🥳 “The Lassie of profit puppies” — Apple’s growth flip. Philip Morris’ self-loathing. Louis Vuitton’s handbag record.
Apple just told us that its iPhone business is literally as big as Costco. Cigarette-maker Phillip Morris just asked the UK government to ban… cigarettes. And the biggest company in Europe is now luxu...
28 Jul 202115min
🛍️ “Not PrimeCoin” — Amazon’s Bitcoin drama. Hasbro’s secret movie. Lucid’s semi-zucking.
Bitcoin just jumped 15% after a PFWTM mentioned that Amazon will accept Bitcoin and then launch its own crypto… but then everything changed at 4:55pm. Hasbro shares jumped 12% on My Little Pony love, ...
27 Jul 202116min
👙 “Airbnb for Pools” — Facebook’s “Metaverse”. Swimply’s pool play. Kim-Clark’s shrinkflation.
Facebook reports earnings this week, but the real story is that Zuck’s been building a Metaverse this whole time. Swimply just became the Airbnb for pools, and that’s kind of a problem for Airbnb. And...
26 Jul 202116min
🌯 “The $50 Billion Burrito” — Olympics’ money. Chipotle’s 2 lives. The Opioid $26B settlement.
The Olympics kick off today in Tokyo, so we’re looking at who actually wins the Olympics. Chipotle stock just hit a record high because it just discovered it’s actually 2 different restaurants. And we...
23 Jul 202120min
🤕 “Fail Fast and Make Things” — Tesla’s SuperChargers. Varsity Inc.’s payday. Twitter’s un-Zucking.
Tesla’s kept a profit puppy hidden from us the last few years… but now it’s giving it away to competitors? College athletes are about to profit off themselves, so we got off the bench to gameplan the ...
22 Jul 202118min
🎳 “El Duderino of the Pins” — Bowlero’s $2.6B. Peloton’s 1st video game. Moderna’s Arya Stark.
Peloton just announced a video game because it needs you to stay on the bike like Donkey Kong is forcing you to. The biggest bowling alley on Earth is going public because the casual athlete has becom...
21 Jul 202117min
💩 “Why stocks dropped big” — The Dow’s 700-point plummet. Tractor Supply’s chicken surge. Hero’s conversational commerce.
The Dow suffered its biggest drop of the year because the stock market narrative can change freakishly fast. Tractor Supply Company loves farmers, ranchers and chiclets (literally, lots of chickens) —...
20 Jul 202118min
✨ “We’re ensconced in velvet” — Soho House’s urban club IPO. Zoom’s translation deal. Fathom’s 3D revolution.
If you like working under a chandelier, then Soho House’s IPO has a Takeaway for you at its members-only club in Mykonos. Zoom just acquired a translation startup because it’s facing a 4-front war wit...
19 Jul 202118min
