Michael Duda – Investing In Brands – [Invest Like the Best, EP.117]

Listen to This Podcast Episode Here

by Patrick O’Shaughnessy

My guest this week is Michael Duda, and the topic of our
conversation is the role that brand plays in business and investing.  Michael has worked on and invested in a wide-range
of brands including Birchbox, Casper, Harry’s, Citibank, DirecTV, Google,
TripAdvisor, Under Armour and vineyard vines. His background in advertising
made this a unique and interesting conversation. please enjoy.

Show Notes

1:11 – (First Question) – Mission of Bullish

2:15 – Typical relationship they have with companies

3:01 – Defining brand

            4:35 – Ryan
Caldbeck Podcast Episode

5:51 – A dive into how brands make people feel

7:54 – Does the emphasis on brand still matter to consumers
and if so, where

10:01 – Process of building up a brand

14:53 – What has changed most in the planning of a brand
strategy

18:35 – How does his thinking impact his investing strategy

21:48 – Where does he differ from the rest of the market

23:34 – Advice he would give to companies in general

26:18 – How advertising has changed in the current landscape

28:35 – The screening process for picking potential
investments

35:16 – How they analyze valuation

37:31 – Unusual traits he likes in founders

40:12 – Categories most ripe for young companies to disrupt

44:03 – Most interesting marketing channel for direct to
consumer businesses

46:45 – Marketing piece he is most proud of

49:23 – Companies that embody the best of what has been
discussed

52:31 – His love for people in business

53:41 – Kindest thing done for Michael

Source link