Jens Grede - Building SKIMS - [Invest Like the Best, EP.431]
Episode publishedPodcast: Invest Like the Best with Patr...Invest Like the Best with Patrick O'Shaughnessy
Transcript preview
Preview only
Something I speak about frequently on Invest Like the Best is the idea of life's work. A more fun way to think about it is that I'm looking for maniacs on a mission. This is the basis for our investment firm, Positive Sum, and it's the reason why I'm so enthusiastic about our presenting sponsor, Ramp. Not only are the founders, Kareem and Eric, life's work level founders, certainly maniacs on a mission, they have created a product that is effectively an unlock for founders and finance team to do more of their life's work by streamlining financial operations, saving everyone their most precious
As an investor, gaining an edge means having the right tools, and one platform leading the way is AlphaSense. Trusted by 75% of the world's top hedge funds, AlphaSense is the market intelligence platform that gives institutional investors access to over 500,000,000 premium sources, from company filings and broker research to news, trade journals, and more. And with its recent acquisition of Tigus, it also includes the world's largest library of expert interview transcripts, over 200,000 calls covering more than 24,000 public and private companies, All in one platform so investment teams can mo
Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc.
My guest today is Jens Breed. Jens is the cofounder and CEO of SKIMPS, the shapewear and clothing brand he cofounded with his wife, Emma and Kim Kardashian. Our conversation left my head spinning. This was one of my favorite conversations in years. Jens has this remarkable ability to be both creative and commercial. He puts brilliant frameworks into plain terms and knows consumers like the back of his hand. Jens explains how pop culture is the only remaining hack to the consumer economy in our fragmented media landscape and describes today's cultural shift as clamoring for comfort in uncertain
Well, first of all, thank you. I have always wanted to have a really cool name. Mission accomplished. And you're probably the first person who's commented on it. So fifteen years later, I finally got that recognition I was looking for. So I appreciate it. You
got it.
I named my company popular culture because I'm a real child of the nineties pop culture. Growing up in Sweden, you partly grew up in Minnesota, so you know the feeling, what it's like in January to ride your bikes to your friend's house. And I will ride my bike to my friend's house to watch Beverly Hills nine zero two one o and Baywatch, and we will sit there and eat chips. Could you imagine yourself living like that? Could you imagine yourself being at the peach pit? But I was a real child of the nineties. Pop culture and skateboard scene and music, I've always been obsessed with it. As I got
when you say hack to the consumer, does that mean the means through which to reach them, build something for them, and make sure that they know about it?
It was really hard to reach a critical mass of consumers today. If someone gave you and me a billion dollars to start a vodka company, we can call it winter warmth, And we spent that on TV and billboards and on Meta. We wouldn't have half the brand recognition that Dwayne The Rock Johnson have for his tequila company, Terramana. You tell me, what's the value of
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.