⚽ “The Anti-Ted Lasso” — Qatar’s World Cup. Starbucks’ biggest day. FTX’s Madoff moment.
The World Cup begins Sunday in Qatar, a nation of just 300k citizens (half of Vermont) — but it’s dropped $200B for 8 new stadiums. Starbucks’ busiest day of the year was yesterday’s “Red Cup Day”, be...
18 Nov 202220min
🎟️ “It’s not me. Hi. I’m not the problem. It’s Ticketmaster” — Taylor Swift’s monopoly. Tom Ford’s $2.8B perfume. Samara’s tiny homes.
Taylor Swift’s concert tickets just broke TicketMaster — but the debacle also shows how TicketMaster’s monopoly frustrates everyone with fees. Tom Ford’s fashion house just sold for $2.8B to Estee Lau...
17 Nov 202220min
💏 “Dating… Life’s biggest investment” — Tinder Gold’s record. Walmart’s supplier bullying. BuzzFeed’s best eyeballs.
Stock of Tinder-owner Match is up 20% because, despite inflation, you’re paying a premium for dating apps — and that’s life-changing. Walmart surged 7% because it remembered how to bully suppliers. An...
16 Nov 202219min
🧙♂️ “Killing the magic… of Magic” — Hasbro: The Gathering. Twitter’s fake Mario. Alexa’s nightmare dream.
Hasbro stock fell 10% because it’s messing with Magic: The Gathering. Twitter’s latest problem is fake-but-verified accounts (like Super Mario giving us the finger), which makes Twitter a dangerous pl...
15 Nov 202221min
🥨 “A Pod About Nothing” — Netflix’s Seinfeld strategy. Climate’s North vs South. ButcherBox’s bootstrapped brisket.
Season 5 of The Crown is getting all the buzz, but Netflix’s strategy is all about comedy series. The COP27 Climate Summit gave us a new financial framework to fix Climate Change: Northern Debt paying...
14 Nov 202218min
⛄ “The Crypto Avalanche” — FTX shakes cryptoworld. Twitter’s LeBron James problem. Wall Street’s best day yet.
Forget Crypto Winter, we just suffered a Crypto Avalanche — Bitcoin, Ethereum, and all the crypto stocks are freaking out as FTX approaches bankruptcy. Elon’s latest Twitter moves: Fire employees, fir...
11 Nov 202219min
🍿 “Work From Movie Theater” — AMC’s Zoom theater. Athletic Brewing’s non-alcohol. The Election’s cannabis bet
Our 3 business Takeaways from the election: Cannabis is down, Sports Betting is really down, and stocks love gridlock. Athletic Brewing just raised $50M from Dr. Pepper for a non-alcoholic beer party....
10 Nov 202219min
❤️🔥 “Bitcoin's shotgun wedding” — FTX + Binance. Sweetgreen’s Rice Krispie. Carvana’s fender bender.
Bitcoin dropped 10% because of crypto’s 1st mega-merger: Binance and FTX. Sweetgreen’s newest product is a new dessert — but it’s really a recreation of an old dessert. And Carvana’s stock has plummet...
9 Nov 202219min
