🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.
The Best One Yet20 Marras 2024

🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.

Google’s Chrome Browser is used by 61% of us… but now Google may be forced to split it off.

Jersey Mike’s sandwich chain was just acquired for $8B… but it’s really an education company.

The #1 non-tech stock of 2024? Walmart… It’s winning on rich families with six-figure incomes.

Plus, can a banana duct-taped to a wall sell for $1.5M?... The art market decides today (so take our Spotify poll).


$WMT $GOOG $BX


🧢 The TBOY holiday merch drop ends Thursday 11/21: Shop now @ www.tboypod.com/shop


🎙️ Check out the latest episode of our new weekly deepdive show The Best Idea Yet: The untold origin story of “Levi’s 501s… The World’s 1st Jeans” 👖Wondery.fm/TheBestIdeaYetLinks


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Jaksot(1572)

“Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.

“Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts.

Scotts Miracle-Gro is enjoying the pimp yo’ lawn life, but we’re more focused on its other green side hustle. Grubhub was supposed to be acquired by Uber, but now it’s ditching for a European lover. And not-quite-Unicorn-of-the-Day Wave snags $30M to make virtual concerts a thing you take seriously. 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.

11 Kesä 202015min

“Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.

“Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta.

While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world — it’s launching hotels. IBM is actually abandoning its entire facial recognition division on worries it could become a weapon of racial oppression. And put Millennials and Gen-Z aside for a sec — we just got data on what the little kids are watching (hint, we’re calling them Gen T now). 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.

10 Kesä 202014min

“Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech

“Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech

Thor Industries’ sales of Winnebagos over the last month show how vacations have changed. DocuSign is thriving in the corona-conomy, but we’re focused on how e-signatures are just the top of the fun funnel of its true business. And Wahed raised a fresh $25M to scale its shariah-compliant investing product, taking Islami-Fintech to 130 more countries. 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.

9 Kesä 202017min

“The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report.

“The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report.

Remember eBay? Shares just hit an all-time high, but we think we know how they can keep the mojo going. Germany’s support for electric cars like Volkwagen’s is showing what 21st century investment in infrastructure looks like. And the May Jobs Report pretty much shocked everyone who read it, so we jumped into the little black book of hiring/firing (congrats, dentists). 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.

8 Kesä 202016min

Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data.

Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data.

Don’t call it Zoom — ZoomInfo is the biggest tech IPO of 2020, so we’re looking at why it jumped 70% on its first day of trading. Nikola is trying to take on Tesla, but it’s really a cult stock right now. And American Airlines’ latest data encouraged investors big time, because they love forward-looking data. 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.

5 Kesä 202019min

“The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness.

“The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness.

The biggest IPO of 2020 is Warner Music, which just surged 20% on Day #1 of trading. Campbell Soup is thinking your corona-conomy soup-binging is (shockingly) here to stay post-virus. And AMC theaters used a moment of honesty to admit it actually may not survive unless movies come back fast. 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.

4 Kesä 202016min

“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.

“The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking.

Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker that’s completely redefining what “competition” means. The latest walkouts at Facebook reveal how unique the “Zuck-ocracy” governing style of the social network really is. And even though the travel industry is hit the hardest in the corona-conomy, Vacasa is our “Unicorn of the Day” for because it’s just the slightest bit different from Airbnb. $FB, $ADDYY, $TWTR 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.

3 Kesä 202019min

“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.

“Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem.

Turns out Kylie Jenner isn’t quite a billionaire — that messed with Coty Cosmetics stock, but reveals a powerful truth about public vs. private companies. Zynga just shockingly dropped $1.8B to make the biggest tech acquisition in Turkish history, so we’re looking at how Zynga saved itself in the past years. And Neou just raised money as the “Netflix of fitness,” but we’re thinking it needs a different model for the at-home workout megatrend world. 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.

2 Kesä 202016min

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