
âDisney+ > Canadaâ â Beyond Meat democratizes itself. Pinterest is pre-commerce. Disneyâs just too big.
Disneyâs so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meatâs goods are so expensive, it just made a profit â but probably shouldnât have. And weâre looking...
7 Touko 202016min

âA stock surge recipeâ â Uber drops Limeâs valuation 79%. NBC vs. Streamingâs Achilles heel. Wayfairâs stay-at-home wins.
Uber splurges $170M into Lime â Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the indu...
6 Touko 202016min

âJ. Crew returns itselfâ â Quibiâs real life drama. Berkshire Hathawayâs 1st public mistake. J. Crewâs bankruptcy style.
Berkshire Hathawayâs annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. J. Crew became the 1st big national retail brand to file fo...
5 Touko 202019min

âCOVID-19 â an Act of Godâ â Amazon trades profits for PR. Victoriaâs Secretâs asterisk. Cloroxâs surprising surprise.
Amazon shares dropped 8% after CEO Jeff Bezos told the world heâs just not into profits right now. Victoriaâs Secret was supposed to be acquired by a private equity firm this week, and itâs all coming...
4 Touko 202018min

âElon goes full Kanyeâ â Teslaâs surprise profit/outburst. Microsoftâs Zoom killer. Figmaâs $2B app blueprints.
Teslaâs profit surprise got overshadowed by Elonâs anti-everything rant, so weâre comparing him to Zuck. Microsoftâs sales surprised investors, but we noticed its passive aggressive ripping on a new e...
1 Touko 202018min

âEveryday is the weekend for Spotifyâ â Boeingâs $7B cash burn. Streaming Trolls (our sequel). Spotifyâs earnings insights.
We listened in on Spotifyâs earnings â shares jumped 12% even though youâre not commuting and now love audio meditation. Boeingâs earnings update is a case study in how cash flow is a science, and cas...
30 Huhti 202018min

âThe anti-Amazon rebel allianceâ â Shopifyâs new shopping app. High Times, the weed chain. Trolls change movie math.
Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chai...
29 Huhti 202016min

âHey Instacart, change your whole biz modelâ â Nestleâs pet passion. VW goes back to work. Instacartâs 1st profit decision.
All your grocery delivery powered Instacartâs 450% growth, so weâve come up with a plan for their first profit. Volkswagen decided to reopen the worldâs biggest car factory, but itâs got a chicken/egg...
28 Huhti 202018min






















