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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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.
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!