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

by | Sep 27, 2024 | Podcast | 0 comments

Samuel Gordon & Marc Mouannes discuss Tequila with Kevin Appleby and Graham Arrowsmith on the Next 100 Days Podcast

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.

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Samuel Gordon, Marc Mouannes, GORDON PWC, The Next 100 Days Podcast, Whiskey, Tequila, Cask Investments

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!

14% per annum

 

Testimonial 

Samuel Gordon

 

Marc Mouannes

 

The Next 100 Days Podcast Co-Hosts

Graham Arrowsmith

Graham Arrowsmith, Headshot, Co-host, The Next 100 Days Podcast, v2

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 Appleby, Headshot, Co-host, The Next 100 Days Podcast, V2

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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