🥥 “Coco FOMO” — Vita Coco’s 5x IPO. Garmin’s Y2K watch. Dell’s backyard battery dude. +James Bond WFH
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What is the main topic discussed in this episode?
This is Nick. This is Jack. It's Tuesday, T-Boy. Tuesday, August 4th. And today's pod is the best one yet. And this is a T-Boy. The top three pop business news stories you need to know today. Bestie, stocks be poppin' Monday as the president decided to not escalate the war in Iran and says negotiations are happening instead. The NASDAQ jumped 2% Monday, while the S&P 500 is now just 0.1% from an all-time high. Jack, can you whip out the whiteboard there for those of us keeping track over here? This is the eighth time the president has paused strikes to pursue a deal. Oh, we're going for the triple hat trick. Nine times is the charm. The triple hattie. Jack, three fantastic stories for the funnest place in finance.
What do we got on the T-Boy? For our first story, it's Vita Coco. The pure play coconut water company is up 500% since its IPO. From flirting to founding, we'll tell you how the Vita Coco team beat Coke and Pepsi. For our second story, every summer we set record heat waves, but there's a wild new solution that just raised a billion dollars. Dude, you're getting a Dell battery? No, kind of. Michael Dell's son will sell you a backyard battery the size of a bear for just 695 bucks. Yeah, dude, you're getting a Dell. And our third and final story. Notice that everyone in your run club is ditching their Apple Watch or Google Fitbit for a Garmin instead. Because Garmin went back to Y2K and shockingly, it's working.
But yetis, before we hit that wonderful mix of stories. Whoa, what a mix of stories. Love the mix today, Jack. Did you know that Nick has a unfinished collection of original James Bond books? Oh, it's never going to be finished. Get this. I've been collecting first edition, mint condition, James Bond books. I got five of the OG 14 right now, Jackson. The other nine are your bucket list. Yeah, they're beautiful. Because before it became a $10 billion movie franchise, James Bond was a book series. A book series with a beautiful cover written by Ian Fleming, a former British spy.
How did Vita Coco grow into a 5x post-IPO success story?
And every summer, Ian Fleming would fly to his house in Jamaica, which he called Goldeneye. And for 14 straight years, every year, Fleming wrote a brand new James Bond book. And for 14 straight years, every year, Fleming's Bond book became a bestseller. In fact, James Bond books are one of the great productivity streaks in business history, and we got to tell you about it. Because we just got a copy of Ian Fleming's daily routine. It is wild. What have we got on this, Jack? On days that he was in Jamaica, Ian Fleming would get up at 7.30 a.m. To bathe in the ocean, eat eggs, and sit in the garden watching birds, according to him. At 10 a.m., he would sit down and write 1,500 words without looking back.
12.15, snorkel, look for lobsters, and drink two pink gins with lunch. At 2.30, siesta. 4 p.m., swim. 5 p.m., write 500 more words. And then 7 p.m., dinner and scrabble with the wife and followed by a 10 p.m. bedtime. One of the most successful writers ever spent only four hours of the day writing. But 11 hours sleeping or napping, Jack. And the rest of the day swimming, reflecting, and drinking two gins. We'll have two more pink gins, please. But Nick, it's that leisure and resting time that made him so wildly efficient during those four hours of daily work. Ian Fleming could, as he put it, write without looking back. So to everyone remote working right now, you may not need five back-to-back-to-back Zoom calls.
To do your best work, you may just need a 2 p.m. snorkel. Or a 3 p.m. scrabble. It made millions for James Bond, Jack. Shaken and stirred. Again, where are the gins, Jack?
Let's hit our three storms. 15 years before this song, two boys from the Northeast met in a dorm. They had an idea to cause a cultural storm. It's the best one yet, but the best is the norm. Jack Nick, that's it. I don't even think they need to practice. 50%, that's a fat tip. T-Boy City on your at list. If you know, you know, cause we ready to go. We can't wait no more, so just start the show.
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Chapters
5 chapters
1
What is the main topic discussed in this episode?
0:00–1:51
2
How did Vita Coco grow into a 5x post-IPO success story?
1:51–13:13
3
What was Vita Coco's origin story and early market challenges?
13:13–18:59
4
Why did Coca‑Cola and Pepsi step away from coconut water?
18:59–21:47
5
How did Vita Coco turn recurring hype into sustainable growth?
21:47–21:54
Speakers
2 identifiedMore from The Best One Yet
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