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Ep. 763: Thales Teixeria Interview with Michael Covel on Trend Following Radio

Michael Covel's Trend Following

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How to Decouple Your Customer Value Chain

In the beauty industry, Birchbox and Ipsy decoupled the value chain from Sephora by offering to consumers only the sampling part. There are companies that help you understand what beauty products are good or bad in terms of which ones might have cancer related research on them. You can go all across different customer value chains and figure out what activity customers are not really satisfied and then you can try to steal that activity for yourself.

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