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Geoff Lewis, Co-Founder of Bedrock Capital: In Search of Narrative Violations

The Pomp Podcast

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The Narrative Mirage of Direct to Consumer Brands

The whole frenzy around direct to consumer brands over the last number of years has actually been a narrative mirage. We founded bedrock in late 2017 Uh, we haven't made a single direct to consumer brand investment. And that's something that we've argued behind the scenes with with folks in our in our world I hope we think a lot of these d to c businesses are our narrative mirages and and and now just recently the narratives very sharply turned against them.

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