âPuma-fy Harley-Davidsonâ â Warren Buffettâs $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.
Harley shares surged 7% because its new CEO is turning the company into Puma (in a good way). Warren Buffett is making his first big corona-conomy bet by buying up Dominion Energy, a natural gas pipel...
7 Jul 202017min
âTesla is a 14-year-old LeBron Jamesâ â Lemonade goes public. Tesla > Toyota. Walmartâs drive-in movies.
Techie insurance startup Lemonade IPOâd Thursday and its stock doubled. Thatâs actually an unfair problem with finance. Tesla became Earthâs most valuable car company â and then backed it up that mile...
6 Jul 202017min
âItâs time for B-commerce (Booze commerce)â â Constellation buys Empathy Wine. Alibabaâs stores from the future. YouTube TVâs price jacking.
Last pod before the July 4th holiday (celebrated on July 3rd by Wall Street). Liquor legend Constellation just acquired Gary Vaynerchukâs 1-year-old wine startup because it wants to go direct to consu...
2 Jul 202018min
âLulu, Lulu, on the wallâ â Lululemon acquires Mirror. Uber may buy Postmates. Netflixâs $100M black bank bet.
Athleisure icon Lululemon splurges $500M to acquire Peloton-ish in-home workout startup Mirror. Fresh off its acquisition breakup with Grubhub, Uber is looking to rebound with Postmates instead. And N...
1 Jul 202018min
âThe 2nd Kardash-icornâ â Under Armourâs mega-deal. Facebook is too-big-to-cancel. Cotyâs Kardashian investment.
Coty Cosmetics shares popped on word itâs snagging 20% of Kim Kardashianâs beauty brand. Facebook is facing its second ever #DeleteFacebook moment, except this time itâs coming from its most important...
30 Jun 202017min
âWhen aisle 6 produce goes publicâ â Albertsonsâ grocery IPO. Fordâs profit puppy makeover. Big Banks houseparty.
The latest major IPO is Americaâs 3rd largest grocer, but we think Albertsons looks less like a grocery chain and more like a finance company. Ford is redesigning Americaâs most popular car, and the n...
29 Jun 202015min
âWhen you drink here, youâre familyâ â Olive Gardenâs reopening. Googleâs news savior. Slackâs crossborder email crusher.
Darden Restaurants has reopened 91% of its restaurants like Olive Garden, but the restaurant industry has a takeout booze problem. Googleâs new news app will completely change the business model for t...
26 Jun 202016min
âBeyond Meat is Regina Georgeâ â Starbucksâ Impossible deal. Delivery is like golf. COVID data is econ data⌠again.
Starbucks just announced a plant-based partnership with Impossible Foods in the US, which is awkward because Starbucks already has a relationship with rival Beyond Meat. Gatikâs delivery obsession wit...
25 Jun 202015min
