The Best One Yet

🍹 “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 earnin...

☕ “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 cu...

🌍 “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 on...

👵 “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 l...

🐕 “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 jok...

🍼 “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 d...

👶 “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 the...

🏂 “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, ...

💎 “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 transact...

✅ “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 mos...

👯‍♂️👯‍♂️ “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 it...

🇬🇧 “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 eve...

🤑 “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. Newspap...

👑 “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 Ga...

🧟 “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’...

🍝 “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...

🌮 “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,...

🎮 “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....

“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. Zoo...

“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 allowa...

“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...

“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 mind...

“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 wh...

“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 ma...

“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 ...

“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 plumm...

“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 ...

“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 ...

“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 socia...

“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 a...

“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 h...

“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 stoc...

“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...

“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 o...

“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 the...

“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 s...

“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 Servi...

“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’...

“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 surge...

“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…...

“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...

“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...

“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)...

“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. F...

“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...

“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 whol...

“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 ...

“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 get...

“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...

“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’...

“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. ...

“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 Dri...

“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 gettin...

“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 b...

“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/wa...

“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 m...

“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, BlackBe...

“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...

“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 ins...

“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 ...

“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....

“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 righ...

“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. Spoti...

“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. ...

“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 ...

“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 6...

“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 ...

“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. B...

“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 it...

“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 glob...

“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. Shak...

“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...

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...

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 @Robin...

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 SnackFac...

“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 O...

“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 rea...

“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 pr...

“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 co...

“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 look...

“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 publi...

“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. Quantums...

“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’...

“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. W...

“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 ...

“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 st...

“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...

“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 s...

“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 Cur...

“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 secret...

“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 Secreta...

“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 notc...

“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 ...

"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 M...

“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 (spoil...

“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 ...

“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. Southwes...

“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 proble...

“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....

“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 i...

Activity Overview

🍹 “Pandemic Pool Party” — Tesla’s big problem. PoolCorp’s pool stock. UiPath’s mindlessness IPO.

☕ “The $7B Peloton of Lattes” — Nestle’s barista moment. Kentucky Derby’s stock. Southwest’s DNA.

🌍 “Bitcoin becoming a gas guzzler” — Domino’s self-driving calzone. Netflix’s video games. Crypto vs Climate.

👵 “The eldest company we’ve ever covered” — Apple’s Starburst event. Natty Light’s popsicle plan. Husqvarna’s robo-mower.

🐕 “Much Doge Day” — Dogecoin’s 4/20 holiday. Manchester United’s super league. Peloton’s danger warning.

🍼 “It’s all about Diapers” — Honest Co’s baby IPO. Bezos’ final shareholder letter. Big bank cocktails.

👶 “1 week Baby Break begins… today”

🏂 “Coinbase just got 3 feet of fresh pow” — Coinbase’s 9X. Creator Inc. RPM’s dividend club.

💎 “She went to Jared’s” — Rocksbox’s Zoom bling. China’s digital currency. Booking’s awkward quote.

✅ “Master Plan (done)” — Tesla’s new competition. Dick’s House of Sports. Chief Woke Officer 2.0.

👯‍♂️👯‍♂️ “Zuckings everywhere” — Coursera’s IPO lesson. Microsoft’s Iron Man deal. Clubhouse’s zuck-tastrophe.

🇬🇧 “Less Hermione, more Ron” — Deliveroo’s stock drop. Apple’s record label move. Walgreens’ profit puppy.

🤑 “Wait, there’s no Bitcoin emoji?” — PayPal’s brunch test. The Athletic’s Axios crush. Big Wind’s new world.

👑 “Where’s the Dothraki roller coaster?” — HBO’s Game of Missing Thrones. JetBlue’s platform problem. 1 whale crushed stocks.

🧟 “The Shaq SPAC” — WeWork’s ReRise. ThredUP’s IPO outfit. Nike’s China erasure.

🍝 “We spat out our marinara” — Olive Garden’s record high. Pacaso’s (Millennial) 2nd home. Suez Canal’s big number.

🌮 “i’m at taco bell, what do you want” — Taco Bell’s iPhone architecture. Fanatics’ $13B jersey. Intel’s Captain America mojo.

🎮 “Ready Gamer One” — GameStop’s earnings. GoPuff’s $9B bodega. Hipster antitrust.

“Goldman’s burn book” — Railroad’s $27B velocity. Zoom’s ZaaS. Goldman’s kingmaker revolt.

“Football kills cable” — Five Below’s allowance $$$. NFL’s Amazon deal. Garmin’s Millennial GPS.

“Dude, where's my wine suitcase” — Sony’s VR dance. Williams-Sonoma’s generations. Peloton’s influencer army

“Mango is #1 in fruit” — Mission Produce’s fragmentation. Squarespace’s $10B website. Uber’s UK “workers”.

“Call me if the range anxiety doesn’t subside in 7-10 days” — VW’s delegation. GoPro’s un-wearables. Tax-apalooza 2021.

“Breathe in the Stoxygen” — Stripe’s $95B. Tinder’s background check. Airline’s crystal ball.

“We made the 1st ever podcast NFT” — LEGO goes norm-core. Netflix ends password sharing. Coupang out-Primes Prime.

“Risk life, deserve Twizzler” — Adidas jumps on Peloton. AMC gets rich. Johnson & Johnson is Batman.

“The NBA cancelled and Tom Hanks got COVID” — Corona-conomy’s 1-year. Roblox goes public. Elf Beauty’s burrito lipstick.

“Ohhhh, the macrame” — Kayak’s hotel leap. Amazon’s Alabama situation. Carbon Capture’s guilt economy.

“If you could sell stock of The Crown” — AT&T’s alleged cheating. Discord’s maverick. Gatorade’s tech thingie.

“A $1M JPEG file” — NFT’s pre-mainstream moment. Nasdaq’s “correction” latte. Amazon’s 2nd profit puppy.

“Jay Z & Jack” - Tidal sold to Square. The She-cession. Carrier’s air-conditioned stock.

“Popped collars of TikTok” — Abercrombie’s influencers. Oscar’s bull case. Google’s burned cookies.

“Some dance to remember, some dance to forget” — Square’s Hotel California. One Medical’s line-cutting. Target’s optionality.

“Warren Buffett hates oat milk” — Oatly’s beyond playbook. Berkshire’s loss letter. Waste Management’s pure-play trash.

“It’s a dirty saucy secret” – Domino’s confession. DraftKings’ $500M splurge. Carvana’s wild stat.

“Ice cream & 🐸” — GameStop’s 200% re-pop. Airbnb’s first earnings. The economy of missing things.

“If LaCroix cans went public” — Snap’s maps. USPS’ coin toss. Ardagh’s double-trend wave.

“The Godzilla of $$$” — La-Z-Boy’s upholstery. The RealReal’s surprise. Why tech stocks dropped.

“The 5th Beatle” — Spotify’s Sgt. Pepper’s moment. Goodyear buys a spare. LinkedIn gigifies lawyers.

“1 drink to rule them all” – Boston Beer’s pure-play seltzer. Theragun’s marketing kill. Walmart don’t care.

“Sephora doesn’t have 40 shades” — Facebook’s no news down under. Sephora’s Fenty Effect. Nestle’s cat cappuccinos.

“Just rub some Cheetos on it” — SpaceX’s space wifi. Applebee’s influencer kitchen. Texas’ emergency stocks.

“The greatest deal that never happened” — Pinterest’s rejection. Universal’s secret profit puppy. Goldman’s $1K club.

“FantaZillowing” — Zillow’s dating app. Fluor’s nuclear (stock) option. Disney’s athleticism+.

“Bumble pulls an Oprah” — Bumble’s IPO. Clubhouse’s Black community. Archer’s flying robo-taxi.

“UNO...the card game…the movie” — Mattel’s 25 schmoovies. Twitter’s DIY blitz. GM’s $2B mistake.

“r/Reddit$6Billion” — DoorDash’s robot salad. Hawk/Dove stimulus. Reddit valuation doubling.

“1 Bitcoin = 1 Model Y” — Elon’s crypto-for-cars. Hershey’s s’mores surge. Target’s $1B yoga pants.

“Canada Goose + Yeti + Resto Hardware" — The Goose’s strategic uniform. Snapchat’s augmented everything. 23andMe’s DNA SPAC.

“The 1st pureplay Super Bowl stock” — Apple’s iCar. Wingstop’s stock pop. End of the S.U.M.O.

“Married or your money back” — Match’s dating lab. Scotts Miracle-Gro’s cannabis. Harley-Davidson’s ride-leisurewear.

“Amazon’s 2nd puberty” — Bezos quits. Uber’s $1.1B Drizly drank. Why GameStop stock halted.

“How ya like dem Apples?” — Short-selling’s Matt Damon moment. Nintendo’s 13-year record. Nike’s artful Zucking.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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