“E.T., 5G, phone hoooome” — Apple’s iPhone 12. NordicTrack’s future ab-cquisition. Delta’s Mighty Ducks drama.
Apple’s surprise product event may result in the biggest iPhone sales season ever thanks to 5G. We noticed that NordicTrack’s owner, Nautilus, and Hyperice just raised big money in a Peloton world — b...
14 Loka 202020min
“Big Papi goes public” - Red Sox’s potential SPAC. Twilio’s gold shovel. Fashion’s QVC-ification.
The Red Sox might bouncing back from missing the playoffs by transforming into a publicly-traded stock. Twilio stock jumped 8% yesterday — you probably use it everyday but don’t know it. And fashion b...
13 Loka 202020min
“Cannabis runs for Vice President” — Microsoft’s forever WFH. Cannabis defines the relationship. Disney’s $3B shuffle.
Cannabis stocks just enjoyed their best day in months after 2 major moves to finally define the relationship with DC. Should Disney send out dividend checks forever… or permanently treat itself to $3B...
12 Loka 202018min
“A $30B check for racial justice” — JPMorgan’s unprecedented pledge. Kroger’s ghost kitchen. Dollar General’s fancy idea.
Remember when Netflix put $100M into black-owned banks? JPMorgan is spending 300 times that toward racial justice in a move we’ve never seen before. Kroger is disrupting itself with a ghost kitchen in...
9 Loka 202017min
“The $30/month Breakfast McClub” — McDonald’s new breakfast. Levi’s thrift store. Crispr’s Nobel Prize bump.
Levi’s shares popped 5% after earnings, but we are most focused on its new online thrift store for secondhand Levi’s. McDonald’s just added its 1st baked breakfast item in 8 years, so we’ve got a bold...
8 Loka 202016min
“Gucci or Pucci?” — TheRealReal’s luxe breakthrough. Sono’s Apple breakup. Venmo’s Synchrony secret.
TheRealReal shares surged 10% on a deal with Gucci that changes fashion more than Blue Steel did (Mer-man, pop. Mermannnn). Sonos stock dropped on word Apple’s pulling the “it’s not you, it’s me.” And...
7 Loka 202016min
“Trump’s anti-COVID cocktail” — Regeneron’s 5-second fame. Tesla’s S-3-X-Y conflict. Cooler Screens’ $80M grab.
Regeneron’s stock jumped because saving a nation’s president’s life is straight-up earned media value. Tesla has officially cannibalized itself… and we think that’s a good thing. And Cooler Screens sn...
6 Loka 202017min
“Pure-play Avocado stock” — Mission Produce’s toasted IPO. Etsy’s crafty surge. 2020’s most important Jobs Report.
The most important Jobs Report of the year is really America’s economic report card. Etsy shares have nearly tripled this year because it’s figured out something crafty that Amazon hasn’t. And Mission...
5 Loka 202017min
