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S6 E2: From Billions to Bankruptcy: How SmileDirectClub and Dollar Shave Club Fell From Grace
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Al Catterton's investment strategy and comparing Alo yoga and Viori
Al Catterton tends to buy and flip businesses within a few years. However, there hasn't been anything remarkable happening with their investments in Kopari and Function of Beauty. It's interesting to see them going in a different direction than Alo Yoga, which is trying to raise a billion at a 10 billion dollar valuation. The revenue of Alo is unknown, but it could be in the low couple hundred million range or even a billion dollars. It's hard to determine the size of Viori compared to Alo. It's surprising how private brands can be so large without their revenue being widely known.
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