“Canada Goose + Yeti + Resto Hardware" — The Goose’s strategic uniform. Snapchat’s augmented everything. 23andMe’s DNA SPAC.
Canada Goose shares surged because it had been forgotten by Wall Street. Snapchat collects less data on you than every other social media… because it’s betting on AR to make more money. And 23andMe is...
8 Helmi 202115min
“The 1st pureplay Super Bowl stock” — Apple’s iCar. Wingstop’s stock pop. End of the S.U.M.O.
Apple and Kia just took their biggest steps yet to make iCar a thing: It’s not a First Mover, it’s a Second Shaker. Wingstop’s stock popped because chicken wing prices are living their best lives for ...
5 Helmi 202116min
“Married or your money back” — Match’s dating lab. Scotts Miracle-Gro’s cannabis. Harley-Davidson’s ride-leisurewear.
Match’s experiments with Tinder in Japan reveal the dating legend’s true competitive advantage. And Scotts Miracle-Gro’s stock doubled because it’s focused on lawns and cannabis. And Harley-Davidson s...
4 Helmi 202115min
“Amazon’s 2nd puberty” — Bezos quits. Uber’s $1.1B Drizly drank. Why GameStop stock halted.
Jeff Bezos is stepping down as Amazon CEO because of 1 word: “yawn.” Uber splurges $1.1B for Drizly’s booze delivery because there’s an alcohol arbitrage opportunity. And GamesStop’s stock re-pop drop...
3 Helmi 202117min
“How ya like dem Apples?” — Short-selling’s Matt Damon moment. Nintendo’s 13-year record. Nike’s artful Zucking.
WallStreetBets just used American Airlines stock to get back at shorting hedge funds (we’re getting Good Will Hunting vibes). Ninendo enjoyed its best quarter in 13 years, but we think it needs to pul...
2 Helmi 202118min
“How the money pipes work” — A stock brokerage’s plumbing. Levi’s kills slim-fit. WeWork’s ReWork.
We’re jumping into the pipes deep within the financial system: Breaking down the plumbing on why brokerages broke down last week. Levi’s is killing slim fit, joining The Comfort Economy, and going int...
1 Helmi 202117min
“More change in 1 year than 50” — r/wallstreetbets’ day 3. GM’s Netflixification. Facebook’s awkward Apple.
We don’t usually cover a story 3 days in a row, but this is different: We’re looking at how r/wallstreetbets made the industry uncomfortable. General Motors is going 100% electric by pulling a move st...
29 Tammi 202116min
“You too, Tootsie?” — Tootsie Roll’s cyberbulling. Apple’s TBOY. Starbucks’ reimagining.
Fresh after cyberbulling (not cyberbullying) powered up GameStop’s stock, we’re looking at its moves on Tootsie Roll and AMC. Apple didn’t just have its best quarter ever… it had its best quarter in g...
28 Tammi 202117min
