🍿 “Game of Fixed-Up Thrones” — AT&T’s media retreat. Equinox’s tribrid. Corporate mask-fusion.
AT&T’s $150B experiment in media is over, now that it’s spinning off GoT to Shark Week. Equinox’s fancy gyms could become Equinox fancy stock… with a “tribrid” (not hybrid) strategy. And the CDC’s lat...
18 Touko 202118min
🥶 “Call us Cooli Vuitton” — Yeti’s luggage. Airbnb’s life moment. The Wage Wars experiment.
Shares of Yeti Coolers have quintupled in the last year, but now it’s coming for your Away suitcase. Airbnb just revealed that it knows your life more than it knows your travel. And the Wage Wars have...
17 Touko 202118min
🐝 “Hot Vax Summer” — Bumble’s friend zone. Bitcoin’s Hummer of crypto. Hertz’s 50% comeback.
Bumble’s first ever earnings report reveals it’s pivoting from finding you true love to finding you a friend. Bitcoin plummeted 15% because Elon’s on the hunt for the Tesla of crypto. And Hertz stock ...
14 Touko 202118min
🎈 “1 balloon bouquet, please” — Bird’s e-scooter SPAC. Party City’s helium hype. SoftBank’s record *profit.
Party City knows you didn’t love Becky’s Zoom baby shower, so it’s betting the future on balloons (literally, Balloon Bouquets). Bird tossed off its helmet and is going public via SPAC. And Japanese v...
13 Touko 202120min
💰 “TeenCrypto or KidCoin?” — Roblox’s robux. Macy’s makeover. The Great Chicken Shortage.
Roblox jumped 21% because kids want Robux for their birthday. Macy’s was so close to bankruptcy it should be nursing itself back to health, but instead it’s going BIG in New York City real estate. And...
12 Touko 202117min
🎸 “Mom, you take the James Taylor ticket” — Live Nation’s slingshot. Darkside’s hacking Inc. Blind’s gossip app.
Concert legend Live Nation has become a slingshot stock with a new calling: Make concerts make money like sports. Darkside is the cyberhacking ransomware crew that may have just jacked up your gas pri...
11 Touko 202118min
🧟 “Quibi’s ResurRoku” — Papa John’s epicness. Roku’s little dongle. Oura’s power ring.
Wondering what happened to Quibi? Roku bought ‘em... and now the little dongle that could is in 54M homes. Papa John’s just defied every carby expectation thanks to Epic premium-ized pizza (literally)...
10 Touko 202116min
🍪 “Someone stole the recipe” — Uber’s shortage. Honest’s stock birth. Moderna’s recipe.
If you thought your 1st Uber ride in a year felt more expensive… it was (Uber’s $20B in quarterly bookings were its best ever). Honest Co jumped 44% on its IPO, but influencers have become its greates...
7 Touko 202117min
