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The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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)
Dec 16, 2024
Han Shen, founding partner at iFly.vc, shares his contrarian investment approach focusing on the U.S. market. He emphasizes the role of customer insights in investment decisions and highlights the crucial shift in consumer trends, notably among Gen Z. The conversation dives into navigating investments influenced by political landscapes and how to identify promising opportunities in a competitive market, including a deep look at online grocery models tailored for ethnic minorities. Shen's insights offer a unique lens on spotting trends before they become mainstream.
52:37
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Quick takeaways
- Listening to customer needs is essential for entrepreneurs to drive business success and engage meaningfully with their audience.
- Han Shen emphasizes the investment strategy focused on tech-enabled consumer plays that address evolving market preferences, especially among Gen Z.
Deep dives
Tovala's Success and Retail Expansion
Tovala is a meal kit company that has recently achieved significant milestones, including three consecutive months of profitability and surpassing nine figures in revenue. The company is set to launch its largest retail partnership to date with Costco, emphasizing the expected growth from this collaboration. This partnership aligns with Tovala's strategy of providing high-quality, easily prepared meals that can be ready in 20 minutes or less. The focus on customer convenience and quality has proven successful in attracting a solid customer base.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode