
âWork From Work (still a thing)â â $43M for Pizza-nomics. Googleâs 12-mile-high wifi. Commercial Real Estateâs WFW problem.
Googleâs secret Loon project just graduated to deliver wifi via balloon globally (and weâre thinking itâs a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of all the delivery apps â itâs all about pizza-nomics (the unique economic principles of pizza joints). And while the world is straight-up WFH right now (Work From Home), weâre looking at the publicly-traded companies that are straight-up WFW (Work From Work). 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.
14 Touko 202017min

âTwitter goes Work-From-HomeâŠForeverâ â Uber Eats acquirinâ Grubhub. Vroomâs ecommerce car IPO. Twitterâs WFH megatrend.
New work update from Twitter: You donât have to come back. Ever. Grubhub stock jumped over 30% on word Uber Eats wants to buy it, calling a Delivery Wars mafia truce. And Vroom is our âUnicorn of the Dayâ as it plans to IPO its online car sales (aka ecomm cars). 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.
13 Touko 202017min

âBitcoinâs âHalveningâ just halvenedâ â Tesla vs. California. Amazonâs movie theater interest. Bitcoinâs Halvening.
After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: âThe Halvening.â Elon threatened to move his car company outta Silicon Valley, so weâre looking at Tesla vs. The State of California. And a tabloid with PFWTM (people familiar with the matter) reported that Amazon may be interested in acquiring AMC movie theaters⊠so we break down this fantasy acquisition. 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.
12 Touko 202016min

âHow to lose a $2.9B guy in 90 daysâ â Uber acts like McConaughey. Tinderâs corona-conomy DTR. The worst jobs report ever.
Uber stock rose 18% last week despite an earnings report soaked in blood. Matchâs earnings reveal how Tinder has fallen behind, but itâs trying to make it up to everyone with video chat and trivia. And the worst monthly jobs report ever has us comparing whatâs happening in the actual economy with whatâs happening on Wall Street (spoiler: totally different). 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 Touko 202016min

âPeloton, youâre probably too lateâ â Costcoâs worst-in-a-decade. Nintendoâs game drought. Peloton pops another 16%.
Peloton is now worth twice as much as Planet Fitness, so weâre looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and itâs about to face the family budget gauntlet. And Nintendo profits surged 41% last year, but itâs struggling to develop more games while working from home. 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 Touko 202017min

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 at Pinterest shares, which plummeted 12% because investors are wondering when your escapism pinning will make them some money. 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.
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 industryâs Achilles heels. And Wayfair stock has surged (get this) 580% (no joke) in just the last month (seriously), so weâre looking at the signs from back in March that this could have happened. 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.
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 for bankruptcy, but weâre not blaming the corona-conomy. And Quibiâs facing a legal drama that they could probably turn into a Quibi show. 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 Touko 202019min






















