Invest Like The Best
Episode 199 The Power of Brand
Invest Like The Best

Episode 199: The Power of Brand

Invest Like The Best

Episode 199

The Power of Brand

Jason is the founder and CEO of HumanCo and Rohan is the co-founder of CAVU Venture Partners. We cover what makes for a great brand, how partnerships with influencers and celebrities can turbocharge a brand, and how brand ultimately gives you pricing power.

This episode is brought to you by:

Koyfin. Koyfin is one of the fastest-growing fintech startups. I discovered Koyfin earlier this year when I asked Twitter for the best Bloomberg alternative, and the overwhelming winner was an intriguing new product called Koyfin. Koyfin has tons of high-quality data, powerful functionality, and a nice clean interface. If you’re an individual investor, research analyst, portfolio manager, or financial advisor, you should definitely check them out. Sign up for free at https://www.koyfin.com/.

Ladder Teams: Ladder Teams is a modern, personal training experience that takes the guesswork out of working out with expertly designed workout plans, one-on-one access to some of the best coaches in the world and the power of the community all delivered to your phone. If you’re looking to switch up your fitness routine at home, or if you’re back in the gym and looking to refresh your training plan, Ladder Teams has a program for you. Check out https://ladder.fit/patrick to download the app and get started.

[00:02:58] – (First question) – Exploring the early part of Rohan’s career with Mars

[00:04:53] – First time changing a brand’s image

[00:06:40] – Jason’s transitions since his last appearance on the podcast

[00:09:47] – What parts of a brand excite Rohan as an investor? 

[00:11:33] – The marketing machine once you find a brand

[00:13:13] – Options in the retail strategy

[00:19:07] – Biggest errors early in a brand's lifecycle 

[00:21:04] – The shift where consumers care more about the makeup of a product than just the brand

[00:26:20] – Finding the fanatical few in the early part of a brand's lifecycle

[00:31:03] – How the role of celebrity has changed in shaping brands

[00:33:01] – The importance of how a brand makes consumers feel

[00:36:15] – Will distribution drive market changes in the future? 

[00:38:17] – Driving revenue multiples for products

[00:48:33] – Categories in health and wellness ripe for disruption

[00:52:20] – How scalable health and wellness brands are as public companies

[00:55:00] – Challenges that older brands have in today’s environment

[00:56:46] – Kindest thing anyone has done for Rohan

The Power of Brand

Introduction

Patrick
My guests today are Jason Karp and Rohan Oza. Jason is the founder and CEO of Human Co., a holding company focused on building businesses that help people live healthier lives. Jason formerly ran the hedge fund Tourbillon Capital and was a popular guest on the podcast several years ago. After watching Jason lay out the vision for Human Co, my family and I became investors in Jason and his team. Rohan is the co-founder of CAVU Venture Partners. One of the fastest-growing venture funds in the CPG space, which has helped grow brands like Beyond Meat, Hims, Vital Proteins, and Bai. You may also recognize him as one of the recurring Sharks on ABC Shark Tank. Our conversation covers how to think about investing in brands, what makes for a great brand, how partnerships with influencers and celebrities can turbocharge a brand, how brand ultimately gives you pricing power, and how Rohan and Jason tried to, in their words, add sizzle to the brands that they work with.

I really enjoyed this conversation with two of the smartest people I know on this topic and hope you will too.

Access the full transcript
Sign in or register to view episode transcripts.

Contact

Get in touch at help@joincollossus.com