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Ep 103: Owning and buying D2C businesses with Ben Cogan, co-founder of Agora and Hubble Contacts

34 min•22 november 2023

We discuss the Agora investment thesis and process, why VC dollars can mask product market fit, where VC-backed D2C is going in 2024, whether it’s better to IPO or sell to a big CPG, why the pandemic was bad for FBA aggregators and the advantages of being a D2C operator and investor.

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