Michael Duda – Investing In Brands - [Invest Like the Best, EP.117] - a podcast by Patrick OShaughnessy

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 Notes1:11 - (First Question) – Mission of Bullish
2:15 – Typical relationship they have with companies3:01 – Defining brand
            4:35 – Ryan Caldbeck Podcast Episode5:51 – A dive into how brands make people feel
7:54 – Does the emphasis on brand still matter to consumers and if so, where10:01 – Process of building up a brand
14:53 – What has changed most in the planning of a brand strategy18:35 – How does his thinking impact his investing strategy
21:48 – Where does he differ from the rest of the market23:34 – Advice he would give to companies in general
26:18 – How advertising has changed in the current landscape28:35 – The screening process for picking potential investments
35:16 – How they analyze valuation37:31 – Unusual traits he likes in founders
40:12 – Categories most ripe for young companies to disrupt44:03 – Most interesting marketing channel for direct to consumer businesses
46:45 – Marketing piece he is most proud of49:23 – Companies that embody the best of what has been discussed
52:31 – His love for people in business53:41 – 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

Further episodes of Invest Like the Best with Patrick O'Shaughnessy

Further podcasts by Patrick O'Shaughnessy

Website of Patrick O'Shaughnessy