View on Builders Union
I am really curious to have your opinion about Builders Union, a $200m - $300min 2017 by Alexander Bruells and Markus Bihler.
Their investment thesis is centered around "global young consumers" and define themselves as a "consumer-focused growth investment firm".
Does anyone know them, and what do you think about their capabilities, their ability to train and grow in-house talents (they seem to recruit some analysts directly after graduation), their growth prospects, their strategy ?
And did anyone do their case study ? What to expect ?
Thx fellow monkeys