💎 “She went to Jared’s” — Rocksbox’s Zoom bling. China’s digital currency. Booking’s awkward quote.
Jewelry legend Signet just acquired Rocksbox because it can turn 1 diamond into an infinite transaction. The Booking CEO just dropped a quote that’s extremely painful for every airline stock. And Chin...
7 Apr 202117min
✅ “Master Plan (done)” — Tesla’s new competition. Dick’s House of Sports. Chief Woke Officer 2.0.
Tesla just delivered more cars in the last quarter than it ever has — but it produced 0 of its most expensive ones. Georgia’s voting law situation reveals that the non-partisan CEO is out of a job. An...
6 Apr 202119min
👯♂️👯♂️ “Zuckings everywhere” — Coursera’s IPO lesson. Microsoft’s Iron Man deal. Clubhouse’s zuck-tastrophe.
EdTech icon Coursera jumped 25% after going public, but we noticed 1 word mysteriously missing in its IPO paperwork. Microsoft just snagged a $22B augmented reality deal with the US Army that we’re ca...
5 Apr 202117min
🇬🇧 “Less Hermione, more Ron” — Deliveroo’s stock drop. Apple’s record label move. Walgreens’ profit puppy.
So are vaccines a profit puppy? Walgreens’ stock just jumped 4% because vaccines are the first ever twin profit puppy. Apple just whipped out its checkbook to invest in a startup killing the record la...
1 Apr 202115min
🤑 “Wait, there’s no Bitcoin emoji?” — PayPal’s brunch test. The Athletic’s Axios crush. Big Wind’s new world.
You can buy that latte with Bitcoin today after PayPal just did its mainstream crypto dance. Newspaper disruptors The Athletic and Axios have a crush on each other that may blossom into a media SPAC m...
31 Mar 202117min
👑 “Where’s the Dothraki roller coaster?” — HBO’s Game of Missing Thrones. JetBlue’s platform problem. 1 whale crushed stocks.
If your stocks fell on Friday, there my be 1 person to blame (but seriously). HBO Max snagged the Game of Thrones creator for a multi-year-multi-million-dollar deal. And JetBlue’s tired of just airpla...
30 Mar 202117min
🧟 “The Shaq SPAC” — WeWork’s ReRise. ThredUP’s IPO outfit. Nike’s China erasure.
A year and a half after its IPO died, WeWork is going public (with help from Shaq), but we think it’s a VC bailout. ThredUP jumps 43% at its IPO while tossing the wellness trend on fashion. And Nike f...
29 Mar 202116min
🍝 “We spat out our marinara” — Olive Garden’s record high. Pacaso’s (Millennial) 2nd home. Suez Canal’s big number.
Olive Garden’s owner is at a record high, but there’s more lasagna layers to the numbers. Pacaso just became the fastest ever US company to become a unicorn by making your 1st home your 2nd home (or a...
26 Mar 202116min
