“Popped collars of TikTok” — Abercrombie’s influencers. Oscar’s bull case. Google’s burned cookies.
Abercrombie isn’t the company you think it is anymore (it’s a D’Amelio). Oscar Health’s stock dropped on its IPO day despite the freelancification of America. And Google is burning its cookies that st...
4 Mar 202117min
“Some dance to remember, some dance to forget” — Square’s Hotel California. One Medical’s line-cutting. Target’s optionality.
We’ve simply never seen numbers like what Target just served up. We’ve also got our 1st big case of a potential vaccine line cutter, dropping One Medical’s stock 15% in the last week. And Square is ho...
3 Mar 202117min
“Warren Buffett hates oat milk” — Oatly’s beyond playbook. Berkshire’s loss letter. Waste Management’s pure-play trash.
Legendary investor Warren Buffett’s legendary Investor Letter shows he lost last year. Oatly’s oat milk is going nationwide in Starbucks before its IPO: It’s the plant-based playbook. And Waste Manage...
2 Mar 202118min
“It’s a dirty saucy secret” – Domino’s confession. DraftKings’ $500M splurge. Carvana’s wild stat.
DraftKings reveals it’s dropped a whopping $500M in marketing to remind you to sports-bet with them. Carvana does online used sales — helps that used car prices grew 14% in 2020. And Domino’s shared a...
1 Mar 202117min
“Ice cream & 🐸” — GameStop’s 200% re-pop. Airbnb’s first earnings. The economy of missing things.
An ice cream tweet, a frog emoji, and a CFO.... We’re jumping in SnacksStyle to why GameStop’s stock just tripled in 24 hours. Airbnb whipped up its first ever public earnings report. And a new Execut...
26 Feb 202117min
“If LaCroix cans went public” — Snap’s maps. USPS’ coin toss. Ardagh’s double-trend wave.
Snapchat’s stock is at an all-time high, but the real story here is Snap Maps. The US Postal Service played kingmaker with 2 stocks. And fresh off of bottling your White Claw, Ardagh is going public v...
25 Feb 202115min
“The Godzilla of $$$” — La-Z-Boy’s upholstery. The RealReal’s surprise. Why tech stocks dropped.
We noticed 2 numbers in La-Z-Boy’s earnings that may signal the end of House Hype. The RealReal’s online fancy consignment may actually prefer selling clothes offline. And both our stock portfolios dr...
24 Feb 202115min
“The 5th Beatle” — Spotify’s Sgt. Pepper’s moment. Goodyear buys a spare. LinkedIn gigifies lawyers.
Spotify’s 1st investor event reminds us more of an album than a product launch. Cooper Tires surged 29% in the most important day for Ohio companies. And LinkedIn is reportedly launching a new marketp...
23 Feb 202116min
