The Consumer VC
The Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing
How to invest in brands that can appeal to the early majority // Michael Duda, Managing Partner at Bullish
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How to invest in brands that can appeal to the early majority // Michael Duda, Managing Partner at Bullish

The Consumer VC episode 209 with Michael Duda, Managing Partner at Bullish

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Hey Friends,

Our guest today is Michael Duda. Michael is the Managing Partner at Bullish. Bullish is a consumer-only venture capital fund and creative agency. Some of their investments include Sunday, Spark Grills, Harry’s and Peloton.

We discuss:

  • What’s his process for identifying a nascent consumer insight?

  • How to identify brands that serve the early majority

  • The distinction between trends vs. fads

  • What has to happen in order for a trend to become big?

  • What’s often misunderstood about investing in consumer-oriented companies?

  • When does it make sense for a DNVB to expand into retail?

  • If the bet is right when it comes to a trend, how important is having a competitive advantage in your product?

I hope you enjoy listening!