The Best One Yet
Episodes
🍯 “Date-friendly food” — Bumble’s 1st restaurant. Trane’s air conditioners. Gympass’ $2B workout.
01 Jul 2021
Contributed by Lukas
Bumble is opening up its very first restaurant (not a typo) in New York. With an epic heatwave, we’re looking at air conditioner icon Trane Technolo...
🍭 “No more candy eCigs” — Juul’s $40M settlement. United’s more legroom. Foxconn’s 8th wonder.
30 Jun 2021
Contributed by Lukas
Juul is paying up $40M for its role in the teen vaping epidemic. United Airlines just made the biggest airplane order in a decade. And Foxconn was sup...
🤑 “I Venmo’d Venmo” — Venmo’s hook-em-book-em. Facebook’s platinum pegasus. Honda’s awkward alliance.
29 Jun 2021
Contributed by Lukas
Venmo’s been so free for so long. But that may change with its new hook-em-then-book-em strategy. Facebook hit a platinum pegasus $1 trillion valuat...
🐩 “Chewy’s Shiba-Doodle purebred” — Chewy’s pet adoption. Peacock’s Hamilton moment. Infrastructure’s 2 un-compromises.
28 Jun 2021
Contributed by Lukas
Chewy has a plan to turn you into its profit puppy: Pet adoption. In an unprecedented moment in Olympic history, NBC’s Peacock will be streaming the...
🐐 “37 best sneaker listicles ever” — BuzzFeed’s SPAC. Goat’s $3.7B fundraise. 6 Big Tech bills.
25 Jun 2021
Contributed by Lukas
After 15 years, BuzzFeed is going public because it’s the Charles Darwin of media. Sneakerhead marketplace Goat hit a $3.7B valuation since sneakers...
💎 “Insta-Pot Diamonds” — Pandora’s lab jewelry. Winnebago’s record record. Microsoft’s $2T platinum pegasus.
24 Jun 2021
Contributed by Lukas
Already the world’s biggest jeweler, Pandora will never sell another real diamond again… only lab-grown ones. Winnebago is living its best life, s...
🔥 “Profile pics are dead” — Tinder’s vid game. Airlines’ great pilot panic. Blackstone’s $6B house party.
23 Jun 2021
Contributed by Lukas
Match just splurged $2B on video tech to make your Hot Vaxx Summer dates feel like a game. Airlines are facing such a pilot shortage that you’ll pro...
🏠 “Home-lennials” — Costco’s Kirkland secret. Bitcoin’s pureplay miner. WeWork’s trophy.
22 Jun 2021
Contributed by Lukas
Everyone’s talking about Amazon Prime Day, but we’re focused on Costco (new target: Home-lennials). Bitcoin fell below $33K on a mining problem, b...
⚽ “ManU isn’t an exotic puma pet” — Manchester United’s fan brand. Jack In The Box’s influencer restaurant. The 2021 SPAC-down.
21 Jun 2021
Contributed by Lukas
Manchester United just survived another quarter with no fans, but its brand equity is its fan loyalty. Jack In The Box, Uber, and a TikTok singer just...
👼 “Keep the Victoria, bury the Secret” — Victoria’s Secret’s soccer moves. Spotify’s soft power. The Reparation economy.
18 Jun 2021
Contributed by Lukas
Victoria’s Secret just traded Tyra Banks for a pro soccer player to pull off the greatest brand turnaround in history. Spotify just launched its liv...
💊 “The iDoctor will see you now” — Apple’s health mojo. Waymo’s $2.5B map. Deutsche’s profit ship.
17 Jun 2021
Contributed by Lukas
We just got an update on Apple’s secret “Project Casper”: Apple Doctors. A random ship has become Deutsche Bank’s most profitable investment o...
👜 “A $6 handbag beat Amazon” — Shein’s real-time fashion. Yelp’s restaurant recon. Sinclair’s $23 sports+.
16 Jun 2021
Contributed by Lukas
The most-downloaded fashion app is now Shein, and it’s created a new behavior: Real-Time Fashion. Yelp whipped up data on how you’re dining, but i...
🔥 “I told ya so” — Lordstown’s mirage. Dave & Buster’s decay curve. US vs China econ winner.
15 Jun 2021
Contributed by Lukas
Lordstown Motors was supposed to be the hero of electric cars, but it looks like it wasn’t even real. Dave & Buster’s is hoping a limited time mar...
🛒 “I bought it at Netflix” — Netflix’s store. Tesla’s ultra-luxury car. DiDi’s $100B IPO.
14 Jun 2021
Contributed by Lukas
Netflix just launched its 1st ever store, which we’re calling the path to Disney-fication. Tesla unveiled a $144K car because ultra-luxury helps you...
👻 “My boss is a hologram Jedi ghost” — Chipotle’s brisket effect. WeWork’s hologram-ification. Klarna’s TikTok credit card.
11 Jun 2021
Contributed by Lukas
WeWork, Google, and Microsoft are all investing in the Second Coming of Zoom: Holograms. Chipotle’s jacking up prices on your burrito bowl, but doin...
⛷️ “Ski guac is extra” — Vail Resorts’ “Epic” trick. Bitcoin’s El citizenship. Elon’s $0 tax.
10 Jun 2021
Contributed by Lukas
Bitcoin’s price popped 10% Wednesday because it just became legal tender of El Salvador. Ski legend Vail Resorts dropped the price of its Epic Pass ...
🥰 “FaceTime for all” — Fastly’s mess-up. Bitcoin’s last straw. Apple’s FaceTime hero.
09 Jun 2021
Contributed by Lukas
Did your internet go down yesterday? It probably did, and the company to blame was Fastly… yet its stock jumped 11%. Apple’s major conference has ...
🧑 🚀 “No mooch for you” — The G7 ending tax havens. Marriott Vacations’ boomers. Biogen’s birthday cake.
08 Jun 2021
Contributed by Lukas
The G7 nations are ending the epic corporate tax loopholes, but there’s a finance yin to every business yang. Marriott Vacations (different company ...
🖼️ “Mirror, mirror, doing pushups'' — Lululemon’s Mirror. United’s supersonic. Jokr’s super delivery.
07 Jun 2021
Contributed by Lukas
Investors didn’t care about Lululemon’s clothes... They focused on Lululemon’s Mirrors. United Airlines is re-introducing supersonic jets becaus...
🍽️ “Chef Elon’s Tesla Cafe” — Tesla’s eating club. Twitter’s $3 subscription. Snappy’s $70M gifts.
04 Jun 2021
Contributed by Lukas
Funny little thing just got filed with the US Patent Office: A trademark by Tesla… for a restaurant (we’re calling it “Charge Club”). Twitter ...
🦍 “Free popcorn for the people” — AMC’s gorilla pivot. Etsy’s $1.6B wardrobe. Big Meat’s cyberattack.
03 Jun 2021
Contributed by Lukas
Shares of AMC surged so much yesterday, they had to be halted by the New York Stock Exchange. 4 times. And then AMC’s CEO did something we’ve neve...
🍩 “CBDonuts” — Krispy Kreme’s IPO. Cannabis’ Either/Or. Lyft’s Millennial inflation.
02 Jun 2021
Contributed by Lukas
Krispy Kreme just had its best year ever, so it’s IPOin’g with “Hot Light Theaters” and “glaze waterfalls” (their beautiful words, not our...
🤩 “Too Hot To Selfie” — Poparazzi’s #1 summer app. Urban Outfitters’ discount death spiral. Biden’s blue collar $6T.
01 Jun 2021
Contributed by Lukas
Poparazzi has risen to #1 in Apple’s App Store after just 1 week of existence — but is it a Snapchat or an HQ Trivia? Urban Outfitters may have su...
💗 “Dislike of the Like” — Insta’s Like button. Gap’s Walmart sleepover. Royal Caribbean’s test cruise.
28 May 2021
Contributed by Lukas
In our last pod before the 3-day weekend (back at it on Tuesday), Facebook is giving you the option to disable the like. The Gap is moving in with Wal...
👨🎤 “The BTS Boy Band Strategy” — McD’s adult happy meal. Exxon’s cinderella. MGM’s Primification.
27 May 2021
Contributed by Lukas
McDonald’s just launched its BTS boy band collaboration with a digital strategy that’s never been tried in food before: Golden Repackaging. Exxon ...
🍒 “Sustainocoin” — Chia’s green Bitcoin. NYT + Athletic = Super App. Bowery’s $2.3B kale.
26 May 2021
Contributed by Lukas
Some PFWTM say The New York Times is in talks to acquire The Athletic, but we think it’s pulling a George Costanza and whipping up a news super app....
🚀 “Does Fiji Water freeze in space?” — Virgin Galactic’s 28% surge. Modern Fertility’s stickiness. App Store vs. Fortnite.
25 May 2021
Contributed by Lukas
Virgin Galactic shares jumped after the space company’s successful test flight. Modern Fertility was acquired by Ro because FemTech could foster a 2...
😎 “DTF: Down to Fail” — Snapchat’s 4th spectacles. IHOP’s flip. Super’s $50M plumber.
24 May 2021
Contributed by Lukas
Snap just whipped up its 4th ever augmented reality glasses, but it isn’t a viable product (and that’s perfectly okay). IHOP whipped up a new vers...
🐄 “Wow wow no cow” — Oatly’s $10B IPO. Ralph Lauren’s
21 May 2021
Contributed by Lukas
Oat milk pioneer Oatly popped 19% on its 1st day of trading, but it said something we’ve never heard in an IPO. Ralph Lauren is 81, but his company ...
🪑 “Crypto’s 3-legged stool” — Bitcoin’s rough week. Home Depot’s home-vesting. Google’s algo-money.
20 May 2021
Contributed by Lukas
Bitcoin plummeted to $30K before recovering, and it can all be explained by a single piece of furniture. Home Depot just threw up insane House Hype nu...
🧁 “Delivery for Expats” — MGM’s $9B Amazon plot twist. Ford’s electric F-150. Goldbelly’s food-raise.
19 May 2021
Contributed by Lukas
MGM Studios might get acquired for $9B… by Amazon (James Bond would work for Bezos). Ford’s F-150 truck is the iPhone of cars and the most success...
🍿 “Game of Fixed-Up Thrones” — AT&T’s media retreat. Equinox’s tribrid. Corporate mask-fusion.
18 May 2021
Contributed by Lukas
AT&T’s $150B experiment in media is over, now that it’s spinning off GoT to Shark Week. Equinox’s fancy gyms could become Equinox fancy stock…...
🥶 “Call us Cooli Vuitton” — Yeti’s luggage. Airbnb’s life moment. The Wage Wars experiment.
17 May 2021
Contributed by Lukas
Shares of Yeti Coolers have quintupled in the last year, but now it’s coming for your Away suitcase. Airbnb just revealed that it knows your life mo...
🐝 “Hot Vax Summer” — Bumble’s friend zone. Bitcoin’s Hummer of crypto. Hertz’s 50% comeback.
14 May 2021
Contributed by Lukas
Bumble’s first ever earnings report reveals it’s pivoting from finding you true love to finding you a friend. Bitcoin plummeted 15% because Elon’...
🎈 “1 balloon bouquet, please” — Bird’s e-scooter SPAC. Party City’s helium hype. SoftBank’s record *profit.
13 May 2021
Contributed by Lukas
Party City knows you didn’t love Becky’s Zoom baby shower, so it’s betting the future on balloons (literally, Balloon Bouquets). Bird tossed off...
💰 “TeenCrypto or KidCoin?” — Roblox’s robux. Macy’s makeover. The Great Chicken Shortage.
12 May 2021
Contributed by Lukas
Roblox jumped 21% because kids want Robux for their birthday. Macy’s was so close to bankruptcy it should be nursing itself back to health, but inst...
🎸 “Mom, you take the James Taylor ticket” — Live Nation’s slingshot. Darkside’s hacking Inc. Blind’s gossip app.
11 May 2021
Contributed by Lukas
Concert legend Live Nation has become a slingshot stock with a new calling: Make concerts make money like sports. Darkside is the cyberhacking ransomw...
🧟 “Quibi’s ResurRoku” — Papa John’s epicness. Roku’s little dongle. Oura’s power ring.
10 May 2021
Contributed by Lukas
Wondering what happened to Quibi? Roku bought ‘em... and now the little dongle that could is in 54M homes. Papa John’s just defied every carby exp...
🍪 “Someone stole the recipe” — Uber’s shortage. Honest’s stock birth. Moderna’s recipe.
07 May 2021
Contributed by Lukas
If you thought your 1st Uber ride in a year felt more expensive… it was (Uber’s $20B in quarterly bookings were its best ever). Honest Co jumped 4...
🧳 “An Escalade fits 60 Away suitcases” — iRobot’s makeover. Suburban’s biz class. FB’s non-decision on Trump.
06 May 2021
Contributed by Lukas
We have 2 ideas for how iRobot can make itself over, because its Roomba vacuum isn’t living its best life. The Cadillac Escalade borrowed a strategy...
🌜 “Ethereum goes Dogecoin on Bitcoin” — Ferrari’s hidden profit puppy. Ether’s $3K. Pfizer’s First & Fancy.
05 May 2021
Contributed by Lukas
Ferrari doesn’t want to dilute its brand, so it whipped up a (literally) hidden profit puppy. Bitcoin’s dropping, Dogecoin’s surging, but Ethere...
💄 “Dewy is the new cakey” — Estée Lauder’s hero creme. Yahoo got dumped. Fortnite’s fight club.
04 May 2021
Contributed by Lukas
We noticed a funny thing about Estée Lauder’s cosmetics earnings: It’s not a makeup company anymore. Yahoo and AOL just got dumped by Verizon for...
🍄 “Initial Psychedelics Offering'' — McDonald’s fried chicken spies. Sony’s arms dealing. MindMed’s magic mushroom moment
03 May 2021
Contributed by Lukas
LSD and magic mushrooms are now publicly traded because MindMed’s psychedelics found a trend. Sony’s whipping up Playstations to become the arms d...
🤩 “Vinny’s Entourage goes public” — Ari Gold’s IPO. Amazon’s Gretzky moment. Biden’s new 40-year cycle.
30 Apr 2021
Contributed by Lukas
The inspiration for Ari Gold just took his entertainment-everything company Endeavor public and it was… entertaining. Amazon whipped up its best qua...
📺 “YouTube > Netflix” — Crocs’ secret hero. YouTube’s 1st earnings. Apple vs Facebook.
29 Apr 2021
Contributed by Lukas
Facebook and Apple both delivered stick-it-up-on-the-fridge record quarters… but 1 single quote reveals who has the advantage. Crocs stock surged 25...
🌵 “Pinterest’s Q1 is a fake succulent” — Apple vs. Spotify (paid pods). Pin’s 3 dirty words. Polaris’ bachelor party stock.
28 Apr 2021
Contributed by Lukas
Pinterest crushed 2020, but investors just crushed the stock because it looked like a fake succulent (good from far, far from good). Apple and Spotify...
🐶 “The 1st ever dog-walk stock” — Rover is SPACing. Willow’s $82M breast pump. Exxon Mobil’s Blockbuster Video alarm.
27 Apr 2021
Contributed by Lukas
The Uber for dog-walking is going public, but Rover has pulled off something no other platform app ever has. Willow just snagged $82M for a breast pum...
🍹 “Pandemic Pool Party” — Tesla’s big problem. PoolCorp’s pool stock. UiPath’s mindlessness IPO.
26 Apr 2021
Contributed by Lukas
Wall Street’s having a pandemic pool party and PoolCorp’s stock is hosting. Tesla reports earnings today, but we think the real situation is some ...
☕ “The $7B Peloton of Lattes” — Nestle’s barista moment. Kentucky Derby’s stock. Southwest’s DNA.
23 Apr 2021
Contributed by Lukas
Nestle just pulled off its best quarter in a decade because 1 coffee habit is worth 3 Hot Pockets customers. Churchill Downs is focused on the May 1st...
🌍 “Bitcoin becoming a gas guzzler” — Domino’s self-driving calzone. Netflix’s video games. Crypto vs Climate.
22 Apr 2021
Contributed by Lukas
If you’re in Houston right now, you may see a self-driving pizza go by (Domino’s just whipped one up... and Chipotle and Walmart want in). Netflix...
👵 “The eldest company we’ve ever covered” — Apple’s Starburst event. Natty Light’s popsicle plan. Husqvarna’s robo-mower.
21 Apr 2021
Contributed by Lukas
Apple’s big spring event was all about purple iPhones, fancy podcasts, and 1 new gadget to never lose any of them. Budweiser’s Natty Light launchi...
🐕 “Much Doge Day” — Dogecoin’s 4/20 holiday. Manchester United’s super league. Peloton’s danger warning.
20 Apr 2021
Contributed by Lukas
Dogecoin has surged over 8,000% in 2021 to become the 4th biggest crypto… just in time for its joke unofficial holiday (much happy). ManU and its bu...
🍼 “It’s all about Diapers” — Honest Co’s baby IPO. Bezos’ final shareholder letter. Big bank cocktails.
19 Apr 2021
Contributed by Lukas
Jessica Alba’s side-hustle from Hollywood is to take her Honest Company public, but it all comes down to diaper (cakes). Jeff Bezos released his ver...
👶 “1 week Baby Break begins… today”
09 Apr 2021
Contributed by Lukas
Our last pod until Monday, April 19th — Jack just dashed to the hospital with his wife to have their awesome new baby. We’ll be back on the mics i...
🏂 “Coinbase just got 3 feet of fresh pow” — Coinbase’s 9X. Creator Inc. RPM’s dividend club.
08 Apr 2021
Contributed by Lukas
Coinbase dropped some fresh numbers that are so heavy, it got us thinking about blizzards. Patreon, Cameo, and Substack all hit new unicorn valuations...
💎 “She went to Jared’s” — Rocksbox’s Zoom bling. China’s digital currency. Booking’s awkward quote.
07 Apr 2021
Contributed by Lukas
Jewelry legend Signet just acquired Rocksbox because it can turn 1 diamond into an infinite transaction. The Booking CEO just dropped a quote that’s...
✅ “Master Plan (done)” — Tesla’s new competition. Dick’s House of Sports. Chief Woke Officer 2.0.
06 Apr 2021
Contributed by Lukas
Tesla just delivered more cars in the last quarter than it ever has — but it produced 0 of its most expensive ones. Georgia’s voting law situation...
👯♂️👯♂️ “Zuckings everywhere” — Coursera’s IPO lesson. Microsoft’s Iron Man deal. Clubhouse’s zuck-tastrophe.
05 Apr 2021
Contributed by Lukas
EdTech icon Coursera jumped 25% after going public, but we noticed 1 word mysteriously missing in its IPO paperwork. Microsoft just snagged a $22B aug...
🇬🇧 “Less Hermione, more Ron” — Deliveroo’s stock drop. Apple’s record label move. Walgreens’ profit puppy.
01 Apr 2021
Contributed by Lukas
So are vaccines a profit puppy? Walgreens’ stock just jumped 4% because vaccines are the first ever twin profit puppy. Apple just whipped out its ch...
🤑 “Wait, there’s no Bitcoin emoji?” — PayPal’s brunch test. The Athletic’s Axios crush. Big Wind’s new world.
31 Mar 2021
Contributed by Lukas
You can buy that latte with Bitcoin today after PayPal just did its mainstream crypto dance. Newspaper disruptors The Athletic and Axios have a crush ...
👑 “Where’s the Dothraki roller coaster?” — HBO’s Game of Missing Thrones. JetBlue’s platform problem. 1 whale crushed stocks.
30 Mar 2021
Contributed by Lukas
If your stocks fell on Friday, there my be 1 person to blame (but seriously). HBO Max snagged the Game of Thrones creator for a multi-year-multi-milli...
🧟 “The Shaq SPAC” — WeWork’s ReRise. ThredUP’s IPO outfit. Nike’s China erasure.
29 Mar 2021
Contributed by Lukas
A year and a half after its IPO died, WeWork is going public (with help from Shaq), but we think it’s a VC bailout. ThredUP jumps 43% at its IPO whi...
🍝 “We spat out our marinara” — Olive Garden’s record high. Pacaso’s (Millennial) 2nd home. Suez Canal’s big number.
26 Mar 2021
Contributed by Lukas
Olive Garden’s owner is at a record high, but there’s more lasagna layers to the numbers. Pacaso just became the fastest ever US company to become...
🌮 “i’m at taco bell, what do you want” — Taco Bell’s iPhone architecture. Fanatics’ $13B jersey. Intel’s Captain America mojo.
25 Mar 2021
Contributed by Lukas
The newest store concept from Taco Bell is so innovative, they had to buy a tech startup and hire 1,000 bellhops. Intel’s splurging $20B to get its ...
🎮 “Ready Gamer One” — GameStop’s earnings. GoPuff’s $9B bodega. Hipster antitrust.
24 Mar 2021
Contributed by Lukas
For the 1st time since January’s GameStop stock pop, we actually got GameStop’s earnings report. GoPuff hits a $9B valuation for bringing the bode...
“Goldman’s burn book” — Railroad’s $27B velocity. Zoom’s ZaaS. Goldman’s kingmaker revolt.
23 Mar 2021
Contributed by Lukas
Straight outta an 1872 headline, we got ourselves the most important day for railroads in years. Zoom’s answer to post-Covid? Un-brand itself — it...
“Football kills cable” — Five Below’s allowance $$$. NFL’s Amazon deal. Garmin’s Millennial GPS.
22 Mar 2021
Contributed by Lukas
The winningest chain of the last year may be teen legend Five Below because it’s focused on allowance money, not stimulus money. The NFL’s latest ...
“Dude, where's my wine suitcase” — Sony’s VR dance. Williams-Sonoma’s generations. Peloton’s influencer army
19 Mar 2021
Contributed by Lukas
Williams-Sonoma’s stock popped 18% because it doesn’t care about your style, it cares about your age. Sony’s new Playstation whips up the most i...
“Mango is #1 in fruit” — Mission Produce’s fragmentation. Squarespace’s $10B website. Uber’s UK “workers”.
18 Mar 2021
Contributed by Lukas
Avocado icon Mission Produce jumps into the mango game because “commodities only exist in the minds of the inept.” Squarespace hits a $10B valuati...
“Call me if the range anxiety doesn’t subside in 7-10 days” — VW’s delegation. GoPro’s un-wearables. Tax-apalooza 2021.
17 Mar 2021
Contributed by Lukas
Stimulus bill? Check. Vaccines? Coming. Now comes the biggest tax hike in 30 years. Volkwagen has whipped several remedies for range anxiety. And GoPr...
“Breathe in the Stoxygen” — Stripe’s $95B. Tinder’s background check. Airline’s crystal ball.
16 Mar 2021
Contributed by Lukas
America’s biggest startup just got bigger, sucking up all the stoxygen in the room. Tinder just made its 1st ever investment in a non-profit so you ...
“We made the 1st ever podcast NFT” — LEGO goes norm-core. Netflix ends password sharing. Coupang out-Primes Prime.
15 Mar 2021
Contributed by Lukas
LEGO is winning the toy world by going hardddd into normcore. Netflix is testing tech that prevents you form using someone else’s password. And the ...
“Risk life, deserve Twizzler” — Adidas jumps on Peloton. AMC gets rich. Johnson & Johnson is Batman.
12 Mar 2021
Contributed by Lukas
Turns out Adidas wants to be like Nike (and it’s also getting a Peloton). AMC’s sales have plummeted 90%, but it found $300M in cash under its sea...
“The NBA cancelled and Tom Hanks got COVID” — Corona-conomy’s 1-year. Roblox goes public. Elf Beauty’s burrito lipstick.
11 Mar 2021
Contributed by Lukas
It’s official. We’re 1 year into the corona-conomy, so we whipped up the most important numbers from it. Roblox just went public... and 3 out of 4...
“Ohhhh, the macrame” — Kayak’s hotel leap. Amazon’s Alabama situation. Carbon Capture’s guilt economy.
10 Mar 2021
Contributed by Lukas
Booking owns a bunch of travel apps, including Kayak, is jumping off the internet to launch its own physical hotel… but we think they got the idea f...
“If you could sell stock of The Crown” — AT&T’s alleged cheating. Discord’s maverick. Gatorade’s tech thingie.
09 Mar 2021
Contributed by Lukas
The social media app du jour Discord hit a $7B valuation for doing the opposite of every other social media company. Pepsi’s Gatorade just made an u...
“A $1M JPEG file” — NFT’s pre-mainstream moment. Nasdaq’s “correction” latte. Amazon’s 2nd profit puppy.
08 Mar 2021
Contributed by Lukas
Non-Fungible Tokens (NFTs) are having their moment. People are buying JPEGs or video files… that anyone can watch online. The Nasdaq’s midday plum...
“Jay Z & Jack” - Tidal sold to Square. The She-cession. Carrier’s air-conditioned stock.
05 Mar 2021
Contributed by Lukas
We told you in January that the most shocking deal of 2021 might happen… and now Jay-Z’s Tidal has been acquired by Jack Dorsey’s Square. We’r...
“Popped collars of TikTok” — Abercrombie’s influencers. Oscar’s bull case. Google’s burned cookies.
04 Mar 2021
Contributed by Lukas
Abercrombie isn’t the company you think it is anymore (it’s a D’Amelio). Oscar Health’s stock dropped on its IPO day despite the freelancifica...
“Some dance to remember, some dance to forget” — Square’s Hotel California. One Medical’s line-cutting. Target’s optionality.
03 Mar 2021
Contributed by Lukas
We’ve simply never seen numbers like what Target just served up. We’ve also got our 1st big case of a potential vaccine line cutter, dropping One ...
“Warren Buffett hates oat milk” — Oatly’s beyond playbook. Berkshire’s loss letter. Waste Management’s pure-play trash.
02 Mar 2021
Contributed by Lukas
Legendary investor Warren Buffett’s legendary Investor Letter shows he lost last year. Oatly’s oat milk is going nationwide in Starbucks before it...
“It’s a dirty saucy secret” – Domino’s confession. DraftKings’ $500M splurge. Carvana’s wild stat.
01 Mar 2021
Contributed by Lukas
DraftKings reveals it’s dropped a whopping $500M in marketing to remind you to sports-bet with them. Carvana does online used sales — helps that u...
“Ice cream & 🐸” — GameStop’s 200% re-pop. Airbnb’s first earnings. The economy of missing things.
26 Feb 2021
Contributed by Lukas
An ice cream tweet, a frog emoji, and a CFO.... We’re jumping in SnacksStyle to why GameStop’s stock just tripled in 24 hours. Airbnb whipped up i...
“If LaCroix cans went public” — Snap’s maps. USPS’ coin toss. Ardagh’s double-trend wave.
25 Feb 2021
Contributed by Lukas
Snapchat’s stock is at an all-time high, but the real story here is Snap Maps. The US Postal Service played kingmaker with 2 stocks. And fresh off o...
“The Godzilla of $$$” — La-Z-Boy’s upholstery. The RealReal’s surprise. Why tech stocks dropped.
24 Feb 2021
Contributed by Lukas
We noticed 2 numbers in La-Z-Boy’s earnings that may signal the end of House Hype. The RealReal’s online fancy consignment may actually prefer sel...
“The 5th Beatle” — Spotify’s Sgt. Pepper’s moment. Goodyear buys a spare. LinkedIn gigifies lawyers.
23 Feb 2021
Contributed by Lukas
Spotify’s 1st investor event reminds us more of an album than a product launch. Cooper Tires surged 29% in the most important day for Ohio companies...
“1 drink to rule them all” – Boston Beer’s pure-play seltzer. Theragun’s marketing kill. Walmart don’t care.
22 Feb 2021
Contributed by Lukas
While nearly every other beer stock has fallen in the last year, Boston Beer shares nearly tripled… so we jumped in SnacksStyle. Theragun just added...
“Sephora doesn’t have 40 shades” — Facebook’s no news down under. Sephora’s Fenty Effect. Nestle’s cat cappuccinos.
19 Feb 2021
Contributed by Lukas
The biggest food company on Earth, Nestle teaches the power of the Zillennial pivot. Sephora fell to #3 in US Beauty sales partly because it ignored R...
“Just rub some Cheetos on it” — SpaceX’s space wifi. Applebee’s influencer kitchen. Texas’ emergency stocks.
18 Feb 2021
Contributed by Lukas
Elon Musk’s SpaceX is reportedly worth $74B, but it’s not about rockets… it’s about Starlink internet wifi. Applebee’s is launching a virtua...
“The greatest deal that never happened” — Pinterest’s rejection. Universal’s secret profit puppy. Goldman’s $1K club.
17 Feb 2021
Contributed by Lukas
It’s the greatest deal of the year… that never happened: Apparently Microsoft tried (and failed) to acquire Pinterest (so we’ve got a plan for t...
“FantaZillowing” — Zillow’s dating app. Fluor’s nuclear (stock) option. Disney’s athleticism+.
16 Feb 2021
Contributed by Lukas
Zillow owns so much of the homebuying relationship, we think you should compare it to Match Group. Fluor knows nuclear plants are ridiculously expensi...
“Bumble pulls an Oprah” — Bumble’s IPO. Clubhouse’s Black community. Archer’s flying robo-taxi.
12 Feb 2021
Contributed by Lukas
Women-first dating app Bumble pulled off the double-double IPO before Valentine’s Day (but don’t call it a dating app). Clubhouse gets Kanye on-bo...
“UNO...the card game…the movie” — Mattel’s 25 schmoovies. Twitter’s DIY blitz. GM’s $2B mistake.
11 Feb 2021
Contributed by Lukas
Barbie just enjoyed her best sales quarter in 6 years… Now Mattel is going full Disney with a whole new strategy. Twitter announced earnings, but we...
“r/Reddit$6Billion” — DoorDash’s robot salad. Hawk/Dove stimulus. Reddit valuation doubling.
10 Feb 2021
Contributed by Lukas
Fresh after a 5-second Super Bowl ad, Reddit doubles its valuation to $6B. DoorDash just acquired a sushi and salad-making robot because it hates huma...
“1 Bitcoin = 1 Model Y” — Elon’s crypto-for-cars. Hershey’s s’mores surge. Target’s $1B yoga pants.
09 Feb 2021
Contributed by Lukas
Elon wants to trade cryptocurrency for Teslas, popping Bitcoin’s price above $45K. Hershey’s gets some investor love before Valentine’s Day than...
“Canada Goose + Yeti + Resto Hardware" — The Goose’s strategic uniform. Snapchat’s augmented everything. 23andMe’s DNA SPAC.
08 Feb 2021
Contributed by Lukas
Canada Goose shares surged because it had been forgotten by Wall Street. Snapchat collects less data on you than every other social media… because i...
“The 1st pureplay Super Bowl stock” — Apple’s iCar. Wingstop’s stock pop. End of the S.U.M.O.
05 Feb 2021
Contributed by Lukas
Apple and Kia just took their biggest steps yet to make iCar a thing: It’s not a First Mover, it’s a Second Shaker. Wingstop’s stock popped beca...
“Married or your money back” — Match’s dating lab. Scotts Miracle-Gro’s cannabis. Harley-Davidson’s ride-leisurewear.
04 Feb 2021
Contributed by Lukas
Match’s experiments with Tinder in Japan reveal the dating legend’s true competitive advantage. And Scotts Miracle-Gro’s stock doubled because i...
“Amazon’s 2nd puberty” — Bezos quits. Uber’s $1.1B Drizly drank. Why GameStop stock halted.
03 Feb 2021
Contributed by Lukas
Jeff Bezos is stepping down as Amazon CEO because of 1 word: “yawn.” Uber splurges $1.1B for Drizly’s booze delivery because there’s an alcoho...
“How ya like dem Apples?” — Short-selling’s Matt Damon moment. Nintendo’s 13-year record. Nike’s artful Zucking.
02 Feb 2021
Contributed by Lukas
WallStreetBets just used American Airlines stock to get back at shorting hedge funds (we’re getting Good Will Hunting vibes). Ninendo enjoyed its be...