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