🧣 “New Taylor, who dis?” — T-Swift’s re-record album. Casper’s acquisition ghost. Shell’s royal split.
Taylor swift just took her music back in a way we (and the 3 big record labels) haven never seen before: The Great Do-Over of the Red Album. Casper Mattress was just acquired by a private equity firm,...
16 Marras 202118min
🧸 “Adorably rich bears” – Build-A-Bear’s 300% surge. Spotify’s ebook. Evergrande’s controlled implosion.
One of the best-performing stocks of 2021… is Build-A-Bear. Spotify just acquired an audiobook platform because the app wants you listening to 8-hours of Moby Dick. And we’re updating you on the Everg...
15 Marras 202118min
🦧 “The bored apes are yachting” — Beyond Meat’s not-that-into-you. Bored Ape’s NFT. Disney’s sports betting.
The newest trend in NFTs can be summed up by 4 words you’ve never seen together: Bored Ape Yacht Club. Beyond Meat stock fell 20% this week because (as Jennifer Aniston said best) ‘they’re just not th...
12 Marras 202119min
💍 “Engagement Rings for Men” — Tiffany’s pivot. DoorDash’s $8B empty calories. I******n.
Tiffany’s latest pivot to younger jewelry lovers: A Supreme streetwear collab… and engagement rings for men. DoorDash just made its biggest acquisition ever — $8B for we think empty calories. And infl...
11 Marras 202115min
🛻 “Stage 5 Clinger” – Rivian’s IPO truck. GE’s dethroning. Paytm’s Venmo vacuum.
The 1st ever mass-market electric pickup truck goes public today, but Rivian is a Stage 5 Clinger when it comes to Amazon. Paytm, the Venmo of India, is the biggest IPO in Indian history because it’s ...
10 Marras 202119min
🍿 “Profit Puppy Popcorn — Elon’s $20B giveaway. AMC’s popcorn pivot. Infrastructure’s $1.2T winner.
Elon just let you decide on Twitter what he should do with $21B… but stock in Tesla is stock in Elon. AMC reported earnings, but we’re more focused on its 1st new business line: Popcorn Stores (real, ...
9 Marras 202118min
🚴♀️ “Pulled a hammy” – Planet Fitness vs. Peloton. A $130 trillion superhero.
You may have invested in Peloton thinking it was a trend — but last week’s earnings report suggests it might be a fad (and the stock is down 50% since). And the COP26 climate summit may have a surpris...
8 Marras 202113min
🙏 “FaithTech” — Hallow’s $40M prayer. Kroger’s crazy plan. Big chicken’s vax win.
Hallow just raised money for its Catholic prayer app, but it’s got 1 big trend going for it and 1 trend totally going against it. Kroger’s classic grocery store has a crazy plan to expand to Florida… ...
5 Marras 202117min
