
âRum and Coke, hold the Cokeâ â Pepsiâs liquor thirst. Bed Bath & reBound. Himsâ public prescription.
Pepsi is thinking about entering the alcohol biz â but thatâs way more complicated than fermentation. Telemedicine innovator was the 2nd fastest company ever to become a unicorn, but now itâs SPACing ...
2 Loka 202016min

âJon Snow wears wolf, Gen Z wears Gooseâ â Canada Gooseâs restaurant bump. Disneyâs firing paradox. Asana/Palantirâs Direct Listing Day.
Canada Goose shares jumped 8% yesterday because if youâre gonna eat out this winter, youâre going to bundle up in Goose. Disneyâs firing 28K workers, yet its stock keeps rising. And Happy Direct Listi...
1 Loka 202016min

âHoooooow convenientâ â Blackstoneâs climate/profit pledge. Stitch Fixâs unraveling. Beyond Meatâs Walmartification.
Stitch Fixâs personal styling biz was already slowing - now Amazonâs doing the same thing. Beyond Meat shares surged 9% because this deal with Walmart is way more than just a deal with Walmart. And Bl...
30 Syys 202016min

âThou art fit and properâ â Uberâs London trip. Rokuâs home theaterization. ShipBobâs anti-Amazon Alliance.
Uber stock jumped 3% on a ruling in London that we think begins Uberâs new era. Roku is thinking 6-months ahead about your entertainment needs, so itâs turning your streaming TV into a streaming movie...
29 Syys 202015min

âAmazonâs $250 aerial Rottweilerâ â Amazonâs home security drone. Vail Resortsâ snow report. Squareâs Cash App-titude.
Vail Resortsâ is fighting climate change long term, but could surprisingly thrive this COVID ski season. Squareâs stock jumped 12% last week because Cash Appâs network effects arenât getting enough lo...
28 Syys 202015min

âAir Force 1 is 38 years oldâ â Nikeâs sneaker moment. Spotifyâs Hollywood repackage. ChargePointâs electric shovel.
Shares of Nike popped 10% thanks to its retro sneakers, which are still the profit puppy. Spotify wants to repackage its podcast audio content into movies/TV. And ChargePoint plans to go public since ...
25 Syys 202017min

âElonâs 3 year hypeâ â Teslaâs un-Tesla Battery Day. GoodRXâs IPO prescription. General Millsâ innovation renovation.
Elon announced⊠big goals at Teslaâs Battery Day. And Teslaâs stock dropped because we didnât see the Elon we were expecting. GoodRX shares popped 53% on IPO day because itâs the expedia.com of prescr...
24 Syys 202018min

âWe already have a bunch of Quibisâ â Quibiâs (potential) sale. Amazon Zucks Peloton? Big Bank money laundering drama.
After raising nearly $2B to enter the Streaming Wars, Quibi may be the first victim of it. Echelon creates low-cost Peloton knockoffs. And it claims itâs partnered with Amazon to Zuck Peloton now. And...
23 Syys 202018min






















