
âWork-leisurewear, by Lululemonâ â Smile Direct Clubâs cavity. Sleeperâs fantasy sports fix. Lululemonâs nirvana COVID moment
Data from Lululemon shows itâs uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of oral care, but it simply hasnât been. And Sleeper i...
15 Mai 202018min

âWork From Work (still a thing)â â $43M for Pizza-nomics. Googleâs 12-mile-high wifi. Commercial Real Estateâs WFW problem.
Googleâs secret Loon project just graduated to deliver wifi via balloon globally (and weâre thinking itâs a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of ...
14 Mai 202017min

âTwitter goes Work-From-HomeâŠForeverâ â Uber Eats acquirinâ Grubhub. Vroomâs ecommerce car IPO. Twitterâs WFH megatrend.
New work update from Twitter: You donât have to come back. Ever. Grubhub stock jumped over 30% on word Uber Eats wants to buy it, calling a Delivery Wars mafia truce. And Vroom is our âUnicorn of the ...
13 Mai 202017min

âBitcoinâs âHalveningâ just halvenedâ â Tesla vs. California. Amazonâs movie theater interest. Bitcoinâs Halvening.
After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: âThe Halvening.â Elon threatened to move his car company outta Silicon Valley, so weâre ...
12 Mai 202016min

âHow to lose a $2.9B guy in 90 daysâ â Uber acts like McConaughey. Tinderâs corona-conomy DTR. The worst jobs report ever.
Uber stock rose 18% last week despite an earnings report soaked in blood. Matchâs earnings reveal how Tinder has fallen behind, but itâs trying to make it up to everyone with video chat and trivia. An...
11 Mai 202016min

âPeloton, youâre probably too lateâ â Costcoâs worst-in-a-decade. Nintendoâs game drought. Peloton pops another 16%.
Peloton is now worth twice as much as Planet Fitness, so weâre looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and itâs about to...
8 Mai 202017min

âDisney+ > Canadaâ â Beyond Meat democratizes itself. Pinterest is pre-commerce. Disneyâs just too big.
Disneyâs so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meatâs goods are so expensive, it just made a profit â but probably shouldnât have. And weâre looking...
7 Mai 202016min

âA stock surge recipeâ â Uber drops Limeâs valuation 79%. NBC vs. Streamingâs Achilles heel. Wayfairâs stay-at-home wins.
Uber splurges $170M into Lime â Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the indu...
6 Mai 202016min






















