
âEvery kiss begins with Jaredâsâ â Signet Jewelersâ Benchmark Brand. Goldmanâs humble-brag. Impossibleâs big hire.
The worldâs biggest diamond seller tells us everything we need to know about jewelry on Earth right now. Big Bank Goldman Sachs just made a major humble-brag. And Impossible Foodsâ new hire is why weâ...
20 Jan 202119min

âShe made the first IPO moveâ â Bumbleâs IPO filing. Spotifyâs car thing. Bidenâs $1.9 Trillion energy shot.
Bumbleâs New Yearâs resolution was to go public, so we just jumped into its IPO paperwork. Spotifyâs âCar Thingâ is the secret gadget to know about. And weâre whipping up the most important numbers fr...
19 Jan 202118min

âGameStop isnât Blockbusterâ â GameStopâs 100% week. Poshmarkâs IPO outfit. Computer chipsâ wild moment.
Poshmark pulled off the double-double IPO, but we donât think itâs really an ecommerce company. GameStopâs stock (say 5 times fast) surged 100% in the last week, so weâre looking at why itâs no longer...
15 Jan 202118min

âThe power is in the plumbingâ â Visa cancels Plaid. GM Teslafies itself. KB Homesâ backlog secret.
General Motors just did its best impression of Tesla (and it was good enough to pop the stock to an all-time high). We noticed 3 lines in KB Homesâ earnings report that tell us everything about the re...
14 Jan 202118min

âNFL + Nickelodeon + Slime'' â Zoomâs zWork. Viacomâs secret weapon. Walmartâs freaky fridge.
CBS just introduced the NFL and Nickelodeon for the perfect marriage of convenience. After surging 600%, Zoomâs stock has lost almost half its value, so weâve got an idea for them. And Walmart just wh...
13 Jan 202118min

âNon-Return of the Returnâ â Ecommerce *ends returns. Rokuâs $100M Quibi reincarnation. Cardtronicsâ ATM frenemy.
Weâre facing a milestone in the shift to ecommerce: Ecommerce companies donât want your returns anymore (just keep the socks). After a quick death, Quibi will be reincarnated⊠as Roku. And Cardtronics...
12 Jan 202119min

âLick or Treat & Dogs-givingâ â BarkBoxâs $1.6B SPAC. Budweiserâs spiked lemonade. Social Mediaâs automation.
BarkBox goes public with a $1.6B SPAC because your dog can, in fact, suffer from subscripturation. Budweiser just launched a spiked lemonade, but it reminds us of the same growth strategy as Appleâs i...
11 Jan 202117min

âFOMOcoinâ â Bitcoinâs FOMO-mentum. Bath & Body Worksâ zen profit. Robloxâs tween stock.
Bitcoin doesnât usually give us a reason for doing what itâs doing, but weâre breaking down its surge to $40K (spoiler: FOMO). Victoriaâs Secret needs to change its name to Bath & Body Works. And Robl...
8 Jan 202118min






















