🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.
The Best One Yet20 Nov 2024

🛒 “Where the rich shop” — Walmart’s renaissance. Jersey Mike’s $8B sandwich. Google’s Chrome divorce.

Google’s Chrome Browser is used by 61% of us… but now Google may be forced to split it off.

Jersey Mike’s sandwich chain was just acquired for $8B… but it’s really an education company.

The #1 non-tech stock of 2024? Walmart… It’s winning on rich families with six-figure incomes.

Plus, can a banana duct-taped to a wall sell for $1.5M?... The art market decides today (so take our Spotify poll).


$WMT $GOOG $BX


🧢 The TBOY holiday merch drop ends Thursday 11/21: Shop now @ www.tboypod.com/shop


🎙️ Check out the latest episode of our new weekly deepdive show The Best Idea Yet: The untold origin story of “Levi’s 501s… The World’s 1st Jeans” 👖Wondery.fm/TheBestIdeaYetLinks


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Episoder(1680)

🤠 “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple

🤠 “LIVE with Poppi Co-founders Allison & Stephen Ellsworth — Pepsi’s $2B Power Couple

Husband and wife Allison and Stephen Ellsworth have 3 kids and 3 Super Bowl commercials - Because together they created Poppi, the better-for-you soda disruptor that PepsiCo bought for $1.95 Billion l...

27 Feb 29min

🤠 “Austin LIVE Show” — AI Mermaids. Levi’s skinny deregulation. Uber’s Swiss Army Knife. +Topo Chico shortage

🤠 “Austin LIVE Show” — AI Mermaids. Levi’s skinny deregulation. Uber’s Swiss Army Knife. +Topo Chico shortage

Live… from Austin… it’s The Best One Yet!We performed live at Austin’s famous State Theater. Some extra razzle dazzle & sprinkle dinkle — but our usual daily Takeaways you know & love.#1. How to slop-...

26 Feb 32min

🕶️ “Smuggle, Inc.” — Mexican Drug Cartels’ biz. Crocs’ microdrama. AI’s Sci-Fi essay. +Self-Blowing Snowblower

🕶️ “Smuggle, Inc.” — Mexican Drug Cartels’ biz. Crocs’ microdrama. AI’s Sci-Fi essay. +Self-Blowing Snowblower

Why are Mexican Drug cartels so hard to stop?... Because they're run like the Fortune 500Crocs' comeback plan is microdramas... 4-minute sultry soap operas of clogsThe Substack Selloff... It's a Sci-F...

25 Feb 24min

😰 “Human-shaming” — Sam Altman’s bubble. Axe’s bodyspray rebound. Milan’s Brexit win. +Hockey tooth recession

😰 “Human-shaming” — Sam Altman’s bubble. Axe’s bodyspray rebound. Milan’s Brexit win. +Hockey tooth recession

Axe Body Spray has a comeback plan… help users use less Axe Body Spray.10 years after Brexit, Milan is shining as the winner… Milan is the new London.Sam Altman dissed humans for drinking more water t...

24 Feb 22min

🔙 “Reverse Uno” — Tariffs’ mogging. Ice Cream’s exit. Nike’s ACG mystery. +The 1st Handshake

🔙 “Reverse Uno” — Tariffs’ mogging. Ice Cream’s exit. Nike’s ACG mystery. +The 1st Handshake

The Supreme Court just tossed a Reverse Uno Card on Trump’s tariffs… Trade War over?Nestle is selling off its $1B ice cream biz… because everyone loves ice cream, except CFOs.What’s that mystery brand...

23 Feb 21min

🤏 “Zuck’s Tiny Taxes” — What Billionaires pay. New Balance’s surge. Ring’s puppy problem. +Jamie Dimon’s bar

🤏 “Zuck’s Tiny Taxes” — What Billionaires pay. New Balance’s surge. Ring’s puppy problem. +Jamie Dimon’s bar

New Balance’s sales have surged 180% in 5 years to $19B… all thanks to 1 single meeting.Amazon’s new service will find your lost dog… but it’s freaking out everyone (and investors).How do billionaires...

20 Feb 22min

⛷️ “Gnarly Numbers” — Vail’s ski-pocalypse. Robinhood’s VC IPO. Stanley’s manly pivot. +$700K Girl Scout Cookie

⛷️ “Gnarly Numbers” — Vail’s ski-pocalypse. Robinhood’s VC IPO. Stanley’s manly pivot. +$700K Girl Scout Cookie

Robinhood revealed the companies their VC fund invested in… because it’s IPOing this month.Stanley’s Quencher sales are dropping… so it’s pivoting to guys, gym bags, and protein #ManlyHow do you save ...

19 Feb 22min

🇳🇴 “Viking Victory” — How Norway wins. Budweiser’s revenge. Apple’s video podcasts. +Slytherin’s’ Lunar New Year

🇳🇴 “Viking Victory” — How Norway wins. Budweiser’s revenge. Apple’s video podcasts. +Slytherin’s’ Lunar New Year

Norway has the most winter olympic medals ever… Their strategy? Joy is the new “invisible hand” of economics.Alcohol’s disappearing, but Budweiser stock hit a 6-year high?... Turns out Dry January is ...

18 Feb 22min

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