01 — The Lobby
Today
The office — who's in
Ships next
Desk brief — highest conviction
Next moves — ops
The Tape — live desk activity
02 — The Desk
Research Watchlist
One dated tracker — filter by week, theme, analyst. Ratings are Shafiq's /5 conviction.
shorthand: TICKER · rating 0–5 · swing / long-term / punt / day · — thesis · a line on a name already on the desk (no rating) lands as a note
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The scoreboard — price-stamped calls · % since call
Session log
Coverage by theme
Next sessions
03 — The Machine
Content
Platforms: YouTube Meta TikTok X Website · GCal push feeds from this calendar every Sunday.
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Production pipeline — this month
The weekly rhythm
04 — Members
The Community CRM
Free founding cohort → paid → gold. Trophies are the retention engine.
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Trophy wall — process over P&L
Trophies honor discipline: the written thesis, the honored stop, the planned exit. Individual results — not typical, not advice.
Win-back queue · expiring trials
05 — Growth
The Funnel & The 100k
North star: 100k followers. Audience → member → paying — every layer measured.
North star — total audience
Targets
Unit economics
06 — The Company
Operations
Four founders, one system. What's open, what's decided, what runs on its own.
Open items — build order
Decision log
Automation status
The founders
Launchpad