Bullish @bebullish Twitter profile | Pikagi

Pikagi

Bullish

@bebullish

3,679

Followers

201

Following

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Media

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Statuses

Bullish blends capital, consulting and creation to design the most remarkable businesses in the world.

https://t.co/WJqB8dsAAm

Joined November 2009

Don't wanna be here? Send us removal request.

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@bebullish

Bullish

4 months

Jumping onto easy trends, developing quality “things” at a fair price point, and raising large sums at IPO-minded valuations to won’t lead to success for early-stage consumer companies in 2024. @brentvartan and @N_Sportelli shared their POV on what will.

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How Early-Stage Brands Can Lead the Consumer Comeback

By: Brent Vartan, Managing Partner, and Natalie Sportelli, Director at Bullish For venture capital investors, one of the most contrarian bets right now isn’t on fintech or the metaverse. It’s on a...

www.linkedin.com

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Last Seen Profiles

@GolyGGP

@NihortNG

@SimplePasajero

@Setty2k_

@ToryHoman

@CoachLBell

@vqpc0ttb9v

@jaypgreene

@soyversapy

@PHCircuit

@claisotak

@KansasPlayers

@TramelBarnes

@JasmineMcl95649

@AlysonVoth

@emothik

@saraig2028

@LookphS91097

@andrs_lus

@MIDORI077951840

@nsfw_ahiri

@AOL

@SamiraSammii

@spotifyindia

@47Chapman

@Genbakshi_in

@pitchfork

@parfaerie

@OliviaStan53044

@ArielChoii

@m_jayschult

@An4481425787723

@Smithj44_

@PhuongQuy6688

@laragios

@Vng65909397

@bebullish

Bullish

2 years

@HustleFundVC 1. Bullish Brand Fund II 2. $500k-$1mm (pre-seed, seed); $1mm-$2mm (pre-A/A where no prior involvement) 3. US-based, consumer only 4. k.smith @bullish .co

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@bebullish

Bullish

5 years

We invested in, created the marketing launch for and opened up an “app” store in NYC for ⁦ @thelightphone ⁩ this week. What did your investor do for you this week?

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@bebullish

Bullish

6 years

Wow! We are proud to have made the list! Thank you to @AdAge , our people and the brands we invest with.

@adage

Ad Age

6 years

Ad Age's 2018 A-List

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@bebullish

Bullish

5 years

VCs of DTC: The investors fueling the startup brand boom Proud to be one of five investors highlighted.

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@bebullish

Bullish

5 years

This nontoxic lawn care startup wants to take on Roundup

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@bebullish

Bullish

5 years

We are hiring. Are you a creative (or team) early in your career that seeks something different? Are you a new brand strategist frothing with questions/curiosity? Are you looking to break into consumer investing and work oh-so-hard to be great? Hey @bullish .co. Carpe Diem.

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@bebullish

Bullish

5 years

Proudly featured by ⁦”Invest Like the Best”⁩ for our Consumer investment through the lens of Brand. Thank you to ⁦ @onepeloton ⁩, ⁦ @harrys ⁩, ⁦ @Casper ⁩ and then many portfolio companies that are the ultimate proof of our approach.

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@bebullish

Bullish

5 years

Proud to have invested in three of the top five.

@RichLightShed

Rich Greenfield, LightShed 🔦

5 years

Interesting #D2C valuation chart from @tkawaja at #bdmisummit

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@bebullish

Bullish

5 years

Excited to add a new wellness investment and a phenomenal entrepreneur in @sarahsmi1e to our consumer disruption fold.

@alpacavc

Alpaca VC 🦙

5 years

Excited to welcome Core Wellness ( @Hey_Core ) and @sarahsmi1e to the @CoriginVentures Family, and to partner with @SperoVentures @BoltVC @bebullish on this journey. Read more here -->

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@bebullish

Bullish

5 years

Bring it. #Bullish19

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@bebullish

Bullish

4 years

We are live with our limited partner and key ally overview on "The Power of Why" (more)

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@bebullish

Bullish

7 years

Welcome to Bullish. We have a roof deck. #joinus

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@bebullish

Bullish

5 years

Almost 40% of our investments have a female founder...and 100% of our team is dedicated to building them. #d5g5

@droga5

Droga5

5 years

Calling all female-led start-ups! Droga5 ladies want to do your advertising, for free. Apply now at #d5g5

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@bebullish

Bullish

6 years

We aim to be the most consumer empathetic early-stage investor. Why? How? LP/Invite-only Consumer Summit in a cool rooftop space in May. Invites going out next week. Should you be there? Why?

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@bebullish

Bullish

11 months

Welcome to Bullish, @N_Sportelli !

@MikeDuda

Michael Duda

11 months

At @bebullish , we're combining capital, consulting and creation to give consumer businesses an unfair advantage. We're glad to share that @N_Sportelli is our new Director. She'll help find and support new investments, and assist @brentvartan and I as we build the Bullish brand.

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@bebullish

Bullish

3 years

This makes our day. Thanks for the entrepreneurs and brands that have put us in a situation to get wonderful comments like this.

@MacConwell

Mac The VC

3 years

Hey @bebullish , I'm a huge fan and would love to connect with your team. Love your branding work and your investments!

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@bebullish

Bullish

6 years

"The following eight are all at advertising's cutting edge: Bullish (us!!!!), IBM, Publicis, R\GA, Anomaly..." Proud to be the only independent entity. Thank you, @adage .

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@bebullish

Bullish

6 years

24-hour pre-game before #BullishConsumer unveiling. Can’t. Wait.

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@bebullish

Bullish

5 years

Go, @onepeloton , go!

@cpen

Carolyn Penner

5 years

“Their app-only revenue this year is gonna almost equate to what Beyond Meat’s total revenue is. This isn’t a bike company. This is a digital fitness company that’s making money in ways that I don’t think most people have gone deep into.” - @MikeDuda $PTON

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@bebullish

Bullish

4 years

This is a fair observation. To all the entrepreneurs out there, Bullish is the only investor in the country that will invest up to $500k and play CMO, like we did to help @thelightphone . Money is the least valuable thing we bring to a relationship.

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Light Phone | Dear Tim

This is "Light Phone | Dear Tim" by Bullish on Vimeo, the home for high quality videos and the people who love them.

@amysundae

Amy ☀️

4 years

I didn’t fully internalize how often people in this industry say “let me know how I can be helpful” until I crossed over to the founder side...seriously a deluge 😳 Suggestion: maybe offer a few ways you can help instead of leaving it open ended?

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@bebullish

Bullish

3 years

Great overview on @humankarp who is leveraging hedge fund skills to healthier living. (Proud investor and brand builder to @humancobrands .) via @businessinsider

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A rising star in the hedge fund world left it all behind to start his own healthy snacks company....

Jason Karp was a rising star as the founder of the hedge fund Tourbillon. But illness and a search for meaning led him to found HumanCo.

www.businessinsider.com

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@bebullish

Bullish

9 years

New name, new way, new things.

@adage

Ad Age

9 years

Deutsch vets Mike Duda, Brent Vartan open creative agency Bullish

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@bebullish

Bullish

8 years

Hello, World.

@GoDaddy

GoDaddy

8 years

What can we say? We love a good game. We're teaming up with our friends @bebullish to advertise in the Super Bowl.

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@bebullish

Bullish

5 years

Big hire! Sir Kensington’s Co-Founder Ramadan to Lead Hu Kitchen

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Sir Kensington’s Co-Founder Ramadan to Lead Hu Kitchen & Products

Paleo-focused Hu Master Holdings, owner of Hu Kitchen and Products, announced today that Sir Kensington’s co-founder and former CEO Mark Ramadan has joined the snack brand as CEO. Ramadan assumes the...

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@bebullish

Bullish

5 years

Every Tuesday, we will be releasing some of Bullish’s POV on DTC and the consumer world. #BullishWhy #BullishDTC Feedback welcome!

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@bebullish

Bullish

5 years

Dear @Wharton , Do you have any curious, insationable, passionate people intrigued by investing, consumer and believe that brand matters? 10.14.19 6:00pm @brettnotaboy and @MikeDuda want to meet for internship or full-time opportunities.

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@bebullish

Bullish

3 years

The all-time high of women-led co’s receiving VC funding was 2019: a paltry 2.8%. Over 11 years, 50% of our active companies have a female founder and 42% are CEOs. If you are a pre-seed/seed B2C founder who is overlooked & underestimated,we are open for business. #bebullish

@aubriepagano

Aubrie Pagano 🦙

3 years

Your daily reminder: women-led startups received 2.3% of VC funding in 2020

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@bebullish

Bullish

7 years

Thank you, @ADWEEK . (And thank you to the toy duck and rocket ship for participating in the shoot.)

@Adweek

ADWEEK

7 years

How ‘America’s Most Dangerous Agency’ went from launch to the Super Bowl in just over a year:

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@bebullish

Bullish

3 years

We are closed today for our annual Citizenship Day, where our team is working both collectively on a passion project that we think makes the world a better place and individual matters that are important to us. Happy Friday!

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@bebullish

Bullish

6 years

“Best. Agency. Ever.” an almost-direct quote from Anheuser Busch’s @ChelsCPhillips . #AdAgeAList

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@bebullish

Bullish

5 years

Thanks, Web!

@web

Web Smith

5 years

Mike Duda and team were pivotal in both companies’ early brand strategies. In an industry of few exits, he has watched Harry’s and Peloton exit in just six months. Both were statements in the DTC industry. Bullish gets attention but they deserve more.

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@bebullish

Bullish

3 years

@MacConwell

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@bebullish

Bullish

3 years

. @careofvitamins , now available at @Target .

Care/of to Launch New Vitamin Line in Target

Care/of, the personalized wellness brand, today announced the launch of a new vitamin line in Target, marking the direct-to-consumer brand’s first for

www.businesswire.com

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@bebullish

Bullish

5 years

Great news. We've been doing this for years.

@adage

Ad Age

5 years

Horizon Media aims for more than half its ad deals to be guaranteed on business outcomes in next five years

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@bebullish

Bullish

7 years

Welcome @Drake to the investment group and check out how Bullish helped @MatchaBarNYC gain national @WholeFoods distribution.

@BevNET

BevNET.com

7 years

Rap icon @Drake invests in matcha company MatchaBar. @WholeFoods picks up bottled line nationwide.

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@bebullish

Bullish

3 years

If imitation is a form of flattery, we suppose this is a marriage proposal?

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@bebullish

Bullish

5 years

"It’s less about being direct, and more about being a valuable brand." says @MikeDuda The end of DTC: Digitally native brands are acting like normal brands. via @digiday

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The end of DTC: Digitally native brands are acting like normal brands

As direct-digital brands grow up, direct-to-consumer retail is looking more like a launch strategy than a business model.

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@bebullish

Bullish

6 years

Us.

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@bebullish

Bullish

8 years

The business cards have arrived. #GoFurtherFaster

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@bebullish

Bullish

7 years

Good morning, New York! #newview

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@bebullish

Bullish

6 years

We are hiring: entry-level Fund Associate role. Internships and a year or so experience in consumer VC, PE or M&A coveted. EOE employer that's fun, collaborative and in need of high-potential stars. If you, tell us why here or hey (at)bullish (dot) co. #consumer #vc #brand

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@bebullish

Bullish

10 months

Join us for a consumer-centric happy hour to close out NY Tech Week! We’re opening up a few more spots for our upcoming NYC Fall Consumer Happy Hour, co-hosted by @JoyancePartners and Bullish. DM us for the event password. See you there. 👋

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Joyance + Bullish Consumer Founder Happy Hour | Partiful

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@bebullish

Bullish

5 years

How Target is getting more DTC brands to sell in its stores (Thanks for featuring Bullish and Harry’s!)

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@bebullish

Bullish

6 years

Proud to be recognized as a leading investment firm in direct to consumer businesses.

@LUMA_partners

LUMA Partners

6 years

@bebullish is featured on LUMA's D2C LUMAscape! Check it out.

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@bebullish

Bullish

7 years

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@bebullish

Bullish

11 months

Next week @MikeDuda and @Linds_Daugherty are hosting office hours for founders building consumer brands in Rhode Island. (Lindsay's home state📍) Sound like you? Join us on the 14th. Set up time below.

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@bebullish

Bullish

9 months

On November 16th, @MikeDuda and @amandazhaozhao are hosting office hours for founders building consumer brands in Salt Lake City, Utah.📍 Sound like you? Set up time here:

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@bebullish

Bullish

7 years

Thank you @VCU_Brandcenter , @NorthwesternU and @Columbia_Biz for letting us borrow three of your finest this Summer!

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@bebullish

Bullish

9 years

Our very own @brentvartan in the @WSJ on how we strive for equity versus short-term economics with brands. http://t.co/XDCmvGFyqu

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@bebullish

Bullish

6 years

A refreshed bathroom. Brought to you by ⁦ @clarepaint ⁩ ($)

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@bebullish

Bullish

6 years

We are Bullish too. Several reasons. This is a good look at the what, but an incomplete version of The Why.

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@bebullish

Bullish

6 years

Congratulations to Pepsi for an inspiring challenge that created one of the top global creative campaigns that celebrated diversity and inclusion. @brentvartan and @brettnotaboy picked up the award in your honor and thanks for believing in us!

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@bebullish

Bullish

6 years

Natalie Massenet, Nick Brown launch Imaginary Ventures with $75m Fund. (Looking forward to partnering with them on the TBA consumer co launching this Summer!)

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@bebullish

Bullish

6 years

What do you think of the new SpikedSeltzer can? New Brand, new look from our team.

@BONVIVSeltzer

BON V!V Spiked Seltzer

6 years

New year, new look. BON & VIV Spiked Seltzer: great taste, now with 0 grams of sugar, only 90 calories, and still gluten free. #BONandVIV

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@bebullish

Bullish

5 years

👀

@henrylmcnamara

henrylmcnamara

@henrylmcnamara

5 years

. @MikeDuda unveils sneak preview of @bebullish ’s 2020 Super Bowl ad

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@bebullish

Bullish

4 years

Proud investor in three of the 21 (two of which are valued much, much higher!) Thank you, Clare, Cuup and function of beauty for making us look so good!

@BusinessInsider

Business Insider

@BusinessInsider

4 years

These are the 21 thriving DTC companies to bet your career on in 2021, from Mirror to Magic Spoon

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@bebullish

Bullish

5 years

👀

@gerstenzang

Sam Gerstenzang

5 years

One of the most astonishing things to me is that there isn’t a VC firm focused on consumer insights, in a deep, people-driven way. Most consumer VCs follow growth, which should work eventually. But look at the intersection of US demographics and senior GPs - whole lot missing.

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@bebullish

Bullish

5 years

Bullish Brings on 5 New Staffers, Including 2 From Droga5

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Bullish Brings on 5 New Staffers, Including 2 From Droga5

But did they make good on that Twitter promise?

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@bebullish

Bullish

5 years

Most Analytics Projects Don’t Require Much Data (h/t @web )

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@bebullish

Bullish

6 years

Very proud of this partnership and what we’ve already done together.

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@bebullish

Bullish

3 years

Entrepreneurs and brand builders: we are here to prevent this from happening.

@JonErlichman

Jon Erlichman

3 years

Early logos for Amazon, Google, Netflix and Twitter:

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@bebullish

Bullish

7 years

Happy #WinnieThePoohDay all.

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@bebullish

Bullish

7 years

ICYMI, we’re excited by our latest investment in @amplehills and are partnering on marketing. You could call us excited.

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@bebullish

Bullish

6 years

Check out our new creative campaign launching some cool new shoes. Thank you to ⁦ @Nike ⁩ and ⁦ @footlocker - ⁩ for believing that we could rise to the challenge!

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@bebullish

Bullish

2 years

1/Last month, we published our Cultural Themes in a report titled “Bullish on Consumer.” Consumer investing can yield exceptional returns when done with a demand-side bias. Here’s what that looks like at Bullish:

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@bebullish

Bullish

2 years

Seeing a lot of VCs seemingly discover “brand” for the first time.

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@bebullish

Bullish

6 years

Once again, we are linked to something that is untrue. People, just ask us! 😎

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@bebullish

Bullish

2 years

Our next investment comes out tomorrow. It’s fresh. It’s clean. It’s beautiful.

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@bebullish

Bullish

8 years

We like this brand neighborhood.

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@bebullish

Bullish

7 years

Snow day. Office culture clearly affected.

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@bebullish

Bullish

6 years

We are only as good as the founders who believe in us. So proud that @fxofbeauty founder @zahir_dossa crediting @GGVCapital and us for being helpful on the journey. #shoptalk18

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@bebullish

Bullish

1 year

Thanks to @notnotphoebe @adage for telling a bit of this story @AdamsGolf ⛳️ our ‘Built for Play’ campaign celebrates a new kind of golfer supported by the best tech of @TaylorMadeGolf

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TaylorMade boosts DTC efforts, moving one golf brand fully online

Adams Golf clubs will now be sold 100% direct-to-consumer.

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@bebullish

Bullish

7 years

Happy Birthday to our Independence Day comrade, @thatLev .

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@bebullish

Bullish

6 years

More to come!

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@bebullish

Bullish

5 years

Proud to have partnered with Mike and team during this journey. Power of brand, internalized.

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@bebullish

Bullish

5 years

This is why we are proud investors in @Nom_Nom_Now . Pet food the right way. So awesome to see @Petco commercializing on a bigger stage!

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@bebullish

Bullish

6 years

Our co-founder @brentvartan on the state of travel disruption. In a world of AI mayhem, don’t forget about core human needs. (Thanks @LaurenJohnson )

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@bebullish

Bullish

3 years

How TikTok is changing YouTube

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How TikTok Is Changing YouTube

YouTube isn’t just trying to mimic TikTok, the viral short-form video app that has taken the world by storm. It’s also copying TikTok’s growth playbook by paying professionals to produce original...

www.theinformation.com

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@bebullish

Bullish

6 years

We believe that the founder(s) are the true Chief Brand Officers. This cannot be outsourced. Period.

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@bebullish

Bullish

6 years

Proud to be the marketing operating partner to @spikedseltzer . Major credit to founder Nick Shields and @AnheuserBusch !

@adage

Ad Age

6 years

How the brand that started the spiked seltzer craze is trying to keep its edge

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@bebullish

Bullish

5 years

@mduboe @leepnet @MikeDuda 👋🏽 We are big believers in operating off of a brand storyline versus CAC-happy steroid solutions which are temporary.

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@bebullish

Bullish

4 years

The thanks we owe @chrisfralic @kentgoldman @joshk etc., is immense.

@chrisfralic

Chris Fralic

4 years

Dear @MikeDuda : While this is not the typical submission method, your artifact has been accepted into the collection. One of the first 100 Peloton screens is a unique addition, and I’ll be sure to keep it near another of my favorite objects from you. Sincerely, The Curator

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@bebullish

Bullish

4 years

Proud to have invested in three of the top eight and the fastest growing DNVB brands in the @2PMinc DTC Power list.

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@bebullish

Bullish

8 years

@GoDaddy We are so proud and fired up to develop truly kick-ass results together. Yeeee haaaaa!

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@bebullish

Bullish

3 years

@LandonAinge We are Bullish and we love pre-revenue/pre-launch investment opportunities.

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@bebullish

Bullish

5 years

Yep.

@jasonwstein

Jason

5 years

Whenever possible, get paid in equity. Take the risk of making less today for the potential reward of making a lot more down the road. This is the path to wealth creation. It's not easy, but you’d be amazed how much more you’re capable of when you have skin in the game.

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@bebullish

Bullish

5 years

DTC METRICS, EXPLAINED by @ZReitano (who we are kicking ourselves for passing on.)

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DTC METRICS, EXPLAINED

In the early days of Ro, we realized that not every team had the same level of understanding of some of the most important business…

link.medium.com

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@bebullish

Bullish

7 years

Another week, another unicorn. Proud of the Peloton team! #4thunicorn

@onepeloton

Peloton

7 years

. @WSJ features Peloton's latest round of financing, which values the company at $1.25 billion: #ridepeloton

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@bebullish

Bullish

7 years

J.Crew’s Mickey Drexler Confesses: I Underestimated How Tech Would Upend Retail

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@bebullish

Bullish

5 years

Those attending our Summit this week will get a copy. One week before the world can!

@profgalloway

Scott Galloway

5 years

Intro to my new book #algebraofhappiness Things are never as good or as bad as they seem Happiness = depth & breadth of meaningful relationships We anchor off the most successful person we know Preorder 👉🏼

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@bebullish

Bullish

11 months

What’s driving the crowdfunding craze among consumer brands? “Crowdfunding has become a necessity due to the criteria of what healthy growth was defined as," Bullish Managing Partner @MikeDuda tells @gabrielabarkho . Read more in @modernretail .

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The Sill launches a new crowdfunding campaign to extend runway

The Sill is the latest startup to launch a new crowdfunding campaign amid a venture capital funding drought.

www.modernretail.co

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@bebullish

Bullish

4 years

Congratulations to IPG employees. After 9 years, you achieve 67% full-paid time off that you’d get with our growing 20-person company on day one.

@OllieMcAteer

Oliver Marketeer

4 years

Take a look at the language agencies use to describe their policies -- it’s telling. There’s a reason why we don’t lay this out cookie-cutter style. You’ll see which shops are human. And the ones so strangled by red tape they appear devoid of empathy.

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@bebullish

Bullish

7 years

We are in to sign/pledge.

@reidhoffman

Reid Hoffman

7 years

VCs must hold the same moral position to entrepreneurs as manager/employee or professor/student #DecencyPledge

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@bebullish

Bullish

4 years

Proud to be a part of the @onepeloton ride to raise $117,000 for @FoodBank4NYC !

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@bebullish

Bullish

5 years

New infrastructure companies are capitalizing on the DTC boom (We will keep miming for gold.)

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@bebullish

Bullish

10 months

We’re proud to unveil our new home online, designed in collaboration with @workandco . While building our new website, we aimed to fully embrace the dynamic nature of everything Bullish and share that story with the world. Take a look around:

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@bebullish

Bullish

2 years

"We have the highest NPS scores in our category, but we want it to go higher...we are obsessed and driven to be loved by our customers more and more." - @jeffreyraider , co-founder, @harrys

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@bebullish

Bullish

10 months

Earlier this year, Bullish rebranded Ann Arbor-based Goodhood and led the company's $2.6M seed round. @adage 's @ejschultz3 recently covered the rise of mobile car repair and maintenance businesses focused convenience, including Goodhood. Read more here:

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How car repair is being disrupted by mobile offerings and valet service

As startups Roda and Goodhood rebrand and roll out new marketing, established players such as Ford and AutoNation try to beef up convenience.

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@bebullish

Bullish

5 years

How not to get funding 101

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