Capital Ideas Podcast Research to runway: Investing in disruptive business models
25 snips
Feb 27, 2025 Lara Pellini, a seasoned portfolio manager at Capital Group with over 23 years of experience, emphasizes the need for hands-on research in identifying disruptive business models. She shares insights on navigating sectors like food delivery and fashion, highlighting the critical role of sustainability and adaptability. The conversation also explores innovative opportunities in eyewear technology, the resilience of luxury brands in economic downturns, and the importance of community support in investment journeys.
AI Snips
Chapters
Transcript
Episode notes
Tesco Research
- Lara Pellini worked at Tesco as a fishmonger and in the fresh food aisle to research European food retailers.
- This hands-on approach helped her understand management styles, company culture, business models, and industry jargon.
Food Delivery Insights
- Lara Pellini worked as a food delivery driver for Just Eat and Deliveroo to understand their business models.
- She found that achieving profitability was challenging due to factors like delivery time and tipping culture.
Fashion Roots
- Lara Pellini's mother owned a fashion boutique, fostering her love for fashion from a young age.
- As a child, she attended Pitti Bimbo, a children's fashion trade show in Florence.