đď¸ âWhatâs the refund policy on Airbnbâs IPO promise?â â Movie theaters get cut out. Airbnbâs host/guest hate. 5 âCorona-conomyâ trends are accelerating.
We predict that the Corona-conomy is accelerating trends, including contactless payments, subscriptions, and cord-cutting. Universal Studios is going direct-to-consumer with its latest movies, which q...
23 Mar 202018min
đ âNetflix just got asked to chillâ â Netflixâs ad-free moment. Fordâs anti-treat-yo-self strategy. Uber surges 38%.
Even though ride-hailing has plummeted in the corona-conomy, Uberâs CEO announced the company has $10B of cash, food delivery, and some side hustle ideas. Media consumption is surging while you work f...
20 Mar 202016min
â¨ď¸ âApple failed at somethingâ â Walmartâs record. Starbucks treats itself. Appleâs subtle product unveil.
While it looks like nearly every stock has fallen, Walmart shares just hit a record high â we repeat: Record high stock price during this crisis. Apple just issued a subtle press release for new produ...
19 Mar 202020min
𧝠âToilet Paper hates your hoardingâ â Who wants to buy Lyft? $1 Trillion stimulus bill. TPâs front-loaded demand drama.
Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so weâre wondering who may buy it (the whole company). Toilet paper sales have surged for Kimberly Clark, but the front-loaded demand now m...
18 Mar 202019min
đŚ âGoogle would like your health data now, pleaseâ â Lulu, Nike, and Under Armourâs leadership. The Fedâs last bazooka. Googleâs COVID-19 moment.
To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday â but itâs already used up its major tools. To help people figure out testing for COVID-19, Googleâs deployed âProj...
17 Mar 202017min
#ď¸âŁ âSlack â the not WFH stockâ â Ro goes full pharma. Market bulls & bears. Slackâs surprisingly weak WFH business.
Despite your work-from-home lifestyle right now, office IMâing service Slack announced a quarter that didnât live up to expectations, because work software habits take time. Direct-to-patient half-ico...
16 Mar 202017min
âď¸ âMidnight Blue Thursday (worst day since â87)â â The stimulus keg. LabCorpâs Baby Yoda moment. Direct-to-Consumer drama.
The worst day for markets since 1987âs Black Monday. Weâre looking at why the stimulus keg from the government didnât save stocks. Virus-testing company Lab Corp is now facing the moment itâs been wai...
13 Mar 202018min
đď¸ââď¸ âAppleâs secret personal trainer killerâ â Pepsi acquires Rockstar. Government bailout chatter. Appleâs anti-Peloton app.
Another wild market drop has us officially in a âbear marketâ, and thereâs chatter about a bailouts, so weâre looking at the last bailout and when/why they actually should happen. Pepsi splurged to bu...
12 Mar 202017min
