Dan Fleyshman
Appearances
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
You invested in Next Health, you've invested in multiple brands. Why do you enjoy investing into brands and what makes you say yes?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
God bless you. I'm wishing you luck. But let me know when you've got a couple thousand stores under your belt. You've dealt with the distributors, the manufacturers, the headaches. There's still more headaches to come. But at least I want to see you fight. I want to see you fight through the struggle first.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
the reason i like the food and beverage space is because when you get it right is a big victory there's been recent sales you guys have seen of beverage brands that have had humongous like whoa like numbers because they're getting sometimes six to ten x ebita or getting 2x gross sales let me give you guys a quick example for a large company like a kellogg's or a
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
you know the huge brands that have massive distribution in the cereal space the beverage space etc it takes them on average 125 to 175 million dollars to really launch a brand 75 million to get it going 125 to 175 to make it big where it matters to them on the bottom line so they'd rather buy Cali water for 150 million or 300 million range to save them two years and 200 million dollars they'd rather give you 300 million dollars or whatever the number is to buy it to save themselves time and
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
they're not gambling on if people the consumers like their new drink that they spend time on any money in time and they spend 125 million for example to make a new drink for two years they're taking away from their core brand like coca-cola pepsi gatorade etc they would much rather buy your brand cali water for a couple hundred million dollars to save themselves time and they know that people already like it right and they've got the distribution risk is removed right and the day they buy you it's actually free here's why they give you hey oliver here's 300 million dollars for you and vanessa we everything's great your investors are happy
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Do you rent? Do you buy? Do you lease? There's so many questions that we don't know because in high school and in college, we just don't learn those things. And we weren't allowed to talk about the households. The reason this podcast has stayed top 10 for 95 out of the 99 weeks so far is because of you guys having these discussions.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
that day their stock goes up by two dollars a share and it actually goes up by like a billion you're free right right and they call up all their distributors like hey guess what guys you're gonna start drink taking this drink they take you from 90 million in sales to 500 million dollars in sales like this yeah just by pushing the button yeah like literally nothing yeah All right.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So let's go into, we talked a bit about the making money side and the beverage side.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
We talked a bit about the making money side and some of the business side. Let's talk about investing. You invested in Next Health, you've invested in multiple brands. Why do you enjoy investing into brands and what makes you say yes?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
All right, without further ado, I want to get a quick two-minute bio from Mr. Oliver Trevina, and then after that two-minute bio, we're going to get straight to the money.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So you're out in an event.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So I tell people I only invest in companies that I can help. Right. So if you do heart surgeries, God bless you. I can't help you do heart surgeries. You make sweaters with hearts on them. I'm your guy. Right. I can help you sell a million of those. And so I try to be very, very specific to it.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Even if something is appealing to me, if I don't know the industry and I can't help them, I don't want to be what's called dumb money. I don't want to just put in 25K, 100K, 500K, put a check in and not be able to help. Yeah. I want to be able to help. Yeah. And that's why I like food and beverage space and I like this category because I can help them get more famous.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
I can help them with connections, et cetera. But yeah, it's important what he was mentioning is that if you find something that you like or you find something that you trust, you need the founder to be what I call ride or die. I need a founder that they're at the convention and at 1120 p.m.,
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
the plumbing goes out and the water breaks and it's all over the booth and it's you know the booth is flooded he's gonna show up yeah or she's gonna show up at midnight to go fix it yeah and she's gonna be there he's gonna be there cleaning it if she had to not just be like oh I'll deal with in the morning yeah you can't have that you need someone to ride or die because no matter how good a business is or how good a brand is stuff's gonna happen headaches are gonna happen problems gonna happen lawsuits are gonna happen employees are gonna leave there's always gonna be frustration situations throughout the course of a business and you need an entrepreneur that's right or die yeah
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Tell us everything.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Oh, yeah. Oh, this is an awkward one.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
so let's say you're at an event and you meet an entrepreneur she's amazing she's got a company she's doing a couple million bucks in sales she's like Oliver I would love for you to invest in my company what are the things you want to see from that founder for you to actually say you know what I'm going to put 100k into this business
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Yeah.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So at the same event, you meet this really nice gentleman who's just raised a round of funding. He's got five million bucks for his first feature film. He wants you, Oliver, to be in his first feature film. What are the things you want to see from him to be able to say yes or no? I would actually put my name, likeness, and time to be in your movie.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
12 years.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
On the movie side, would you ever do a passion project? Like, Jeremy Piven is doing the performance. And the performance is, he's on tour right now with it because it is in line to hopefully get an Oscar, or at least a nomination for the Oscar. So he's very excited. But it's taken him years and years. We talk about it all the time. And I love his passion behind it.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
And I've now gone to multiple of his premieres before. But it's because it's about the Holocaust and about a tap dancer in the Holocaust. And he cares about the story. Yeah.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Right, no coffee, let's go.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
I feel like a tailwind of energy in our society. There's stock markets up, cryptocurrencies up, people are outside and wanting to go back in life and events are full. Like people want to be around each other. What would you say to someone going into 2025 of how they can decide what their passion is? Like, how can I call it tasting it?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Go try out movies, go try out film, go try music, go try making clothing, go try music, like whatever the things that you might think about. What did you say to people like they're trying to figure out what their next thing is? How do they find their passion?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Where can people find you on social media?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Any projects coming out in 2025? Any movies?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
appreciate you being here i know you're busy traveling around the planet with cali water you're filming for movies tv shows and all these things you're working on and luckily the dog is here with us fast asleep all right guys as you know with the money mondays it's very important to spread these messages with your friends family and followers it's important to talk about money it's important to have these discussions so if you can share like comment subscribe check out oliver trevina across social media and we'll see you guys next monday on themoneymondays.com
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So walk us through, in the acting world, someone that's wanting to make money in acting, what do they do to stand out? Because there are millions and millions of people that want to act or they think they can be an actor. What are the things they can do to stand out if they actually want to get that first acting gig?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So going into switching about producing and actually investing, financing some of these films, walk us through, how did you decide that was the time that I want to make the transition to actually be on the other side of the camera?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Ladies and gentlemen, welcome to the Money Mondays. This is going to be a very fun episode because we have our first dog being featured on the Money Mondays. But that is not the guest that I'm actually excited about. I'm just happy that he's here because it's super fun. He's yawning right now. I think I might be boring him. We are here in our RV motor home outside of the toy drive.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Right.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So you mentioned starting a company. Are you referring to Kaliwater? Yeah. So talk us through, you're busy, you're acting, you're in everywhere from Mississippi to Bulgaria and everywhere in between. Why decide to start this brand and tell us about the brand itself? Well, it was COVID.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
We're doing 10 cities in 16 days. This episode is either number 100 or one Oh one. So I'm very excited for this episode with our special guests because he's got so many different facets that we're going to talk about. everything from acting, investing, founding a company, and everything in between. So we have some fun stories.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So my former life, 2005, 2009, I had a beverage. I was in 55,000 stores, 43 distributors, and I drove and flew to every single distributor. Wow. And I literally would do what's called ride-alongs. So ride-along is where Oliver would go with Cali water or I would go with my drink.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
And literally it's like a Budweiser truck and jump in the semi truck and ride along to 24 locations for the day to help them want to sell our products. And here's why. Budweiser driver wants to sell Budweiser. He doesn't care about my drink or the water or the milk or the soda or anything else on that truck besides Budweiser because that's who pays him.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
And he just gets a little bit of bonus sometimes or nothing for selling my drink.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
And so we spend the time doing what's called ride-alongs where we literally go with them to the stores, make friends with them, give them $50, $100 Best Buy gift cards, get them excited to want to be part of our brand to choose from because Budweiser had a lot of other options just like Coors, Miller, Pepsi, my other distributors. On the retail side, here's the hard part.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
But as you guys know, this podcast ranges from 32 to 38 minutes for your listening pleasure because the average workout is 45 minutes. The average commute to work is 45 minutes. So we want to make sure that you guys listen to all of this. And we have a 93% listen-through rate because of that.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Let me walk you through the reality of why Oliver has been told by some people it's hard. Let's say you go to a household named like Albertson's or Ralph's or Vaughn's or Smith's, a big grocery store, and it's January 1st. And they actually say, yes, we'd like to buy Cali water. We'll take $1 million worth. Like, oh, that sounds cool.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
But now Oliver and his investors and friends have to come up with around $400,000 to make a million dollars worth of drinks. but they want to ship it on April 1st, so four months from now. So he's got to front the money, let's call it $400,000, and he's going to be shipping it four months from now on April 1st.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
April 1st comes, the trucks deliver, they put it into the stores, now the stores want them to do marketing and merchandising displays and pay for all that. and they're going to pay Oliver for Cali Water on net 60 terms, meaning 60 days from the date of delivery that Oliver shipped. So it's April 1st. He's going to get paid on June 1st. But I don't know if you guys have tried Cali Water.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
It's delightful. And so it sells well. So let's say it sells through at like a 22% or 18% sell-through rate. The chain store's like, whoa, we love Cali water, we want more. Oliver, we'll take $4 million for the next order. Sounds cool to Oliver, doesn't it?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
But wait, he needs to come up with around $1.6 million to $2 million to make those drinks, and he hasn't been paid for the first million dollars. That's not due until June 1st, and we're in May, and now he's got to float. Do you see where I'm going here? And so when your drink does well, you need to have millions of dollars to catch up to manufacture for the distribution and wait.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
And again, on that $4 million order that he spends around $1.62 million, he's going to have net 60 terms again coming up a few months from now. And the same thing happens. But what if Albertsons and Costco and Circle K and 7-Eleven all want his drinks at the same damn time?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So make sure episodes like this you share with your friends, family, and followers because we need people in our society all over the world to talk about money. We all grew up thinking it's rude to talk about it. I think it's ridiculous to not talk about it. It's real life to talk about. What do you do with taxes? How do you ask for a salary? What do you do for accounting? Do you get a loan?
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So I did that for 1999 and 2009. I had the same brand, but I had an energy drink from 2005, 2009. We were number seven out of the 900 drinks on the market. And it's difficult.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
you were right like all these people that said don't do a beverage why didn't i do a toilet paper company you know everyone's got to wipe their ass every day i should have done that that's why dude wipes is the second biggest brand in shark tank history oh i didn't even know that they only have one investor mark cuban and they never need to raise money again there you go There you go.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Let's go up against them.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
Yeah, it's good. Thank you. Appreciate it. It's important.
The Money Mondays
These Simple Investment Strategies Are All You Need w/ Oliver Trevena 💵 EP100
So over the last three years, I raised $56 million for food and beverage brands and consumer products. almost all was actually beverage brands and the reason for it is i would find brands that already had 29 000 stores 16 000 stores 4 500 stores 31 000 stores those are the actual numbers And so they had something I could pour gas in the fire. If someone was starting from scratch, I'm not in.