“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
“NFL + Nickelodeon + Slime'' — Zoom’s zWork. Viacom’s secret weapon. Walmart’s freaky fridge.
CBS just introduced the NFL and Nickelodeon for the perfect marriage of convenience. After surging 600%, Zoom’s stock has lost almost half its value, so we’ve got an idea for them. And Walmart just wh...
13 Jan 202118min
“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.
We’re facing a milestone in the shift to ecommerce: Ecommerce companies don’t want your returns anymore (just keep the socks). After a quick death, Quibi will be reincarnated… as Roku. And Cardtronics...
12 Jan 202119min
“Lick or Treat & Dogs-giving” — BarkBox’s $1.6B SPAC. Budweiser’s spiked lemonade. Social Media’s automation.
BarkBox goes public with a $1.6B SPAC because your dog can, in fact, suffer from subscripturation. Budweiser just launched a spiked lemonade, but it reminds us of the same growth strategy as Apple’s i...
11 Jan 202117min
“FOMOcoin” — Bitcoin’s FOMO-mentum. Bath & Body Works’ zen profit. Roblox’s tween stock.
Bitcoin doesn’t usually give us a reason for doing what it’s doing, but we’re breaking down its surge to $40K (spoiler: FOMO). Victoria’s Secret needs to change its name to Bath & Body Works. And Robl...
8 Jan 202118min
“Can we interest ya in a timeshare?” — Wyndham’s $100M mag. Electric Cars’ milestone moment. Georgia’s stock impact.
We just saw 5 big updates from across the world that reveal 1 thing: Electric cars are having a global milestone moment. Wyndham Destinations dominates timeshares, so we’re curious why it’s dropping $...
7 Jan 202118min
“World Fried Chicken War II” — Shake Shack’s unveil. Twitter’s pod-cquisition. Alibaba’s disappearing CEO.
Twitter just bought a podcast company — we think it could solve the #1 problem in podcasting. Shake Shack lost The Great Fried Chicken War of 2019, so it’s kicking off a new one for 2021. And Alibaba’...
6 Jan 202118min
“Got 99 problems, but payments ain’t 1” — Square’s Jay-Z desire. GE’s Obi-Wan Kenobi product. Discovery’s SharkWeek+.
Word that Jack Dorsey’s Square is talking to Jay-Z about acquiring Tidal isn’t the most shocking thing we’ve ever heard, now that we’ve digested it. General Electric’s stock has one great final hope: ...
5 Jan 202120min
