Fantastic breakdown of Cullman's timing and execution. What really stands out is how he didn't just benefit from the Cuban embargo but actualy positioned himself before it with the General Cigar acquisition, then built infrastructure (Temple Hall, aged wrappers) that competitors couldn;t easily replicate. I've always found that the best opportunities come from structural shifts that require long-term capability building, not just quick pivots.
Thanks for the comment. I agree. As I understand it, he wasn't 100% sure an embargo would happen, but sensed that tensions would breed opportunity for domestic producers one way or another.
Fantastic breakdown of Cullman's timing and execution. What really stands out is how he didn't just benefit from the Cuban embargo but actualy positioned himself before it with the General Cigar acquisition, then built infrastructure (Temple Hall, aged wrappers) that competitors couldn;t easily replicate. I've always found that the best opportunities come from structural shifts that require long-term capability building, not just quick pivots.
Thanks for the comment. I agree. As I understand it, he wasn't 100% sure an embargo would happen, but sensed that tensions would breed opportunity for domestic producers one way or another.