
Anthony Choe, Founder and CEO of Provenance Digital, joins Julian Reis to break down what it really takes to build consumer brands that scale from $40M to $200M+. As a consumer investing legend Anthony reveals the data-driven secrets behind building winning brands. Anthony has spent eight years building Provenance into one of the most unique consumer-focused growth funds, partnering with brands like Everyday Dose, MeUndies and Makeup by Mario.
00:00 Introducing Anthony Choe & Provenance Digital
6:00 The Different Types of Investors & Ways to Invest
15:30 The "Tribe vs TAM" Hypothesis That Changed Everything
23:30 Storytelling Tips for Creators & Brand Founders: How to Be Entertaining While Authentic
28:45 Why Makeup by Mario Has Been So Successful at Sephora & Beyond
30:00 Nonnegotiable Investment Criteria for Any Brand
36:00 Breaking Down the Impact of Rhode’s sale to e.l.f. Cosmetics
38:37 Why Some Brands Last 15+years and Others DON’T
44:05 The #1 Way People Are Using AI
57:23 Julian gifts Anthony One of His all Time Favorite Vinyl Records
Watch On the Record with Julian Reis on YouTube here.
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Connect with Julian on:
Website: https://superordinary.co/
LinkedIn: https://www.linkedin.com/in/julianreis
Check out Provenance for more information or to get in touch with Anthony directly: https://provenanceconsumer.com/