Episode Details

Jens Grede - Building SKIMS - [Invest Like the Best, EP.431]
7/1/2025
Invest Like the Best with Patrick O'Shaughnessy

Key Insights

Bullish:

  • 🟢 $PASSES - Jens is bullish on Passes, a platform for creators to directly monetize their audience, as part of the broader creator economy trend.
    • I'm an investor in several companies, but one that I have been a little bit more involved with is one called Passes, which was founded by Lucy Gu, who was a cofounder of Scale AI. She's built a platform for creators to directly monetize their audience, their fan base, and I think that's incredibly powerful.” - Jens (1:01:36)
  • 🟢 $CREATORECO - 🔒
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  • 🟢 $CLOSEDNET - 🔒
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  • 🟢 $RETAIL - 🔒
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  • 🟢 $BIGBRANDS - 🔒
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Bearish:

  • 🔻 $SOCIALMEDIA - 🔒
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