Archive - The Emergent Layer

June 2025

Consumer Misconception

How five false beliefs created a vacuum of opportunity in CPG

Jun 2 •

April 2025

Long Consumer Wellness

Exploring the Defining Consumer Driver of the Next Quarter Century

Apr 15 •

Selva Perspective: PepsiCo M&A

Selva Perspective is a series we do quarterly, sharing a section directly from our latest LP Letter.

Apr 3 •

January 2025

Selva Perspective: MAHA

The below is taken from Selva Ventures’ Q3 2024 Quarterly Investor Letter

Jan 2 •

December 2024

Selva Perspective: Mars / Kellanova

The below is taken from Selva Ventures’ Q2 2024 Quarterly Investor Letter

Dec 13, 2024 •

June 2024

Selva Perspective: Ozempic

The below is taken from Selva Ventures’ Q1 2024 Quarterly Investor Letter

Jun 27, 2024 •

March 2024

Selva Book Club: Outlive by Peter Attia, MD

The below is taken from Selva Ventures’ Q4 2023 Quarterly Investor Letter

Mar 22, 2024 •

January 2024

Protein Priority

The Mainstream Movement Towards High Protein Diets

Jan 22, 2024 •

Selva Book Club: Steve Jobs by Walter Isaacson

The below is taken from Selva Ventures’ Q3 2023 Quarterly Investor Letter

Jan 9, 2024 •

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