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4min chapter
Consumer Investing in 2022 (with Brian O'Malley of Forerunner Ventures)
ACQ2 by Acquired
Is There a Return to Reality in the Direct to Consumer Space?
We're in this period right now where there is a return to reality. The ones that don't have a strong enough value proposition to the end consumer are just not going to survive. Some of them are turning into good Quality cash flow businesses, but ones where there's a real question about the strategic value around those companies. They start out in a narrow set and then they're able to evolve that more broadly.
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