26min chapter

First Cheque cover image

Investor Jessy Wu discusses the importance of bravery and building a personal brand in the VC industry

First Cheque

CHAPTER

Developing Theories, Building Conviction, and Investing in D2C Companies

This chapter explores the process of developing theories and insights, building conviction, and investing in direct-to-consumer (D2C) companies. It highlights the success factors of D2C companies and the importance of learning from past investments. The chapter also discusses the concept of an anti-portfolio and the challenge of evaluating breakout ideas.

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