464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious (Han Shen)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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The Bubble Tea Revolution
This chapter explores the impact of consumer trends, particularly the rising popularity of bubble tea among Gen Z, and the shift from established brands to new, trendy options. It highlights the influence of social media, peer interactions, and investment opportunities tied to the evolving tastes of this generation.
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