Founder/CIO @tenebristglobal, finding non-traditional public markets growth opportunities. Prev: Head of Investment Research @shawspring. Learning.
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Feb 7, 2022 • 5 tweets • 2 min read
Big thanks to @GSpier for having me in Klosters @VALUExZH. Had an awesome time meeting some great folks.
We presented Progyny $PGNY, one of our top holdings. Here's our brief thesis deck from the conference.
Apr 16, 2021 • 13 tweets • 7 min read
Anyone else following the mayhem in the US spiked seltzer market?
Few days ago White Claw announced "Surge," an 8% ABV SKU and much more than a simple line extension.
Let's discuss the innovation & rivalries *brewing* $SAM $ABI $DEO
thrillist.com/news/nation/wh…
Setup: Americans are looking for flavored, low-cal, gluten free, convenient alcoholic drinks. Just like they are in regular drinks.
The spiked seltzer phenomenon is simply an extension of the Millennial obsession with soda water (cc: @lacroixwater)
Nov 6, 2020 • 4 tweets • 2 min read
Will be interesting to see how luxury auto OEMs balance optimizing surface area/drag/range vs aesthetic design.
@Porsche Taycan (0.22 drag coefficient) clearly worse aesthetics than the 911 (0.33).
The @Opendoor SPAC has me thinking about real estate as an ecommerce category and why its worse than other online verticals like fashion, electronics, and auto.
They take the 200+ local brick and mortar markets, and create one consolidated US ecommerce market.
Aug 27, 2020 • 9 tweets • 6 min read
Warby Parker, arguably the most successful D2C business, is unsurprisingly raising money again.
Why is this unsurprising? Because pure D2C is inherently a bad business.
techcrunch.com/2020/08/27/war…
In ecommerce, you need to continuously improve the breadth/depth of your product offering to attract new customers and maintain a product lead. This is the antithesis of D2C, generally only offering a few products.
For example, Casper has a grand total of...3 mattresses!
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