How We Think About Investing in Consumer Goods
"Periodically, Revelry likes to take a step back from our day to day work and think through what we're seeing, thinking and feeling with regards to the consumer climate. When we identify an theme, evolution or progression that we feel is creating an interesting and significant investment opportunity, we like to discuss and dissect the issue with our friends and investors. Below, are a few select samples of the discussions we've had to date. Thanks for taking the time to peruse. We hope this helps the cause."