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John Smothers Retweeted
Now that Dry January is over, here’s a reason
@drinkloverboy: a behind the scenes look! We're excited to give you all a look into our sparkling hard tea that's not loaded with sugar and artificial ingredients https://youtu.be/3bhFKghZ_sg pic.twitter.com/RqOZDP5cLDThanks. Twitter will use this to make your timeline better. UndoUndo -
“Lucky people take opportunities knowing that it might change their life. Unlucky people refuse to try new things and instead they stay stuck.”
@zjonsee One of my favorite short reads in quite some time.http://zcjones.com/i-was-so-lucky/Thanks. Twitter will use this to make your timeline better. UndoUndo -
Excited to share Greenville Studios’s first Inside the Brand episode featuring
@drinkloverboy. For all those interested in consumer brands, it should be a fun watch. Huge thanks to@imkylecooke@amandabatula_,@carlradke, Emily & Nick for having us!https://youtu.be/3bhFKghZ_sgThanks. Twitter will use this to make your timeline better. UndoUndo -
If you were to study any of the above individuals content you’d find the product is inseparable from the person. Maxx talked about candy for years on YT before ever launching a candy brand, Emma is always drinking/talking about coffee, etc. Major Key: content before commerce.
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@emmachamberlain: http://chamberlaincoffee.com@MaxxChewning: http://sourstrips.com@Guzmanfitness: http://3denergydrinks.com@itsjojosiwa: Bows and sold ~40M in 2018 (most items retail between $10-18, in other words, a massive business)Show this threadThanks. Twitter will use this to make your timeline better. UndoUndo -
Interest driven influencer brands are fascinating. When done well the product is so synonymous with the individual behind the brand that it hits some subliminal cue in the audiences mind that triggers a surging desire for the thing being sold. A few examples below
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John Smothers Retweeted
Content creation (with quality and consistency) is very difficult and that is exactly why it's an arbitrage opportunity. No one wants to write. No one wants to edit video. No one wants to engineer a podcast. No one wants to design diagrams. Creating is a distinct advantage.
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John Smothers Retweeted
Hey let’s go we’re hiring a news writer at
@Supermaker
team is growing fast
big news soon
spread the wordhttps://twitter.com/ludileiva/status/1216789205218668546 …
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I could be mistaken but I think
@homebrew Fund I included@BldgConnected@Cruise@Plaid &@Chime.@hunterwalk wrote in 2018 that “Fund IV will be raised off data.” I’d assume the data is looking pretty good. It’s awesome seeing such kind and thoughtful humans win.Thanks. Twitter will use this to make your timeline better. UndoUndo -
5) From a risk/reward standpoint, it’s important to consider where revenue is derived given it’s not all equal. I’d often rather invest in low/pre-revenue concepts at the right price OR pay up for brands that have figured out organic acquisition/content than play in the middle.
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4) The Law of Diminishing Returns is real and as more brands opt to take a mono-channel approach and neglect broader brand building, one's opportunity will shrink exponentially.
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3) We’re currently building a concept in stealth that’s annualizing ~$10M, but we wouldn’t call it a “brand” yet. Brand implies some level of organic acquisition, audience dev/community building, internal content/publishing ops, customer engagement and experience ops, etc..pic.twitter.com/82Q9f8M6Ey
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2) Many of these companies are purely driven by performance based marketing and are not true brands, at least not yet. They’re really just nicely designed arbitrage stores, which can create solid $10-20M a yr businesses, but aren’t ideal for VC.
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1) A thought on DTC investing: Having looked at a bunch of DTC deals, there’s a clear trend where emerging brands get themselves to $1-5M in run rate revenue and go out to raise a round at a relatively high multiple. While revenue is king, it can be misleading.
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It’s a true joy being able to share the stories behind these individuals and brands. The first episode will be out soon. We’ve got an exciting roster of guests in the pipeline and look forward to sharing their stories. Excited to expand the series over the coming year.
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Been working on launching a docu/day-in-life series focused on interesting entrepreneurs, investors and companies, with a consumer brands focus. A couple behind the scenes shots of our first episode with
@imkylecooke@amandabatula_@carlradke and their brand@drinkloverboy.pic.twitter.com/TaJhXEG8yg
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how deeply committed the @buymeacoffee team is in engaging their community when it comes to product decisionshttps://building.buymeacoffee.com/changelogThanks. Twitter will use this to make your timeline better. UndoUndo -
The Irishman is just another drawn out mob movie and 1917 an alright, rather derivative war flick.
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The fact that Mendes and Scorsese got nominations for “1917” and “The Irishman” and directors like Gerwig “Little Women” and Heller “A Beautiful Day in the Neighborhood” weren’t even nominated epitomizes that Hollywood still has serious issues.https://twitter.com/latimesent/status/1204033438031855617 …
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