Podcast: Investing in consumer companies and finding out what consumers really want

I joined Brian Moretta on The EIS Navigator to talk all things consumer investing. We covered many topics, including:

• why consumer is still attractive despite the economy;

• how the dynamics of returns in consumer venture capital investments are different from B2B;

• how to understand the consumer when it’s not something that you would buy yourself;

• getting conviction when data is limited;

• developing investment theses;

• finding quality within a group of companies within the same space;

• how creative companies can find a formula for repeat success.