In today’s Exponential Investor:

  • It’s that time of the year again…
  • The Law of Diminishing Returns
  • Whisky, wine and a lack of discipline

In today’s weekly Exponential Investor podcast, Kit and Sam discuss what it means for the ecommerce and retail sector now that Black Friday is once again upon us.

Deals, sales, bargains galore – it’s a rampant time for the online shopper. In this period of Covid-crisis and lockdowns across the country, which retailers will benefit from it all? Or will they benefit at all?

However as Kit explains, perhaps there’s a deeper story here to be uncovered and that we’re just on a trajectory towards another kind of differentiation amongst brands.

We also talk about some investment ideas that should be considered around Black Friday time and the Black Friday list that all investors should really have.

Also, when looking at brands, perhaps you should also look at the people associated with those brands. That’s where the real money is, and it might surprise you exactly who has a big old chunk of it!