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Should you have DTC brands in your portfolio?
S&P500 returns 575% vs. Euro Stoxx50 returns 150% in last 15 years
Industry revenue grew 2650% in 5 years
$229 Billion spent by 5 Big Tech companies in last 12 months
3rd biggest unicorn globally
Nvidia is worth more than Amazon and Tesla combined
Is it an Enterprise or Consumer product?
Future growth looks promising
More still needs to be done
Nvidia beats Bitcoin
Japan, South Korea and Italy are in trouble
60% of all new vehicles are SUVs