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Behind the Conviction #02 - Conversation with Kurasu Indonesia
On building a distinct specialty coffee brand in Indonesia through identity, community, and local understanding
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Brand, acquisition, retention, channels, community, and the growth systems shaping consumer businesses.
12 relevant signals · Updated Aug 17
Neverlater thesis
Growth quality matters more than growth theatre. Neverlater looks for channels, messages, and retention loops that create compounding demand rather than temporary spikes.
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Durable job collections that stay useful as live opportunities change.
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Shopee Food’s rise suggests the next phase of food delivery will be fought not only on logistics, but on affordability, discovery, and who controls restaurant demand.
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A structured look at the retail formats we believe are worth exploring, combining market logic, consumer behavior, and our personal conviction.
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An inside look at how Trihill Capital thinks about building and backing consumer brands in Indonesia
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