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I really admire Liquid Death's branding, but where I struggle is that I think the best most legendary companies are ones where stellar brand meets stellar product, and Liquid Death is all brand, no product differentiation.

Love your analyses as always!

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Thanks Brandy! I hear you - totally agree. I love water as a brand building case study because they're really not selling anything different (water sommeliers will beg to differ). I'm super interested to see how they scale and keep up with the growth expected from investors 🤔

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