
âThe Godzilla of $$$â â La-Z-Boyâs upholstery. The RealRealâs surprise. Why tech stocks dropped.
We noticed 2 numbers in La-Z-Boyâs earnings that may signal the end of House Hype. The RealRealâs online fancy consignment may actually prefer selling clothes offline. And both our stock portfolios dr...
24 Feb 202115min

âThe 5th Beatleâ â Spotifyâs Sgt. Pepperâs moment. Goodyear buys a spare. LinkedIn gigifies lawyers.
Spotifyâs 1st investor event reminds us more of an album than a product launch. Cooper Tires surged 29% in the most important day for Ohio companies. And LinkedIn is reportedly launching a new marketp...
23 Feb 202116min

â1 drink to rule them allâ â Boston Beerâs pure-play seltzer. Theragunâs marketing kill. Walmart donât care.
While nearly every other beer stock has fallen in the last year, Boston Beer shares nearly tripled⌠so we jumped in SnacksStyle. Theragun just added Kevin Durant, Karlie Kloss, and 100 other celeb inv...
22 Feb 202115min

âSephora doesnât have 40 shadesâ â Facebookâs no news down under. Sephoraâs Fenty Effect. Nestleâs cat cappuccinos.
The biggest food company on Earth, Nestle teaches the power of the Zillennial pivot. Sephora fell to #3 in US Beauty sales partly because it ignored Rihannaâs Fenty Effect. And Facebook just shut down...
19 Feb 202115min

âJust rub some Cheetos on itâ â SpaceXâs space wifi. Applebeeâs influencer kitchen. Texasâ emergency stocks.
Elon Muskâs SpaceX is reportedly worth $74B, but itâs not about rockets⌠itâs about Starlink internet wifi. Applebeeâs is launching a virtual brand that we think sets the future for Influencer Kitchen...
18 Feb 202117min

âThe greatest deal that never happenedâ â Pinterestâs rejection. Universalâs secret profit puppy. Goldmanâs $1K club.
Itâs the greatest deal of the year⌠that never happened: Apparently Microsoft tried (and failed) to acquire Pinterest (so weâve got a plan for them). Goldman Sachs drops its minimum to become a client...
17 Feb 202117min

âFantaZillowingâ â Zillowâs dating app. Fluorâs nuclear (stock) option. Disneyâs athleticism+.
Zillow owns so much of the homebuying relationship, we think you should compare it to Match Group. Fluor knows nuclear plants are ridiculously expensive, so itâs whipping up a mini version that could ...
16 Feb 202116min

âBumble pulls an Oprahâ â Bumbleâs IPO. Clubhouseâs Black community. Archerâs flying robo-taxi.
Women-first dating app Bumble pulled off the double-double IPO before Valentineâs Day (but donât call it a dating app). Clubhouse gets Kanye on-board, but weâre looking at its earliest Black community...
12 Feb 202118min






















