🐐 “37 best sneaker listicles ever” — BuzzFeed’s SPAC. Goat’s $3.7B fundraise. 6 Big Tech bills.
After 15 years, BuzzFeed is going public because it’s the Charles Darwin of media. Sneakerhead marketplace Goat hit a $3.7B valuation since sneakers are the ultimate selfie collectible. And the House ...
25 Kesä 202118min
💎 “Insta-Pot Diamonds” — Pandora’s lab jewelry. Winnebago’s record record. Microsoft’s $2T platinum pegasus.
Already the world’s biggest jeweler, Pandora will never sell another real diamond again… only lab-grown ones. Winnebago is living its best life, so we’re looking at why its motor home stock isn’t. And...
24 Kesä 202116min
🔥 “Profile pics are dead” — Tinder’s vid game. Airlines’ great pilot panic. Blackstone’s $6B house party.
Match just splurged $2B on video tech to make your Hot Vaxx Summer dates feel like a game. Airlines are facing such a pilot shortage that you’ll probably pay more for your flight (and then it’ll proba...
23 Kesä 202117min
🏠 “Home-lennials” — Costco’s Kirkland secret. Bitcoin’s pureplay miner. WeWork’s trophy.
Everyone’s talking about Amazon Prime Day, but we’re focused on Costco (new target: Home-lennials). Bitcoin fell below $33K on a mining problem, but it’s actually an opportunity for Riot Blockchain, a...
22 Kesä 202119min
⚽ “ManU isn’t an exotic puma pet” — Manchester United’s fan brand. Jack In The Box’s influencer restaurant. The 2021 SPAC-down.
Manchester United just survived another quarter with no fans, but its brand equity is its fan loyalty. Jack In The Box, Uber, and a TikTok singer just created what we’re calling an “Influencer Restaur...
21 Kesä 202120min
👼 “Keep the Victoria, bury the Secret” — Victoria’s Secret’s soccer moves. Spotify’s soft power. The Reparation economy.
Victoria’s Secret just traded Tyra Banks for a pro soccer player to pull off the greatest brand turnaround in history. Spotify just launched its live audio Clubhouse rival, but if you acquire a zuckin...
18 Kesä 202118min
💊 “The iDoctor will see you now” — Apple’s health mojo. Waymo’s $2.5B map. Deutsche’s profit ship.
We just got an update on Apple’s secret “Project Casper”: Apple Doctors. A random ship has become Deutsche Bank’s most profitable investment of the year. And self-driving icon Waymo just raised $2.5B,...
17 Kesä 202116min
👜 “A $6 handbag beat Amazon” — Shein’s real-time fashion. Yelp’s restaurant recon. Sinclair’s $23 sports+.
The most-downloaded fashion app is now Shein, and it’s created a new behavior: Real-Time Fashion. Yelp whipped up data on how you’re dining, but it tells us more about Yelp than the recovery. And Sinc...
16 Kesä 202118min
