Shawarma Capital

Shawarma Capital

$BRUN: The Ninety Percent Illusion

The gap between Boost Run's 94.5 percent reported margin and its real economics, and why the de-SPAC discount already closed.

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Shawarma Capital
Aug 31, 2026
∙ Paid

There is a version of the Boost Run story that is genuinely compelling, and I want to start there, because the people who got excited about this name were reacting to something real.

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