🇺🇸 “America’s Underrated Icons” — NASA, Joy Ice Cream Cones, & The Post Office
For the 4th of July, we whipped up 3 of our most American stories yet… 3 underappreciated institutions that are differentiators for our economy: NASA, Ice Cream Cones, and the Post Office. Plus, Nick ...
4 Jul 202425min
🌽 “America’s Most Played Sport” — Cornhole’s circus strategy. M&M’s pet-plomocy. Tesla’s 2nd shrinkage.
Cornhole is the most popular sport in America… thanks to a business model from the circus.With Tesla shrinking for all of 2024 so far, are EVs a fad?... We looked a the data to find out. M&M’s-owner M...
3 Jul 202423min
📸 “Hottest Camera in Town” — Fujifilm’s camera revival. Nike’s pain is Adidas’ gain. The end of regulation.
Fujifilm’s old school cameras are surging for the first time since iPhone… because friction creates value.The Supreme Court just slashed economic regulation by reversing “Chevron”… it’s a new era of l...
2 Jul 202423min
📺 “$4.7B for NFL fans” — NFL Ticket’s lawsuit loss. Grindr’s AI wingman. The Return of the Billboard.
The NFL just lost an antitrust lawsuit over how you watch the NFL… so fans are getting paid.Every dating app stock is down except for Grindr… because Grindr’s got an AI wingman.And Billboards are back...
1 Jul 202423min
🥉“The 1st AI-lympics” — AI Michaels’ Olympics clone. H&M’s makeover store. Walgreens’ political debate.
This will be the 1st ever AI Olympics… because sports announcer Al Michaels will be an AI bot.Zara & H&M are losing to Shein, so they’ve got a new turnaround plan… Sexy superstores.And Walgreens’ stoc...
28 Jun 202424min
🤑 “Big Deal Energy” — $5 Hot-Deal-Summer. Delta’s spa strategy. Rivian’s VW sugar mama.
McDonald’s, Starbucks, & Wendy’s all just launched $5 Deals… because it’s Hot Deal Summer #BigDealEnergyDelta just opened its 1st luxury massage lounge at JFK… because Delta is the new DINK airline.An...
27 Jun 202423min
👙 “Pool Boy, Inc.” — Pool Corp’s swimming stock. Netflix’s “Keeper Test.” Walmart’s digital price tags.
PoolCorp has become the largest pool company in America… by borrowing Apple’s key financial strategy.Netflix updated its legendary 15-year-old Culture Doc… but the highlight is “The Keeper Test.”The h...
26 Jun 202421min
🍻 “0.0% Takeover” — Athletic buys Ballast Point facility. Car Dealerships’ ransom-hack. American Tourists save the PIGS.
Ballast Point's San Diego brewery was just purchased… by the biggest Non-Alc Beer: Athletic.Europe’s economy is being powered by American tourists… It’s the revenge of the “P.I.G.S.”One ransom attack ...
25 Jun 202422min
