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.
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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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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