The Best One Yet

“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...

“How the money pipes work” — A stock brokerage’s plumbing. Levi’s kills slim-fit. WeWork’s ReWork.

01 Feb 2021

Contributed by Lukas

We’re jumping into the pipes deep within the financial system: Breaking down the plumbing on why brokerages broke down last week. Levi’s is killin...

“More change in 1 year than 50” — r/wallstreetbets’ day 3. GM’s Netflixification. Facebook’s awkward Apple.

29 Jan 2021

Contributed by Lukas

We don’t usually cover a story 3 days in a row, but this is different: We’re looking at how r/wallstreetbets made the industry uncomfortable. Gene...

“You too, Tootsie?” — Tootsie Roll’s cyberbulling. Apple’s TBOY. Starbucks’ reimagining.

28 Jan 2021

Contributed by Lukas

Fresh after cyberbulling (not cyberbullying) powered up GameStop’s stock, we’re looking at its moves on Tootsie Roll and AMC. Apple didn’t just ...

“It’s Cyber-bulling (not Cyber-bullying)” — Beyond Meat’s soda friend. Reddit’s stock pop. Johnson & Johnson’s tortoise vax.

27 Jan 2021

Contributed by Lukas

Beyond Meat surged 20% on word it’s partnering up with Pepsi. Reddit’s driving Gamestop, BlackBerry, and Bed Bath & Beyond stocks through “Cyber...

“You, me, some guy, and Oprah” – Clubhouse hits $1B. Latch’s public key. WWE’s micro-stream fail.

26 Jan 2021

Contributed by Lukas

Clubhouse has become the only unicorn you can’t see, only hear. Latch is going public to open your door (literally), but the money is in the softwar...

“Disrupt the gas station” — Instacart’s pivot. Amazon Prime vaccine. EVgo’s gas makeover.

25 Jan 2021

Contributed by Lukas

We saw a headline about Instacart over the weekend, but we rewrote a completely new one for them instead. To solve the vaccine crisis, we need Amazon ...

“Feels like a Cult Stock” — Plug Power’s pop. Chobani’s ready-to-drank. Traveler’s chill mode.

22 Jan 2021

Contributed by Lukas

Plug Power’s stock has surged 300% in 3 months, so we’re jumping in Snack Style. Chobani yogurt is ditching diary for the biggest 3 words in bever...

“A student debt bailout” — Netflix’s profit pawn. Birkenstock’s $5B comfort. 44M Americans.

21 Jan 2021

Contributed by Lukas

Netflix stock just enjoyed its biggest jump in 5 years because content is king and profit is a pawn. Birkenstock may get acquired for $5B because comf...

“Every kiss begins with Jared’s” — Signet Jewelers’ Benchmark Brand. Goldman’s humble-brag. Impossible’s big hire.

20 Jan 2021

Contributed by Lukas

The world’s biggest diamond seller tells us everything we need to know about jewelry on Earth right now. Big Bank Goldman Sachs just made a major hu...

“She made the first IPO move” — Bumble’s IPO filing. Spotify’s car thing. Biden’s $1.9 Trillion energy shot.

19 Jan 2021

Contributed by Lukas

Bumble’s New Year’s resolution was to go public, so we just jumped into its IPO paperwork. Spotify’s “Car Thing” is the secret gadget to kno...

“GameStop isn’t Blockbuster” — GameStop’s 100% week. Poshmark’s IPO outfit. Computer chips’ wild moment.

15 Jan 2021

Contributed by Lukas

Poshmark pulled off the double-double IPO, but we don’t think it’s really an ecommerce company. GameStop’s stock (say 5 times fast) surged 100% ...

“The power is in the plumbing” — Visa cancels Plaid. GM Teslafies itself. KB Homes’ backlog secret.

14 Jan 2021

Contributed by Lukas

General Motors just did its best impression of Tesla (and it was good enough to pop the stock to an all-time high). We noticed 3 lines in KB Homes’ ...

“NFL + Nickelodeon + Slime'' — Zoom’s zWork. Viacom’s secret weapon. Walmart’s freaky fridge.

13 Jan 2021

Contributed by Lukas

CBS just introduced the NFL and Nickelodeon for the perfect marriage of convenience. After surging 600%, Zoom’s stock has lost almost half its value...

“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.

12 Jan 2021

Contributed by Lukas

We’re facing a milestone in the shift to ecommerce: Ecommerce companies don’t want your returns anymore (just keep the socks). After a quick death...

“Lick or Treat & Dogs-giving” — BarkBox’s $1.6B SPAC. Budweiser’s spiked lemonade. Social Media’s automation.

11 Jan 2021

Contributed by Lukas

BarkBox goes public with a $1.6B SPAC because your dog can, in fact, suffer from subscripturation. Budweiser just launched a spiked lemonade, but it r...

“FOMOcoin” — Bitcoin’s FOMO-mentum. Bath & Body Works’ zen profit. Roblox’s tween stock.

08 Jan 2021

Contributed by Lukas

Bitcoin doesn’t usually give us a reason for doing what it’s doing, but we’re breaking down its surge to $40K (spoiler: FOMO). Victoria’s Secr...

“Can we interest ya in a timeshare?” — Wyndham’s $100M mag. Electric Cars’ milestone moment. Georgia’s stock impact.

07 Jan 2021

Contributed by Lukas

We just saw 5 big updates from across the world that reveal 1 thing: Electric cars are having a global milestone moment. Wyndham Destinations dominate...

“World Fried Chicken War II” — Shake Shack’s unveil. Twitter’s pod-cquisition. Alibaba’s disappearing CEO.

06 Jan 2021

Contributed by Lukas

Twitter just bought a podcast company — we think it could solve the #1 problem in podcasting. Shake Shack lost The Great Fried Chicken War of 2019, ...

“Got 99 problems, but payments ain’t 1” — Square’s Jay-Z desire. GE’s Obi-Wan Kenobi product. Discovery’s SharkWeek+.

05 Jan 2021

Contributed by Lukas

Word that Jack Dorsey’s Square is talking to Jay-Z about acquiring Tidal isn’t the most shocking thing we’ve ever heard, now that we’ve digest...

1st pod back: Our 3 big biz wishes for 2021

04 Jan 2021

Contributed by Lukas

In our first pod of the year, we’re going digestible bold: Our 3 big business predictions for 2021… (it’s good to be back). DoorDash should acqu...

BONUS: “Year in Review” — The 3 biggest trends of 2020

28 Dec 2020

Contributed by Lukas

Snacks Digested: We whipped up the 3 top trends from the last year. Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYork Want a shoutou...

BONUS: “Best of 2020 Album” — Our 3 favorite stories from the worst year yet.

21 Dec 2020

Contributed by Lukas

A special podcast: We whipped up ours and your 3 favorite stories from the last year. Got a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewY...

“To milk dip or not to milk dip” — Oreos’ secret squad. Map app madness. Stocking stimulus.

18 Dec 2020

Contributed by Lukas

We’re looking at the strategy behind Oreos’ double-stuffed Lady Gaga Halloween limited edition Oreo. Amazon whipped up a new map app that says mor...

“Zuck Team 6” — Facebook’s copycat team. Earth’s biggest (new) cannabis. StockX’s $2.8B sneaker.

17 Dec 2020

Contributed by Lukas

Cannabis legends Tilray and Aphria are combining into the world’s largest pot company, but the real story is what they’re brewing. “Unicorn of t...

“Planet Fitness bleeds its own blood” — Kate Spade’s opposite day. Blade’s heli-SPAC. Planet Fitness’ trick.

16 Dec 2020

Contributed by Lukas

Kate Spade and Coach shouldn’t be selling more handbags during a pandemic… yet they’re more profitable than ever. Planet Fitness whipped up an a...

“Instagram for your ears” — Zynga’s audio Words. FireEye’s hack-tastrophe. Apple’s creativity crusher.

15 Dec 2020

Contributed by Lukas

After years of making mobile games for your phone, Zynga’s partnering up with Google Home for a completely new concept: Audio-only games. FireEye is...

“The (New) Roaring 2020s” — Disney’s Shmovies. Restoration Hardware’s Gatsby earnings. Pfizer’s vaccine payday.

14 Dec 2020

Contributed by Lukas

Happy Vaccine Day, Snackers… The first US vaccines shots could hit this afternoon, so we’re looking at Pfizer’s $19B payday. Restoration Hardwar...

“2 stock Double Doubles” — DoorDash & Airbnb’s IPOs. Starbucks’ Return of the Routine. AT&T’s $66B mistake.

11 Dec 2020

Contributed by Lukas

The 2 biggest IPOs of the last 2 years highlight 3 reasons we’re seeing so many companies go public right now. Starbucks’ Investor Day presentatio...

“The Un-zuckening” — Facebook’s InstaExit. McD’s toy drama. Quantumscape’s 40-year invention.

10 Dec 2020

Contributed by Lukas

McDonald’s is facing its biggest fight of the year, and it’s because of… Happy Meals. Quantumscape’s stock jumped because it’s a patent pupp...

“Jack Daniel’s trilogies” — Brown-Forman’s blockbuster strategy. Stitch Fix’s 40% pop. Uber’s self-drive ditch.

09 Dec 2020

Contributed by Lukas

Liquor legend Brown-Forman is borrowing a movie strategy for its top-shelf-ification of Jack Daniel’s. Stitch Fix stock surged 40% because it’s pu...

“Did you just double-dip that chip?” — Spotify’s little secret. David’s Bridal’s dress pivot. Cheesecake Factory’s fib.

08 Dec 2020

Contributed by Lukas

Weddings are off, but David’s Bridal emerged from bankruptcy because weddings haven’t changed. We’ve got our 1st publicly-traded company charged...

“WOOF or MEOW?” — Petco’s IPO. Nestle’s 2050 food fantasy. November’s Jobs Report.

07 Dec 2020

Contributed by Lukas

Hey Chewy, turns out Petco is going public and it’s got its own profit puppy. Nestle just whipped up a 2050 plan to make zero greenhouse emissions…...

“They Macchiato’d a sugarplum” — Dunkin’s experiential thing. Microsoft’s eSports binge. Boeing’s stunt marketing.

04 Dec 2020

Contributed by Lukas

Dunkin’ whipped up a color-changing drink and it’s the opposite of every other food chain’s strategy right now. Microsoft just acquired an ecosy...

“And the winner of the Slack-quisition is...” — Citibank’s unicorn hunt. Nasdaq goes woke. Slack’s $28B trophy.

03 Dec 2020

Contributed by Lukas

Forget savings accounts — Citibank’s venture capital arm deserves your attention. Nasdaq whipped up a game changing new rule that requires your bo...

“BlackBerry’s back, alright” — BB’s 30% stock u-turn. Sephora’s Inception retail. Zoom’s shrinkage.

02 Dec 2020

Contributed by Lukas

Instead of hibernating, BlackBerry’s turned from smartphones to smart cars… and its stock just shot up 30% on an Amazon partnership. Sephora heard...

“I will protect this Peloton” — Under Armour’s shoe deal. Kustomer’s Facebook love. S&P Global’s $44B splurge.

01 Dec 2020

Contributed by Lukas

Probably because they watched that Michael Jordan documentary, Under Armour is launching a Steph Curry shoe brand (but we’ve got a long-term solutio...

“Black Friday is dead (Cyber Monday too)” — The Great Pricing Reset. Slack’s slack-quisition. Pinterest’s secret school.

30 Nov 2020

Contributed by Lukas

We’re gonna call it as we see it: Black Friday is dead, long live Cyber Daily. Pinterest is secretly working on a new project that we think is the f...

“Pop collars, pop stocks” — Abercrombie’s dirty secret. The Dow’s thirty-thow. Toast’s $8B steak knife.

25 Nov 2020

Contributed by Lukas

Just in time for our last pod of the holiday week, the Dow hit 30K on word of a new Treasury Secretary’s signature. We jumped into Abercrombie & Fit...

“Needed more Lizzo juice” — Snapchat launches TikTok+. Reebok’s $4B fail. Warner Music’s muted money.

24 Nov 2020

Contributed by Lukas

In the biggest social media launch of 2020, Snapchat zucked TikTok… but kicked things up nine notches (you’re not a viewer, you’re a voter). Adi...

“Canal Street of the Internet” — Wish’s public desire. A Wonder Woman Christmas. Affirm’s overdependent IPO.

23 Nov 2020

Contributed by Lukas

Circle the calendar (again) for December 25th: It’s the new Streaming-palooza, courtesy of Wonder Woman and HBO. Wish is IPO’ing because Amazon do...

"1 app to rule them all" — Google zucks Venmo. TJ Maxx's final treasure hunt. GM's in-car-surance.

20 Nov 2020

Contributed by Lukas

Google’s new finance app is straight up Venmo, with all privacy perks you expect from Google. TJ Maxx is 100% focused on the treasure hunt experienc...

“We’re in a Baby Bust” — P&G’s diaper problem. Tesla joins the club. Duolingo translates $2.4B.

19 Nov 2020

Contributed by Lukas

When a pandemic means making fewer babies, Procter & Gamble has to adjust its diaper strategy (spoiler: fancy dipes). Tesla stock popped 20% this week...

“The stock ticker should be KEYS” — Airbnb’s IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.

18 Nov 2020

Contributed by Lukas

We jumped into Airbnb’s IPO paperwork Snacks Style… and they finally told us who their favorite child is. Candy legend Mars just bought Kind Bar b...

“We did a 5th thing...” — Casper’s 14% nightmare. Southwest’s frugal-ness. Asia’s epic trade deal.

17 Nov 2020

Contributed by Lukas

Casper’s 14% stock drop reveals a self-inflicted weakness that’s been hidden for years. Southwest Airlines stock rose 2% because it’s pulling th...

“Dip, dodge, dive, duck, Doordash” — DoorDash’s IPO. Disney’s stock defiance. Google’s unlimited strategy.

16 Nov 2020

Contributed by Lukas

We ordered some noodles and jumped into DoorDash’s fresh IPO paperwork… but there’s one problem that they mentioned 649 times. DisneyLand shut d...

“TSA for Adele” — Live Nation’s 2021 strategy. Sonos’ niche need. Ford’s subscripturation.

13 Nov 2020

Contributed by Lukas

Live Nation’s sales plummeted 95%, so it’s already got a plan for your summer 2021 concert game. Sonos’ latest product unveil has us thinking th...

“Lyft is worth only 1 Lyft” — Apple’s horizontal dominance. Hopin’s $125M. Lyft’s non-moment.

12 Nov 2020

Contributed by Lukas

We’ve been thinking it for weeks, but now that Lyft’s reported earnings we’re just gonna say it: Lyft hasn’t done anything this year. Apple’...

“Crazy in love (on a bike)” — Beyonce’s Peloton deal. Spotify’s podcast puberty. Ulta Beauty’s Inception retail.

11 Nov 2020

Contributed by Lukas

Peloton snagged a deal with Beyonce because Peloton is not in the industry you think it’s in. Spotify’s latest $235M acquisition is its most impor...

“Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.

10 Nov 2020

Contributed by Lukas

Markets surged on word that Pfizer’s latest vaccine is over 90% effective… but that means stock winners and some stock losers (sorry, Zoom). Just ...

“It’s Christmas for Candy” — Hershey’s 6% jump. Marriott’s profit surprise. Amazon zucks Airbnb.

09 Nov 2020

Contributed by Lukas

Our favorite earnings report of the fall: The first post-Halloween candy earnings from Hershey. The entire travel industry is suffering right now… a...

“More election stock movers” — Tinder’s 6% pop. Nintendo’s Apple strategy. What else jumped/fell post-election.

06 Nov 2020

Contributed by Lukas

It wasn’t just cannabis, sports betting, and Big Tech making moves after the election… we’ve got 2 more stock sectors shaking now. Match Group’...

“How the election affected stocks” — The post-election surge. Uber/Lyft’s Prop 22 win. A liquor legend’s moment.

05 Nov 2020

Contributed by Lukas

We got you covered: Big Tech, gambling, and cannabis are the stocks making post-election moves. Uber and Lyft shares surged after winning the most exp...

“Earth’s biggest IPO is MIA” — Ant’s $310B ghosting. Reef’s $700M parking lot. The Right to Repair in Massachusetts.

04 Nov 2020

Contributed by Lukas

Ant Financial is the biggest finance company on the planet that was ready for the biggest IPO on earth… until the Chinese Government got involved. R...

“Crocs won 2020” — Crocs’ 400% gain. Nestle’s $1B meal(kit). Exxon’s slow burn.

03 Nov 2020

Contributed by Lukas

First of all, have you voted yet? No? Stop the show (we’ll wait)... Nestle just dropped $1B to buy Freshly because it’s a learn-cquisition. Crocs ...

“The stocks on the ballot” - Presidential stock impact. Pinterest dudes. Spotify & Netflix’s price-punch.

02 Nov 2020

Contributed by Lukas

We’re breaking down the stocks most affected by a potential Biden presidency and a potential Trump second term (now go vote). Pinterest shares poppe...

“The Barking Bundle” — Chewy’s tele-vets. Amazon wins Techageddon. The final pre-election GDP report.

30 Oct 2020

Contributed by Lukas

Did ya feel that? Amazon, Apple, Google, and Facebook just announced earnings at the same exact time on the same exact day. Amazon was the Techageddon...

“Tap tap tapppp it in (for $2B)” — Callaway’s Topgolf splurge. Tupperware’s 2,000% pop. First Solar’s puberty phase.

29 Oct 2020

Contributed by Lukas

Topgolf was just acquired by Callaway for $2B because the Lazertag of golf is the future of golf. Back in March, Tupperware’s stock was trading at $...

“Harley-Davidson’s done with Millennials” — HOG’s 22% surge. Postmates does everything. 3M’s 55K products.

28 Oct 2020

Contributed by Lukas

Harley’s stock popped 22%, but we think its new business strategy is a short term sugar high. Post-It creator 3M has sold 1.4B facemasks this year, ...

“$9B for 2 pumps of hazelnut” — Dunkin’s acquisition offer. James Bond learns from live sports. Big Banks squeeze you.

27 Oct 2020

Contributed by Lukas

Dunkin’s stock jumped 16% on word it could go private… and we’re extremely skeptical of the deal. MGM is reportedly open to selling off James Bo...

“Barbie looooves Zoom” — Mattel’s anti-screen bump. L’Oreal’s athleisure skincare. Redfin’s real estate future.

26 Oct 2020

Contributed by Lukas

Shares of Mattel surged 12% because iPad is out, Barbie is in. L’Oreal sales rebounded as it’s inspired by what Budweiser’s doing. And Redfin’...

“Gone in 60 Quibis” — Streaming Wars’ victim #1. Venmo’s $13K Bitcoin. Goldman’s $5B Malaysia trip.

23 Oct 2020

Contributed by Lukas

Just a few Quibis after launching, billion-dollar streaming startup Quibi is shutting down — we’ve got the autopsy. Bitcoin popped to $13K for the...

“First ever Charge Chugger” — GM’s eHummer. Snap’s lucky quarter. Netflix’s inflexion point.

22 Oct 2020

Contributed by Lukas

General Motors has taken the most unsustainable car every — the Hummer — and made it electric. Snap’s stock surged 28% because in-between moment...

“GO O GL E” — Break it up? SpaceX’s other cloud. P&G’s 15-year best.

21 Oct 2020

Contributed by Lukas

The Justice Department just slammed Google with the biggest antitrust monopoly case since the ‘90s. Elon Musk’s SpaceX nails a new partnership wit...

“Pivot to puppies” — The Dodo’s pet insurance. Halliburton’s oil shovel. Walmart app-ifies its aisles.

20 Oct 2020

Contributed by Lukas

Partially-owned by publicly-traded Discovery Inc, The Dodo is known for adorable 3-minute cat videos — but now it’s launching pet insurance. Energ...

“$140M to Airbnb that Mercedes” — Getaround’s mega-round. FuboTV’s IPO. Amazon’s (Anti) Prime Day.

19 Oct 2020

Contributed by Lukas

Getaround snags $140M in fresh funding to Piggyback Pop off Airbnb… but for your car. Fubo just IPO’d so we’re looking at the littlest streamer ...