The Dutch Investors Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing
Aug 21, 2025
Explore the turbulent world of the global spirits industry. From the historical roots of distillation to the rise of brands like Diageo and Moutai, the discussion dives deep into market dynamics and investment potential. Learn about the impact of tariffs and shifting consumer behaviors on major players, while also uncovering emerging trends like luxury spirits and celebrity-owned brands. This engaging conversation uncovers opportunities for savvy investors amidst challenges in the post-COVID landscape.
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Founder Shares Personal Whiskey Launch
- Sonny launched his own whiskey brand, WhiskeyCraft, in July and has five years' industry experience.
- He plans online tastings and aims to export to the Netherlands as part of his brand growth.
Deep Historical Demand Supports Spirits
- Alcohol and spirits have deep historical and social roots that support long-term demand.
- The Lindy effect and brand heritage make disappearance of alcohol consumption unlikely.
Premium Spirits Offer Durable Luxury Demand
- Brown spirits like whiskey and cognac carry luxury value and don't spoil, supporting premium demand.
- Collectible bottles (e.g., Macallan 1926 sold for $27.2m) show durable high-end demand.