“UNO...the card game…the movie” — Mattel’s 25 schmoovies. Twitter’s DIY blitz. GM’s $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 we’re focused on the 5 acquisitions it’s made in 60 da...
11 Feb 202116min
“r/Reddit$6Billion” — DoorDash’s robot salad. Hawk/Dove stimulus. Reddit valuation doubling.
Fresh after a 5-second Super Bowl ad, Reddit doubles its valuation to $6B. DoorDash just acquired a sushi and salad-making robot because it hates humans. And we’re about to get another stimulus, but i...
10 Feb 202116min
“1 Bitcoin = 1 Model Y” — Elon’s crypto-for-cars. Hershey’s s’mores surge. Target’s $1B yoga pants.
Elon wants to trade cryptocurrency for Teslas, popping Bitcoin’s price above $45K. Hershey’s gets some investor love before Valentine’s Day thanks to the great s’mores surge. And Target’s athleisure b...
9 Feb 202117min
“Canada Goose + Yeti + Resto Hardware" — The Goose’s strategic uniform. Snapchat’s augmented everything. 23andMe’s DNA SPAC.
Canada Goose shares surged because it had been forgotten by Wall Street. Snapchat collects less data on you than every other social media… because it’s betting on AR to make more money. And 23andMe is...
8 Feb 202115min
“The 1st pureplay Super Bowl stock” — Apple’s iCar. Wingstop’s stock pop. End of the S.U.M.O.
Apple and Kia just took their biggest steps yet to make iCar a thing: It’s not a First Mover, it’s a Second Shaker. Wingstop’s stock popped because chicken wing prices are living their best lives for ...
5 Feb 202116min
“Married or your money back” — Match’s dating lab. Scotts Miracle-Gro’s cannabis. Harley-Davidson’s ride-leisurewear.
Match’s experiments with Tinder in Japan reveal the dating legend’s true competitive advantage. And Scotts Miracle-Gro’s stock doubled because it’s focused on lawns and cannabis. And Harley-Davidson s...
4 Feb 202115min
“Amazon’s 2nd puberty” — Bezos quits. Uber’s $1.1B Drizly drank. Why GameStop stock halted.
Jeff Bezos is stepping down as Amazon CEO because of 1 word: “yawn.” Uber splurges $1.1B for Drizly’s booze delivery because there’s an alcohol arbitrage opportunity. And GamesStop’s stock re-pop drop...
3 Feb 202117min
“How ya like dem Apples?” — Short-selling’s Matt Damon moment. Nintendo’s 13-year record. Nike’s artful Zucking.
WallStreetBets just used American Airlines stock to get back at shorting hedge funds (we’re getting Good Will Hunting vibes). Ninendo enjoyed its best quarter in 13 years, but we think it needs to pul...
2 Feb 202118min
