Invest Like the Best with Patrick O'Shaughnessy
Michael Duda – Investing In Brands - [Invest Like the Best, EP.117]
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com
Show Notes
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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.
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
Follow Patrick on Twitter at @patrick_oshag
Show Notes
(First Question) – Mission of Bullish
– Typical relationship they have with companies
– Defining brand
– Ryan Caldbeck Podcast Episode
– A dive into how brands make people feel
– Does the emphasis on brand still matter to consumers and if so, where
– Process of building up a brand
– What has changed most in the planning of a brand strategy
– How does his thinking impact his investing strategy
– Where does he differ from the rest of the market
– Advice he would give to companies in general
– How advertising has changed in the current landscape
– The screening process for picking potential investments
– How they analyze valuation
– Unusual traits he likes in founders
– Categories most ripe for young companies to disrupt
– Most interesting marketing channel for direct to consumer businesses
– Marketing piece he is most proud of
– Companies that embody the best of what has been discussed
– His love for people in business
– Kindest thing done for Michael
Learn More
For more episodes go to InvestorFieldGuide.com/podcast.
Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
Follow Patrick on twitter at @patrick_oshag
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