🥽 “Mickey’s Metaverse” — Disney’s Fortnite investment. Build-A-Bear’s adults-only website. America’s new trade bestie.
Fortnite, the world’s biggest video game, just got a whopping $1.5B investment from Disney — Because when it comes to innovation, evolution is easier than creation.Build-A-Bear newest teddy bears are laughably for 18+ — It shows the power of the “Velvet Rope Effect.”And America’s newest bestie? It’s Mexico — China has been replaced by Mexico as our top trading partner, so we’re going to break down friend-shoring, near-shoring, and re-shoring.$BBW $DIS $SPYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12 Helmi 202420min
🚽 “The Toilet Bowl” — The Super Bowl’s bathroom strategy. McDonald’s $18 Big Mac. Arm’s Shakespearean computer chip.
The stadium hosting the Super Bowl has 1,400 toilets and urinals — But those drains aren’t for your bladder, they’re for your wallet.McDonald’s CEO was forced to address the viral $18 Big Mac combo meal — That $18 Big Mac is both an economic story… and a psychology story.And the stock of Arm computer chips surged 50% yesterday — Because it’s the William Shakespeare of chips.$MCD $ARM $SPYSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
9 Helmi 202421min
👵👴 “DINKs vs PINKs” — The Silver Tsunami of Americans over 65. Chipotle’s Hero Metric. The End of Media’s Gated Gardens.
With a record number of Americans turning 65 this year, we have to talk about “PINKs” (= “Passive Income, No Kids”) — PINKs are the new top demo in America (sorry, DINKs)Chipotle stock reached an all-time-high and is worth more than Mercedes, Marriott, or PayPal — but it’s all thanks to Chipotle’s hero metric: The throughput.And three TV companies are merging their sports networks to create the ultimate sports streaming network — The ~$40/mo streamer could kill the cord.$CMG $NFLX $DIS $WBD $SPOTSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
8 Helmi 202420min
🦶“WeCrashed: Part II” — Adam Neumann’s WeWork offer. 49ers’ Silicon Valley playbook. FTX’s full refund.
The 49ers are in the Super Bowl again thanks to one data-driven strategy — But this isn’t a football story, it’s a business story (and it’s inspired by the artist Renoir).WeWork’s ex Adam Neumann just tried to buy-back WeWork — He’s either pulling a Steve Jobs… or he’s pulling a Fyre Fest.And FTX is shockingly planning to refund all its customers all their lost $$$ — And it highlights the beautiful waterfall of bankruptcy.$WE $WMT $BTCSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
7 Helmi 202418min
🤓🍬 “Revenge of the Nerds” — Nerds’ Super Bowl commercial. Does the Sphere make money? Bill Gates & Jeff Bezos’ mining startup.
Nerds’ candy sales have surged 10x to become the #1 top selling sugar candy in America — So we’re explaining why Nerds is doing its 1st Super Bowl ad.The Las Vegas Sphere just shared its first full quarter of earnings… and actually had a profit — Because The Sphere is the nuclear power plant of entertainment.And Bill Gates & Jeff Bezos both invested in KoBold, a mining startup for our sustainable future — Because they’ve created a Google Maps for underground. $HSY $SPHR $TSLASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
6 Helmi 202420min
🐑 "Ugly Beautiful" — Uggs' boots are back. Facebook turns 20. The Secret of Great Packaging.
What’s that model wearing? Uggs. The sheepskin boot brand’s sales have surged to an all-time high — Because nostalgia follows a 20-year life cycle.It’s Facebook’s 20th birthday and Zuck’s baby just had its best week ever — Meta stock is up 5x in the last 14 months because of Meta’s metamorphosis: From people to profit.And a new study just discovered the type of packaging that sells the best — Because it’s what’s on the “inside” that counts, but what’s on the “outside” that sells.$DECK $CROX $METASubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
5 Helmi 202418min
🤘 “Better have RiRi’s Money — TikTok’s Music Purge. Apple’s headset debut. Wilson’s
Taylor Swift, Rihanna, and Drake. All their music is off TikTok today because of a dispute with Universal — So we’re going to explain the “Great TikTok Purge” with Rihanna’s lyrics… because this deal comes down to pennies.Apple’s biggest product launch since the iPhone happens today: The $3,500 Vision Pro headsets — When it comes to new innovations, the first version is the worst version.And Amer Sports is the first big IPO of the year: It’s the sports company behind ArcTeryx, Wilson, and Salomon gear — But the business is running a race with weights on its ankles.$AS $UMG $AAPLSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
2 Helmi 202419min
🚌 “The Tesla of School Buses” — Zum’s $1B e-Schoolbus. Norway’s huuuuge wealth fund. 23&Me’s riches to rags story.
Zum just hit a $1.3B valuation for reinventing the school bus: Electric and smart — but since kids are involved, they’re facing some speed bumps.23&Me pioneered the home DNA test, but now they’re close to bankruptcy — because of the “The Macarena Problem”: One-hit-wonder”And the largest stock fund in the world? It’s Norway — Norway’s sovereign wealth fund owns 2% of the world’s stocks (no joke) and just had a record year… thanks to oil and oranges (we’ll explain)$ME $TSLA $UBERSubscribe to our newsletter: tboypod.com/newsletterWant merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.comFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
1 Helmi 202419min
