From Irresistible to Unstoppable. Why I keep backing them ⚡
Great piece. Highly recommend also reading AirSugar by Brian Sugar for more insights on consumer investing:
https://substack.com/@briansugar?r=56w5&utm_medium=ios&utm_source=stories&shareImageVariant=blur
consumer is the only category where you create habits people can't break but VCs think it's risky. meanwhile they're backing infrastructure plays that get copied in 6 months.
🫶🏼💪🏻😎
Yep, so true.
Great piece. Highly recommend also reading AirSugar by Brian Sugar for more insights on consumer investing:
https://substack.com/@briansugar?r=56w5&utm_medium=ios&utm_source=stories&shareImageVariant=blur
consumer is the only category where you create habits people can't break but VCs think it's risky. meanwhile they're backing infrastructure plays that get copied in 6 months.
🫶🏼💪🏻😎
Yep, so true.