Show Notes:

[00:01:11] – (First Question) – Mission of Bullish

[00:02:15] – Typical relationship they have with companies

[00:03:01] – Defining brand

[00:05:51] – A dive into how brands make people feel

[00:07:54] – Does the emphasis on brand still matter to consumers and if so, where

[00:10:01] – Process of building up a brand

[00:14:53] – What has changed most in the planning of a brand strategy

[00:18:35] – How does his thinking impact his investing strategy

[00:21:48] – Where does he differ from the rest of the market

[00:23:34] – Advice he would give to companies in general

[00:26:18] – How advertising has changed in the current landscape

[00:28:35] – The screening process for picking potential investments

[00:35:16] – How they analyze valuation

[00:37:31] – Unusual traits he likes in founders

[00:40:12] – Categories most ripe for young companies to disrupt

[00:44:03] – Most interesting marketing channel for direct to consumer businesses

[00:46:45] – Marketing piece he is most proud of

[00:49:23] – Companies that embody the best of what has been discussed

[00:52:31] – His love for people in business

[00:53:41] – Kindest thing done for Michael