đ» âCorona's $900M wounded soldierâ â A canceled Mexico brewery. NYTâs pod acquisition. The economyâs âTwo Paths.â
Constellation Brands brews Corona lagers in Mexico, but its $1.4B investment in a new facility there now isnât happening, so the stock dropped 12%. Despite all its reporting right now, the New York Times took a break to acquire Audm â doubling its content in 1 move. And the US response to coronavirus is now facing a Robert Frost style âTwo Pathsâ moment: Officials may start weighing the economy vs. human lives. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
24 Maalis 202018min
đïž âWhatâs the refund policy on Airbnbâs IPO promise?â â Movie theaters get cut out. Airbnbâs host/guest hate. 5 âCorona-conomyâ trends are accelerating.
We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going direct-to-consumer with its latest movies, which questions the whole must-be-in-theaters-first-for-90-days thing. And Airbnb promised investors and employees it would IPO this year, but now itâs got to make a careful calculation as its bookings plummet: Side with guests or hosts? Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23 Maalis 202018min
đ âNetflix just got asked to chillâ â Netflixâs ad-free moment. Fordâs anti-treat-yo-self strategy. Uber surges 38%.
Even though ride-hailing has plummeted in the corona-conomy, Uberâs CEO announced the company has $10B of cash, food delivery, and some side hustle ideas. Media consumption is surging while you work from home, and Netflixâs business model may put it above its media rivals. Fordâs touching its $13B loan as part of an anti-treat-yo-self plan, but thatâs more of a problem for its bank. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
20 Maalis 202016min
âšïž âApple failed at somethingâ â Walmartâs record. Starbucks treats itself. Appleâs subtle product unveil.
While it looks like nearly every stock has fallen, Walmart shares just hit a record high â we repeat: Record high stock price during this crisis. Apple just issued a subtle press release for new products that basically admits 1 big failure. And Starbucks has a couple billion dollars in extra cash, so it decided to treat itself⊠to more stock⊠of itself. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19 Maalis 202020min
𧻠âToilet Paper hates your hoardingâ â Who wants to buy Lyft? $1 Trillion stimulus bill. TPâs front-loaded demand drama.
Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so weâre wondering who may buy it (the whole company). Toilet paper sales have surged for Kimberly Clark, but the front-loaded demand now may not help its future sales. And the latest update in the governmentâs COVID-19 response is a nearly $1 Trillion stimulus package that completes a policy trifecta. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18 Maalis 202019min
đŠ âGoogle would like your health data now, pleaseâ â Lulu, Nike, and Under Armourâs leadership. The Fedâs last bazooka. Googleâs COVID-19 moment.
To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday â but itâs already used up its major tools. To help people figure out testing for COVID-19, Googleâs deployed âProject Baselineâ, which is like Healthcare.gov but for disease screening. And private businesses are making âflattening the curveâ possible with pro-social distancing policies. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17 Maalis 202017min
#ïžâŁ âSlack â the not WFH stockâ â Ro goes full pharma. Market bulls & bears. Slackâs surprisingly weak WFH business.
Despite your work-from-home lifestyle right now, office IMâing service Slack announced a quarter that didnât live up to expectations, because work software habits take time. Direct-to-patient half-icorn Ro has a new strategy: Launch pharmacies so it can vertically integrate your healthcare experience. And with the sudden end of the bull market, weâre looking at the history and reality of market cycles in the USA. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16 Maalis 202017min
âïž âMidnight Blue Thursday (worst day since â87)â â The stimulus keg. LabCorpâs Baby Yoda moment. Direct-to-Consumer drama.
The worst day for markets since 1987âs Black Monday. Weâre looking at why the stimulus keg from the government didnât save stocks. Virus-testing company Lab Corp is now facing the moment itâs been waiting for (but itâs stock is still down). And Direct-to-Consumer startups and stocks have been having a different kind of moment, so weâre looking at Casper/Brandless/Harryâs/Outdoor Voiceâs CAC problem (âcustomer acquisition costâ). Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
13 Maalis 202018min
