468. When Product-Market-Fit Isn’t Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Navigating Investments in Consumer Packaged Goods
This chapter explores the intricacies of investing in Consumer Packaged Goods, particularly reflecting on Simple Mills' exit. It emphasizes the significance of entry price and ownership stakes in determining investment success and highlights the sustainable profitability of well-integrated CPGs in consumer lifestyles.
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