
âPepsiCo should rename to SnacksCoâ â Netflixâs earnings preview. Pepsiâs immuni-foods focus. Techâs billions go to India.
Earnings season kicks off and itâs (shocker) supposed to be brutal â so weâre looking at the one potential bright spot: Netflix. Pepsiâs soda sales fell, snacks sales surged, and itâs already focusing...
14 Jul 202017min

âThe SoulCycle of egg freezingâ â Kindbody snags $32M for fertility. Anti-Tesla Rivian raises $2.5B. Bidenâs $700B econ package.
$2.5B is a huge amount of money for a fund raise, but it kinda makes sense when that company is Rivian â aka the biggest threat to Tesla yet. Womenâs fertility startup Kindbody gets $32M to apply Soul...
13 Jul 202017min

âSkip medical school. Spend $1B insteadâ â Walgreens launches 700 doctorâs offices. Rocket Mortgageâs IPO. Krogerâs surprise meat strategy.
The lending artist formerly known as Quicken Loans has filed to IPO, calling themselves âRocket Companiesâ. Walgreens is quitting medical school and pursuing a $1B investment in 700 doctorâs offices i...
10 Jul 202018min

âI canât believe itâs not Chunky Monkeyâ â Perfect Dayâs animal-free ice cream, Twitterâs subscription plan. Walmart finally zucks Amazon Prime
Some sneaky sleuthing on a Twitter job posting indicates that Twitter may be whipping up paid subscription⊠for something. Walmart whips up an anti-Amazon version of Prime called Walmart+, coming this...
9 Jul 202018min

âA nasty Dunkin styrofoam cupâ â Dunkinâs gas station makeover. Sunrunâs solar-powered merger. Under Armourâs $475M botched acquisition.
Dunkinâs boldest move yet is cutting out 450 gas station locations because it wants to upscale its brand (fancy coffee). Sunrun is merging the #1 and #2 solar companies because the industry needs a le...
8 Jul 202019min

âPuma-fy Harley-Davidsonâ â Warren Buffettâs $9.7B bet. Chipotle launches e-farmers market. Harley jumps 7%.
Harley shares surged 7% because its new CEO is turning the company into Puma (in a good way). Warren Buffett is making his first big corona-conomy bet by buying up Dominion Energy, a natural gas pipel...
7 Jul 202017min

âTesla is a 14-year-old LeBron Jamesâ â Lemonade goes public. Tesla > Toyota. Walmartâs drive-in movies.
Techie insurance startup Lemonade IPOâd Thursday and its stock doubled. Thatâs actually an unfair problem with finance. Tesla became Earthâs most valuable car company â and then backed it up that mile...
6 Jul 202017min

âItâs time for B-commerce (Booze commerce)â â Constellation buys Empathy Wine. Alibabaâs stores from the future. YouTube TVâs price jacking.
Last pod before the July 4th holiday (celebrated on July 3rd by Wall Street). Liquor legend Constellation just acquired Gary Vaynerchukâs 1-year-old wine startup because it wants to go direct to consu...
2 Jul 202018min






















