Investment Thesis

Food

  • The industry is defensible given the potential turbulent future ahead (i.e., inflation, interest rates, and corrections)
  • This specialized industry is heavily regulated, providing a barrier to entry.

Niche

  • A niche industry can become a nascent industry
  • With the correct value proposition, a company in a niche industry can expand into tangential markets, creating new market opportunities.
  • Consumer interests are becoming ingraine,d and it is easier to find your tribe as everyone becomes more accessibl.e