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On this preview of our most recent LP Show episode, Benchmark General Partner Sarah Tavel joins us for a master class on consumer investing. We start with why invest in consumer at all (given the inherent risks of its "hit-driven nature"), then deep dive on marketplace investing and wrap up with social, gaming and consumer transactional businesses. Big thank you to Sarah for sharing her immense knowledge on this topic, and to her partner (and fellow Acquired "master class lecturer" on enterprise investing) Chetan Puttagunta for introducing us and for making it happen!

This episode is a preview of the hour-long LP-only show. You can sign up to become an LP and get access to the full episode (and much more) at: https://glow.fm/acquired/

Links to Sarah's blog posts:

• "Hierarchy of Marketplaces" posts: https://medium.com/@sarahtavel/the-hierarchy-of-marketplaces-introduction-and-level-1-983995aa218e
• "Hierarchy of Engagement" post: https://medium.com/@sarahtavel/the-hierarchy-of-engagement-expanded-648329d60804
• Rocks, Sand, and Water Framework for Consumer Attention: https://medium.com/@sarahtavel/the-opportunity-and-risks-for-consumer-startups-in-a-social-distancing-world-a-framework-for-15f65e2fbdff