🎅 “Claus Industries'' — Santa’s $12 Trillion biz. The Dow is dumb. Budweiser’s sister strategy.
The Best One Yet20 Des 2024

🎅 “Claus Industries'' — Santa’s $12 Trillion biz. The Dow is dumb. Budweiser’s sister strategy.

The stock market just had its worst week of 2024… we explain what determines stocks in 2025.

Bud Light just fell to #3 in beer sales… but it’s all part of Budweiser’s sibling strategy.

“Klaus Industries” (yeah, Santa’s company) just became a $12T business… so we visited the North Pole HQ.

Plus, our Annual Shareholder Report for TBOY… from Co-CEOs Nick & Jack.


$SNTA $SLED $COAL

$BUD $SPY


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show, “The Best Idea Yet”: The untold origin stories of the products you’re obsessed with. From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Super Mario Brothers to Sriracha. New 45-minute episodes drop weekly.


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


—-----------------------------------------------------

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.


GET ON THE POD:

Submit a shoutout or fact: https://tboypod.com/shoutouts


FOR MORE NICK & JACK:

Newsletter: https://tboypod.com/newsletter

Connect with Nick: https://www.linkedin.com/in/nicolas-martell/

Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/


SOCIALS:

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Anything else: https://tboypod.com/


Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.



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Episoder(1659)

🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

🤙 “High School Millionaire” — Cal AI’s crazy acquisition. Iran’s drone game. McDonald’s cringe-burger. +New Song car-crash

McD’s CEO went viral for awkwardly eating its new burger… but it smells like a 90s marketing McTastrophe.Iran’s $20k drones cost us $4M to shoot down… It’s financial asymmetry, affecting stocks.Cal AI...

4 Mar 22min

🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

🛡️ “War-folios” — Iran market reaction. Dutch Bros’ energy. Anthropic’s moral marketing. + Fitbit for farting

Oil’s up, airlines are down, and so is Chipotle… We look at how War in Iran hits everything markets.Dutch Bros is now the #3 coffee chain… but it’s actually an energy drink chain in disguise.Anthropic...

3 Mar 23min

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

💉 “Corporate Botox” — Block’s 40% layoff. Netflix’s wedding crashed. Coach Handbags’ anthropologist. +Burger King’s AI

Jack Dorsey is replacing 40% of Block’s employees with AI… and the Wall Street reward was huge. Coach is selling 3 million Gen Z women its $350 handbag… thanks to an anthropologist.Wedding Crashers ex...

2 Mar 23min

🤠 “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

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