
âChipotle is an internet-first burrito factoryâ â Netflixâs hoarding strategy. AT&Tâs triple-whammy. Chipotleâs eLeadership.
Netflixâs corona-conomy subscriber surge wasnât a surprise â what shocked us was how much (and whether it can last). AT&Tâs earnings report confirms our Snacks takeaway from a month ago: Itâs facing a...
23 Huhti 202018min

âPlant-based sleepover at Starbucks Chinaâ â Beyond Meat and Oatly head to China. Local Newsâ 2 options to survive. DuPontâs diversification pivot.
Beyond Meat and Oatly oat milk wanted to hang out in China, so theyâre hitching a ride and hanging out at Starbucksâ house there. Local news is feeling more financial pressure than ever as local ads d...
22 Huhti 202018min

âPasta vs. Oilâ â Uberâs unicorn contract. Oilâs historic 200% plummet. Mobile gaming 2.0.
We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of a barrel of crude oil was $140 when we were in college â and it just plummeted 200% in one day to co...
21 Huhti 202018min

âZuck cancels his Libra moon-landingâ â AMC theatersâ expiration date. Gileadâs corona-cure bet. Facebookâs cryptocurrency 180.
The most refreshingly ambitious project of the next decade shouldâve been Facebookâs Libra cryptocurrency, but now it just looks like a weird version of Venmo. AMC theaters stock surged 31% after show...
20 Huhti 202017min

âAmazon cancels Motherâs Dayâ â Blue Jeans âOne & Onlyâ product. BlackRock tiny fee = huge profits. Amazonâs killing its best sales tricks.
While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon â but we hope it can stay focused on being a âone and onlyâ business. Amazonâs new strategy is all about reversing its old one...
17 Huhti 202016min

âCongrats, you now own part of an airlineâ â Appleâs $399 iPhone shocker. Aaptiv is âthe Spotify of Sweat.â Our $25B airline bailout.
Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines finally got their $25B government bailout, and that means youâll own part of Delta, United, JetBlue, a...
16 Huhti 202019min

âRoku â The Peopleâs Champ of streamingâ â JPMorgan is Paul Revere. Thrasioâs 43 Amazon-trepreneurs. Roku is 44% of America.
Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout the land. The Streaming Wars are enjoying primetime love, but Rokuâs latest numbers prove itâs truly ...
15 Huhti 202016min

âDunkinâs not a land-lord â itâs a Brand-lordâ â Google/Appleâs superhero team-up. States acting like companies. Dunkinâs franchise bet.
In the world of fast food, Dunkinâ is 100% focused on a franchise business model â a strength and a weakness in specific economic moments. Rivals Google and Apple are shockingly working together on a ...
14 Huhti 202018min






















