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#37 | Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing

#37 | Fever-Tree Deep Dive | Built to be bought w/ Secret Sauce Investing

Episode 37 Published 11 months, 2 weeks ago
Description

In this episode, we sit down with Sonny from Secret Sauce Investing, a drinks' industry insider and longtime investor, to dive deep into the story of Fever Tree, the premium tonic brand that helped reinvent the mixer market.

We unpack how this British company turned a simple idea, into a globally recognized brand. We talk about Fever Tree's unique business model, what their strongest asset may be, and whether the valuation is attractive today.

Furthermore, we also cover:

  • The company’s explosive rise during the UK gin boom
  • Why its U.S. expansion could be a game-changer
  • The risks of staying premium in a cost-conscious world
  • Fever Tree’s brand strength vs. giants like Coca-Cola
  • Red flags

And much more!

If you’re a long-term investor, who loves consumer brands, and is wondering if tonic water can be a serious investment idea, this one is for you.

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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research. 

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