Invest Like the Best with Patrick O'Shaughnessy
Kirsten Green - Investing in Consumer Change - [Invest Like the Best, EP.301]
My guest today is Kirsten Green, founder and managin...
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Nov 1 2022 1h 9m
Chapter 1 4 mins
[First question] The insights gleaned from studying consumers in the modern eraChapter 2 2 mins
Whether or not the shift in consumer behavior is similar to a platform shift like mobileChapter 3 1 min
Which of her hypothesis going into the research was proven most wrongChapter 4 2 mins
The leading persona archetype that drives consumer spendingChapter 5 2 mins
Thoughts about her investing focus after doing all of this researchChapter 6 2 mins
How much the digital world is good and bad for communityChapter 7 2 mins
Positive and negative impacts digital access has on childrenChapter 8 8 mins
The investing criteria that she and her firm have developed for founders and business models they find desirableChapter 9 2 mins
An example of the middle of the spectrum between tailwinds and headwinds that may result in them passing on a businessChapter 10 3 mins
The beachhead problem for entry points, encouraging good focus and entry point selection, and who’s done it wellChapter 11 4 mins
The history of the consumer of how they buy and sell and where the shifts in power have beenChapter 12 3 mins
Other interesting trends she’s seeing in the seller empowerment eraChapter 13 3 mins
How different her investing models are for linear product businessesChapter 14 3 mins
Frameworks she’s developed for evaluating a brand early onChapter 15 3 mins
The most defining moment in Forerunner’s history and the hardest lesson she’s had to learnChapter 16 50 sec
Ways she’s fostered and mentored young investors at ForerunnerChapter 17 45 sec
What the most underappreciated thing is today about the consumerChapter 18 1 min
User and customer development strategies that work well for early stage productsChapter 19 3 mins
Three businesses young investors should study to educate themselves on great consumer businesses; Shoe DogChapter 20 5 mins
Where they find the companies Forerunner tends to invest in, and how to build and effective deal flow pipelineChapter 21 4 mins
The kindest thing anyone has ever done for her