
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

âUNO...the card gameâŚthe movieâ â Mattelâs 25 schmoovies. Twitterâs DIY blitz. GMâs $2B mistake.
Barbie just enjoyed her best sales quarter in 6 years⌠Now Mattel is going full Disney with a whole new strategy. Twitter announced earnings, but weâre focused on the 5 acquisitions itâs made in 60 da...
11 Feb 202116min






















