’s 7 plus two of my own: Distribution Dominance & Data Flywheel). Includes a weighted average “N.O.O.B. Nine Score.”

AI Opportunities

Specific, near-term ways the company (or the entire sector) is and/or could deploy AI to cut costs, boost revenue, or create new defensible edges.

AI Opportunities

Specific, near-term ways the company (or the entire sector) is and/or could deploy AI to cut costs, boost revenue, or create new defensible edges.

AI Opportunities

Specific, near-term ways the company (or the entire sector) is and/or could deploy AI to cut costs, boost revenue, or create new defensible edges.

AI Opportunities

Specific, near-term ways the company (or the entire sector) is and/or could deploy AI to cut costs, boost revenue, or create new defensible edges.

Takeaways For You

Rapid-fire bullet points that translate the day’s analysis into tactical to-dos, tools, or mental models you can implement immediately.

Takeaways For You

Rapid-fire bullet points that translate the day’s analysis into tactical to-dos, tools, or mental models you can implement immediately.

Takeaways For You

Rapid-fire bullet points that translate the day’s analysis into tactical to-dos, tools, or mental models you can implement immediately.

Takeaways For You

Rapid-fire bullet points that translate the day’s analysis into tactical to-dos, tools, or mental models you can implement immediately.