
âThe Barking Bundleâ â Chewyâs tele-vets. Amazon wins Techageddon. The final pre-election GDP report.
Did ya feel that? Amazon, Apple, Google, and Facebook just announced earnings at the same exact time on the same exact day. Amazon was the Techageddon winner. Chewy is jumping into pet telehealth, so ...
30 Okt 202019min

âTap tap tapppp it in (for $2B)â â Callawayâs Topgolf splurge. Tupperwareâs 2,000% pop. First Solarâs puberty phase.
Topgolf was just acquired by Callaway for $2B because the Lazertag of golf is the future of golf. Back in March, Tupperwareâs stock was trading at $1 â itâs surged 2,000% since then and just popped an...
29 Okt 202019min

âHarley-Davidsonâs done with Millennialsâ â HOGâs 22% surge. Postmates does everything. 3Mâs 55K products.
Harleyâs stock popped 22%, but we think its new business strategy is a short term sugar high. Post-It creator 3M has sold 1.4B facemasks this year, but the pandemic stock is down mid-pandemic. And Pos...
28 Okt 202020min

â$9B for 2 pumps of hazelnutâ â Dunkinâs acquisition offer. James Bond learns from live sports. Big Banks squeeze you.
Dunkinâs stock jumped 16% on word it could go private⌠and weâre extremely skeptical of the deal. MGM is reportedly open to selling off James Bond to the highest streaming bidder, but live sports is a...
27 Okt 202018min

âBarbie looooves Zoomâ â Mattelâs anti-screen bump. LâOrealâs athleisure skincare. Redfinâs real estate future.
Shares of Mattel surged 12% because iPad is out, Barbie is in. LâOreal sales rebounded as itâs inspired by what Budweiserâs doing. And Redfinâs CEO made a bold call about real estate in 2021, so weâre...
26 Okt 202018min

âGone in 60 Quibisâ â Streaming Warsâ victim #1. Venmoâs $13K Bitcoin. Goldmanâs $5B Malaysia trip.
Just a few Quibis after launching, billion-dollar streaming startup Quibi is shutting down â weâve got the autopsy. Bitcoin popped to $13K for the first time in 3 years after PayPal announced itâs com...
23 Okt 202020min

âFirst ever Charge Chuggerâ â GMâs eHummer. Snapâs lucky quarter. Netflixâs inflexion point.
General Motors has taken the most unsustainable car every â the Hummer â and made it electric. Snapâs stock surged 28% because in-between moment content is having a moment. And Netflix fell 7% because...
22 Okt 202016min

âGO O GL Eâ â Break it up? SpaceXâs other cloud. P&Gâs 15-year best.
The Justice Department just slammed Google with the biggest antitrust monopoly case since the â90s. Elon Muskâs SpaceX nails a new partnership with Microsoft to handle cloud computing⌠in outer space....
21 Okt 202018min






















