The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Milstein: True moats in CPG are nearly non-existent without proprietary manufacturing
“The reality is, in the CPG industry, having an actual moat is very hard. It's kind of non-existent. I mean, having your own manufacturing like Brian does really can help, but that's extremely expensive”
Milstein: Founders must personally execute all tasks for their first two years
“I, you do everything yourself the first year, maybe two years and you should.”
Suplicy: Winning health food brands reintroduce ancient staples conveniently
“What I think is very interesting between our three brands is that we are focusing on things that people have been needing for thousands of years. We're just kind of reintroducing them in a way that is more convenient.”
Milstein: Unpaid influencer excitement tests early product-market fit
“It's a great way to see if early signs of whether you have product market fit or not, if these influencers are excited about what you're doing. If they're not excited at all about what you're doing, you probably need to revisit the drawing board and say, what'…”
Milstein: Canned fish category lacked brand appeal, flavors, and species diversity
“The canned fish category, it was lacking basically everything. It was lacking, you know, diversity in the species. It was lacking flavors, but the most clear thing that it was lacking was any brand that was interesting, beautiful, compelling to customers.”
Milstein: Fishwife customer demographic aged up after entering retail
“You know, our core customer has been in the four years that we've been around very much millennial women as the years have gone on, especially it's gotten quite a bit older as we've gotten into retail and also gotten more national awareness outside of just soc…”
Milstein: Premium tinned fish lacked a unifying brand despite early adopters
“It was clear to me that there were a lot of people that were really excited about it, like a nice base of early adopters that were hyper passionate about Tinfish and Conservas, but the only place you could get it would be, you know, a small specialty shop, and…”