468. When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified · Feb 3, 2025 · 44m

Shamin Walsh of BAM Ventures joins Nick to discuss When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend. In this episode we cover:

Investment Metrics and Market Dynamics

Consumer Spend Bifurcation and Market Trends

Consumer Tech and Signal Identification

Thesis-Driven vs. Founder-Driven Investing

Brand Market Fit and Loyalty

Cross-Cultural Insights and Market Adaptation

Making Money in Consumer Investing

Founder Traits and Market Conditions

Guest Links:

Shamin's LinkedIn

BAM's LinkedIn

BAM's Website

The host of The Full Ratchet…