Purchase Frequency vs. AOV: How it should shape your consumer strategy

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TABLE OF CONTENTS

insights

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Gold look-alike jewelry at 1/10th or 1/20th the price: Thesis

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From Airport Look to House Party, Fashion for Every Micro-Occasion: Why we invested in Outzidr

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Rise of Online-First, Mass-Market Brands

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The Agentic Analyst: Why We Invested in Pinegap

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10x'ing one of the hardest problems in clinical AI. Why we doubled down on CARPL.

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The Case for MSP Roll-Ups

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