
âCanal Street of the Internetâ â Wishâs public desire. A Wonder Woman Christmas. Affirmâs overdependent IPO.
Circle the calendar (again) for December 25th: Itâs the new Streaming-palooza, courtesy of Wonder Woman and HBO. Wish is IPOâing because Amazon doesnât feel enough like a TV gameshow. And Affirm is al...
23 Nov 202018min

"1 app to rule them all" â Google zucks Venmo. TJ Maxx's final treasure hunt. GM's in-car-surance.
Googleâs new finance app is straight up Venmo, with all privacy perks you expect from Google. TJ Maxx is 100% focused on the treasure hunt experience of physical shopping, but then yesterday happened....
20 Nov 202017min

âWeâre in a Baby Bustâ â P&Gâs diaper problem. Tesla joins the club. Duolingo translates $2.4B.
When a pandemic means making fewer babies, Procter & Gamble has to adjust its diaper strategy (spoiler: fancy dipes). Tesla stock popped 20% this week because admittance to the S&P 500 club brings per...
19 Nov 202017min

âThe stock ticker should be KEYSâ â Airbnbâs IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.
We jumped into Airbnbâs IPO paperwork Snacks Style⌠and they finally told us who their favorite child is. Candy legend Mars just bought Kind Bar because snacks spring eternal (meta). And if you notice...
18 Nov 202018min

âWe did a 5th thing...â â Casperâs 14% nightmare. Southwestâs frugal-ness. Asiaâs epic trade deal.
Casperâs 14% stock drop reveals a self-inflicted weakness thatâs been hidden for years. Southwest Airlines stock rose 2% because itâs pulling the opposite move of every other airline right now â expan...
17 Nov 202017min

âDip, dodge, dive, duck, Doordashâ â DoorDashâs IPO. Disneyâs stock defiance. Googleâs unlimited strategy.
We ordered some noodles and jumped into DoorDashâs fresh IPO paperwork⌠but thereâs one problem that they mentioned 649 times. DisneyLand shut down, no new movies, and stores closed? Didnât stop Disne...
16 Nov 202020min

âTSA for Adeleâ â Live Nationâs 2021 strategy. Sonosâ niche need. Fordâs subscripturation.
Live Nationâs sales plummeted 95%, so itâs already got a plan for your summer 2021 concert game. Sonosâ latest product unveil has us thinking they should find their niche. And Fordâs newest electric v...
13 Nov 202018min

âLyft is worth only 1 Lyftâ â Appleâs horizontal dominance. Hopinâs $125M. Lyftâs non-moment.
Weâve been thinking it for weeks, but now that Lyftâs reported earnings weâre just gonna say it: Lyft hasnât done anything this year. Appleâs âOne More Thingâ event shows that itâs not only vertically...
12 Nov 202019min






















