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Neil Freiman

๐Ÿ‘ค Speaker
4515 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

I won the pre-show hopscotch competition, so I get to go first.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

And my Stock of the Week is clear because when chaos reigns at airports, clear is the beneficiary.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Shares in the company have jumped more than 60% over the last month and are up 13% this week alone as more travelers buy memberships to avoid dystopian security lines at TSA checkpoints.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

For more than 40 days now, the Department of Homeland Security has not been funded, leading TSA agents to call out of work because they're not being paid.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

This airport mayhem has been a huge windfall for Clear's aviation business, which whisks travelers through security using biometric scans, a service it offers for more than $200 per year.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Since the beginning of March, passengers have downloaded the Clear app 289,000 times, triple the number from a year ago, according to the Wall Street Journal.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Not a few of them are signing up for Clear on the spot in the terminal, anxious that they'll miss their flight if they continue to languish in the standard line.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

While Clear's airport service still brings in most of the company's revenue,

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Investors are also excited by Clear's expansion into new areas, like its ID verification platform for businesses that brought in record bookings last quarter.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

It's also making a big push into healthcare, striking a couple of deals with health companies to streamline patient check-ins.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Toby, Clear's pitch is indeed crystal clear.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Pay us and you'll wait less.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

And it's pretty compelling in this age of long lines everywhere.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Yeah, and they're not the only company that's doing well during these chaotic times at airports.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Rental car companies are absolutely crushing it right now.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Hertz stock rose 8.6% on Thursday.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

Avis had its biggest one-day gain since June, up 17%.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

So people are turning to rental cars instead of wanting to wait in line at these airports.

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

It looks like, I do have some good news, it looks like this national nightmare might be coming to an end and perhaps this clear stock rally...

Morning Brew Daily
Congress Wants to Ban Prediction Markets & Clear Scores from TSA Chaos

As well, overnight, Senate Republicans, Democrats agreed to fund most of the Department of Homeland Security, including TSA.