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The ruthless email tutelage of Sun Tzu…

Warren Buffett achieved a 19.7% annualized return – during his 60-year career – compared to the S&P500’s “meagre” 10.5%.

Now 9% more may not sound like much, but consider this:

$100 invested in 1965 in the S&P?

You’d now have $45,500.

$100 invested in 1965 in Berkshire Hathaway?

$6.1 MILLION.

(With an M!)

So what gives? 

What is the philosophy behind the greatest investing run in the history of capitalism?

Well…

Buffett actually narrows it down to a four-point checklist:

(1) Invest in businesses he can understand.

(2) Make sure those businesses have some sort of durable competitive advantage.

(What he often refers to as a “moat”.)

(3) Be sure that the business is run by competent management.

(4) Be able to buy it at a price that makes sense.

I myself use this framework for my own investing practices.

And one of the things I find quite useful to determine point #2…

…is to ask myself this question from a customer POV:

Why should I choose your business/supplements versus any/every other competitive option available to me?

When I used this question on most supplement brands I came across?

I couldn’t answer that question.

Which means they have some big problems:

It usually means they’re getting customers only because of a cheaper and/or the cheapest price.

(They’ve been commoditized.)

Or – if they have a retail store – they’re getting them because of a convenient location.

Or they’re getting them simply because they happened to be the first the customer stumbled across.

This all leaves them very, very vulnerable to new competition.

Now you can get by like this – with having no competitive advantage/moat.

How?

Because this is one of the best industries in the world:

  • Roughly three-quarters of Americans already use supplements…
  • The median supplement user spends around $50 every month…
  • The global sport nutrition market was worth roughly $60 billion in 2025.

(And projected to almost double to more than $114 billion by 2034.)

If most supplement brands were operating in a more ruthless industry –e.g. airlines, automotives, restaurants?

We’d be seeing a lot of filings for Chapter 11 nearly every week.

So one of the reasons why I’m such a fervent advocate for email and establishing your inbox domination…

Is because email is a competitive advantage in and of itself.

Just take something I preach incessantly – emailing daily, what message does that send to your competitors?

(99% of which email only 1-5x per month.)

When they see you staying consistent day-in and day-out…

How can I compete with that guy?

That’s what they’ll say.

They’ll get intimidated & discouraged to even TRY.

The supreme art of war is to subdue the enemy without fighting.”

(Call me the email Sun Tzu from now on.)

Anyway,

That’s just one of the angles to dominate the inbox in this space.

You have 6 more waiting in my book.

So do with that info what you will at the end of the day.

[Part of this email’s content has been removed from this Email Echoes version of it.]

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