“You, me, some guy, and Oprah” – Clubhouse hits $1B. Latch’s public key. WWE’s micro-stream fail.
Clubhouse has become the only unicorn you can’t see, only hear. Latch is going public to open your door (literally), but the money is in the software. And we’ve got the 2nd failure of the Streaming Wa...
26 Jan 202118min
“Disrupt the gas station” — Instacart’s pivot. Amazon Prime vaccine. EVgo’s gas makeover.
We saw a headline about Instacart over the weekend, but we rewrote a completely new one for them instead. To solve the vaccine crisis, we need Amazon Prime Vax. And EVgo went public because electric c...
25 Jan 202116min
“Feels like a Cult Stock” — Plug Power’s pop. Chobani’s ready-to-drank. Traveler’s chill mode.
Plug Power’s stock has surged 300% in 3 months, so we’re jumping in Snack Style. Chobani yogurt is ditching diary for the biggest 3 words in beverage: Ready-To-Drink. And Traveler’s Insurance tells us...
22 Jan 202117min
“A student debt bailout” — Netflix’s profit pawn. Birkenstock’s $5B comfort. 44M Americans.
Netflix stock just enjoyed its biggest jump in 5 years because content is king and profit is a pawn. Birkenstock may get acquired for $5B because comfort striking while the shoe iron is hot. And Stude...
21 Jan 202118min
“Every kiss begins with Jared’s” — Signet Jewelers’ Benchmark Brand. Goldman’s humble-brag. Impossible’s big hire.
The world’s biggest diamond seller tells us everything we need to know about jewelry on Earth right now. Big Bank Goldman Sachs just made a major humble-brag. And Impossible Foods’ new hire is why we’...
20 Jan 202119min
“She made the first IPO move” — Bumble’s IPO filing. Spotify’s car thing. Biden’s $1.9 Trillion energy shot.
Bumble’s New Year’s resolution was to go public, so we just jumped into its IPO paperwork. Spotify’s “Car Thing” is the secret gadget to know about. And we’re whipping up the most important numbers fr...
19 Jan 202118min
“GameStop isn’t Blockbuster” — GameStop’s 100% week. Poshmark’s IPO outfit. Computer chips’ wild moment.
Poshmark pulled off the double-double IPO, but we don’t think it’s really an ecommerce company. GameStop’s stock (say 5 times fast) surged 100% in the last week, so we’re looking at why it’s no longer...
15 Jan 202118min
“The power is in the plumbing” — Visa cancels Plaid. GM Teslafies itself. KB Homes’ backlog secret.
General Motors just did its best impression of Tesla (and it was good enough to pop the stock to an all-time high). We noticed 3 lines in KB Homes’ earnings report that tell us everything about the re...
14 Jan 202118min
