“Goldman’s burn book” — Railroad’s $27B velocity. Zoom’s ZaaS. Goldman’s kingmaker revolt.
Straight outta an 1872 headline, we got ourselves the most important day for railroads in years. Zoom’s answer to post-Covid? Un-brand itself — it could stick Zoom in your Tinder video dates instead. And Goldman Sachs’ analysts whipped up an 11-slide pitch deck to Goldman’s CEO… about how much they hate working at Goldman. $KSU $CP $ZM $GS Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
23 Mar 202119min
“Football kills cable” — Five Below’s allowance $$$. NFL’s Amazon deal. Garmin’s Millennial GPS.
The winningest chain of the last year may be teen legend Five Below because it’s focused on allowance money, not stimulus money. The NFL’s latest TV deal features 1 small detail that will end the cable TV bundle… forever. And Garmin, the OG of GPS, just hit a stock price it hasn’t seen in 14 years. $FIVE $GRMN $AMZN Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
22 Mar 202117min
“Dude, where's my wine suitcase” — Sony’s VR dance. Williams-Sonoma’s generations. Peloton’s influencer army
Williams-Sonoma’s stock popped 18% because it doesn’t care about your style, it cares about your age. Sony’s new Playstation whips up the most important Virtual Reality move of the year. And Peloton officially unveiled its apparel line with Adidas that you can buy… but it’s not really for you. $WSM $SNE $PTON Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
19 Mar 202117min
“Mango is #1 in fruit” — Mission Produce’s fragmentation. Squarespace’s $10B website. Uber’s UK “workers”.
Avocado icon Mission Produce jumps into the mango game because “commodities only exist in the minds of the inept.” Squarespace hits a $10B valuation building websites, but the real story here is its “Comp”: Wix. And Uber’s huge switcheroo in London is an unprecedented precedent for the entire Gig Economy. $AVO $WIX $UBER Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
18 Mar 202117min
“Call me if the range anxiety doesn’t subside in 7-10 days” — VW’s delegation. GoPro’s un-wearables. Tax-apalooza 2021.
Stimulus bill? Check. Vaccines? Coming. Now comes the biggest tax hike in 30 years. Volkwagen has whipped several remedies for range anxiety. And GoPro’s stock has tripled in 6 months because the latest GoPro product is anti-GoPro. $VWAGY $GPRO Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
17 Mar 202117min
“Breathe in the Stoxygen” — Stripe’s $95B. Tinder’s background check. Airline’s crystal ball.
America’s biggest startup just got bigger, sucking up all the stoxygen in the room. Tinder just made its 1st ever investment in a non-profit so you can background check Brad pre-brunch. And 1 day in March tells us about the whole year for airline stocks — it’s the closest thing we’ve got to a crystal ball. $MTCH $DAL $AAL Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
16 Mar 202119min
“We made the 1st ever podcast NFT” — LEGO goes norm-core. Netflix ends password sharing. Coupang out-Primes Prime.
LEGO is winning the toy world by going hardddd into normcore. Netflix is testing tech that prevents you form using someone else’s password. And the biggest IPO of 2021, South Korea’s Coupang, is actually the biggest innovator in ecommerce. $CPNG $NFLX Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
15 Mar 202116min
“Risk life, deserve Twizzler” — Adidas jumps on Peloton. AMC gets rich. Johnson & Johnson is Batman.
Turns out Adidas wants to be like Nike (and it’s also getting a Peloton). AMC’s sales have plummeted 90%, but it found $300M in cash under its seats. And Johnson & Johnson’s latest vaccine movies reveal it’s actually Batman. $ADDYY $AMC $JNJ Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork Want a shoutout on the pod? Fill out this form: https://forms.gle/KhUAo31xmkSdeynD9 Got a SnackFact for the pod? We got a form for that too: https://docs.google.com/forms/d/e/1FAIpQLSe64VKtvMNDPGSncHDRF07W34cPMDO3N8Y4DpmNP_kweC58tw/viewform Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
12 Mar 202118min
