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#359 - Inside Bullish: Lessons from Backing Major DTC Winners (Peloton, Harry’s, Warby Parker)
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2025/7/3
DTC POD: How The Best Brands Are Built
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Who is Brent Vartan and what is Bullish?
Bullish’s track record and notable investments
What sets Bullish apart from other investors?
Why is investing as ‘first money’ so important?
What patterns do breakout DTC brands share?
How did Sunday Lawn grow and what was their strategy?
How did Harry’s position itself as a hundred-year business?
What are the operational realities for breakout brands?
Building for acquisition vs. IPO: what are the key differences?
What do buyers look for in DTC acquisitions?
The power of niche audiences: Nom Nom’s Mars acquisition
Why is cultural relevance crucial in DTC brand building?
Bubble Beauty: a case study in innovation and customer engagement
How to maintain founder equity and the right capital structure?
What are the risks of stalling momentum and overplanning?
Where should founders allocate raised capital: innovation or marketing?
Where can you find Brent Vartan and Bullish?
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