First Cheque with Cheryl Mack & Maxine Minter cover image

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

First Cheque with Cheryl Mack & Maxine Minter

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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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