Do you have a thesis about the apparel/fashion industry given the “exit” trajectory is different than traditional CPG? Or know a group of people who’ve been really successful with early stage fashion/apparel?
Even as a founder I don’t know much about how that side of investing works. I can see what you are saying about really knowing the space to make the best possible bets.
Great stance as expert beauty investors advisors!
Do you have a thesis about the apparel/fashion industry given the “exit” trajectory is different than traditional CPG? Or know a group of people who’ve been really successful with early stage fashion/apparel?
Even as a founder I don’t know much about how that side of investing works. I can see what you are saying about really knowing the space to make the best possible bets.
This is the best thing you've ever written. It very much resembles Warren Buffets style of investing.
thanks for reading!