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Description:
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Will Barnes, co-founder of inpractise.com, discusses the investment case for Naked Wines. The company's been a huge COVID beneficiary, but despite a nice run Will thinks the market is underestimating the long term potential of Naked Wines and how advantaged the business is against the rest of the wine industry.
Chapters
0:00 Intro
7:00 Naked Wines Overview
12:25 How Naked Wines Angel model works
15:15 Why isn't this Blue Apron 2.0?
22:00 Naked's scale and business model gives them a cost advantage
28:00 Would winemakers leave as they got bigger?
32:30 Can Naked Wines grow beyond the angel wine model?
38:45 Naked Wines' data gives them a moat
45:35 Naked Wines' Postcard anecdote
49:35 Valuation and how sustainable is the COVID boost
52:30 Reasonable 2025 bull case
57:45 Potential "level up" opportunities |
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