Dana Auslander
speaker
558 appearances
1 recordings
1 series
first heard May 2026
last heard 4 May
Dana Auslander’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
So it's a diversified portfolio of bags, just like you would invest in a real estate fund.
And the idea is to return 2x of MOIC.
MOIC is?
Multiple Uninvested Capital within the liquidity period.
So the first fund that we launched was 15 months.
And we've already sold 25 out of 50 bags.
And we're probably going to return 1.5x.
But fund two that we launched last November when we got all the...
viral news media stuff, that is 30 months, and we'll definitely be able to return 2x of MOIC.
And you're not going to get those kinds of returns in any other asset class right now.
Even AI is questionable.
I've seen you do a lot of shows on AI, and that's all anyone's talking about, and those valuations are through the roof.
This is a more modest but much, much more capacity-constrained strategy.
Because, again, these are Birkins and Kellys, and there's a whole portfolio construction philosophy that goes into it.
We're trying to buy new-in-the-box bags, which, to your point, have plastic still on them, receipts, orange boxes, and those are trading at a premium.
And we also have pre-owned, which is what the Gen Zers and the millennials are buying.
Pre-loved, pre-owned.
The Peter Bags that have been made so popular by the Olsen twins that I personally also like.
But for many, many, many people, especially millennials and Gen Z, the only entry point into a Birkenau or Kelly is going to be the secondary market.
They're not going to be able to walk into our mezz and create the spending limit.
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