• #444 – Samuel Gordon & Marc Mouannes – Tequila Cask Investment

  • Sep 27 2024
  • Length: 56 mins
  • Podcast

#444 – Samuel Gordon & Marc Mouannes – Tequila Cask Investment

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  • Tequila Cask Investment Samuel Gordon and Marc Mouannes co-founded GORDON PWC to bring a new way to invest in Whiskey and Tequila cask investment. Summary of the Podcast Introductions and background Graham and Kevin welcome Samuel Gordon and Marc Mouannes, partners at Gordon PWC. They discuss their new tequila cask investment product. Samuel and Marc share how they met and their backgrounds in the whiskey and alternative investment industries. Tequila cask investment overview Samuel and Marc provide an overview of their tequila cask investment product. It involves purchasing unaged "blanco" tequila and aging it in oak casks for 3 years to produce a higher-quality "extra anejo" tequila. They highlight the potential for 14-15% annual returns. There is a shorter 3-year investment term compared to whiskey. It's also another investor route to diversification and inflation hedging. Market dynamics and demand The discussion covers the current and projected growth in global tequila demand. It is especially growing fast in North America, Europe, and Asia. This is driven by the influence of celebrity brands. Samuel and Marc explain how the scarcity of aged tequila and consumer preferences for higher-quality products contribute to the investment opportunity. Investment process and risks Samuel and Marc outline the investment process. This includes how they pre-sell the aged tequila to distilleries and wholesalers to provide investors with a guaranteed exit price. They also discuss the key risks, such as Agave price fluctuations and asset security, and how they mitigate these through insurance and other measures. Tax benefits and investor profile The conversation touches on the UK tax benefits of cask investments as wasting assets. The typical investor profile - affluent individuals looking to diversify their portfolios and hedge against inflation, often in the 40-45 age range. Recap and next steps Graham and Kevin wrap up the discussion, reiterating that they are not providing investment advice. Rather they are highlighting an interesting alternative investment opportunity for listeners to further research. They encourage listeners to connect with Samuel and Marc to learn more about the tequila cask investment product. Clips from the Podcast It's a 3 Year Investment Term! https://thenext100days.org/wp-content/uploads/2024/09/Samuel-Gordon-3-Years-Term.mp4 14% per annum https://thenext100days.org/wp-content/uploads/2024/09/Marc-Mouannes-14-per-annum.mp4 Testimonial Samuel Gordon https://thenext100days.org/wp-content/uploads/2024/09/Samuel-Gordon-TEstimonial.mp4 Marc Mouannes https://thenext100days.org/wp-content/uploads/2024/09/Marc-Mouannes-Testimonial.mp4 The Next 100 Days Podcast Co-Hosts Graham Arrowsmith Graham founded Finely Fettled ten years ago to help business owners and marketers market to affluent and high-net-worth customers. MicroMailings is his new low risk, done for you marketing solution for companies seeking high net worth leads. He is also founder of MicroYES, a Partner for MeclabsAI, which combines the world's biggest source of 10,000 marketing experiments with AI. Find Graham on LinkedIn. Kevin Appleby Kevin specialises in finance transformation and implementing business change. He's the COO of GrowCFO, which provides both community and CPD-accredited training designed to grow the next generation of finance leaders. You can find Kevin on LinkedIn and at kevinappleby.com
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Management Economics
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