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)
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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.
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Customer-Centric Approach
- Consider the customer's perspective and listen to their needs.
- Don't just tell them what they want; understand their motivations.
Investment Strategy
- Han Shen's investment strategy focuses on the US market with a global perspective, particularly on Asia.
- He looks for opportunities to enhance consumer experiences through technology.
Cross-Cultural Trends
- Cross-cultural influences drive consumer trends, as seen with the rise of bubble tea and matcha.
- These trends create investment opportunities, especially for those with diverse backgrounds.