👻 “The Ghost of Blockbuster” — RedBox’s couch potato. Amazon’s elf strategy. Lovevery’s $800M baby.
Remember DVDs? Disc legend RedBox just went public because it’s discovered the ultimate American couch potato. Lovevery hit an adorable $800M valuation because its baby box is the future of the subscr...
29 Okt 202118min
👗 “Gucci look, Fucci price” — Rent The Runway’s BFF IPO. The Billionaire tax. McCocaKraft’s money trick.
Rent The Runway shares fell on their 1st day of trading, but the real story is how RTR is dependent on your BFF. McCocaKraft isn’t 1 company, it’s 3 — McDonald’s, Coca-Cola, and Kraft-Heinz all just t...
28 Okt 202117min
🕹️“A video game team... stock” — FaZe Clan’s eSports. Spotify’s hub-tastic plan. Facebook’s 2 threats & 1 weapon.
Spotify’s earnings are today, but we think the bigger story is their new merch store… because Spotify could create the 1st true hub for the Creator Economy. FaZe Clan is taking their eSports team publ...
27 Okt 202119min
🏈 “Tom rents a Tesla” — Hertz’s cookie deal. Walmart’s Bitcoin ATM. 23andMe’s personalized DNA.
Hertz teamed up with Tom Brady and Tesla for one of the biggest electric car deals ever. Coinstar’s coin counters are hitting 200 Walmarts to become the Bitcoin ATM for the people. And 23andMe wants y...
26 Okt 202118min
💋 “PinPal” — Spanx’s $1B. PayPal’s Pinterest. Maersk & Crocs sitting in a tree, S-H-I-P-I-N-G.
The shocking couple that’s potentially dating right now is PayPal and Pinterest because PayPal wants to create a “Super App.” Spanx just sold for $1.2B, but Kim K is dressed to play. And the whole shi...
25 Okt 202118min
🟠 “Huge” — Trump’s SPAC. WeWork’s Batman. Tesla’s ca$h money.
We just got the 1st ever stock chaired by a former US president… and it jumped 350% on Day #1. Two years after it canceled its IPO, WeWork just went public thanks to what Alfred told Batman. And Tesla...
22 Okt 202120min
🐙 “The Tragic Kingdom” — EA’s FIFA breakup. Netflix’s squid game(s). Ulta Beauty’s journey.
EA Sports got dumped by FIFA, so it’s planning the unthinkable: FIFA without FIFA. Ulta Beauty stock dropped 12% because when you leave Ulta, you get in your car, and you go on TikTok. And Netflix’s e...
21 Okt 202119min
🍕 “The greatest streak is over” — Domino’s era ends. Apple’s Dr. AirPods. Instacart’s smartest cart.
Our favorite streak in Wall Street history ended as the era of Domino’s domination closes. Instacart just made its biggest acquisition ever: It’s a shopping cart so smart you’ll think it’s a Tesla. An...
20 Okt 202117min
