đŸŽ·â€œInvest in Ja Rule” — Jukebox’s song stocks. Rivian’s DINK-mobile. Walmart’s early bird super delivery.
The Best One Yet8 Mars 2024

đŸŽ·â€œInvest in Ja Rule” — Jukebox’s song stocks. Rivian’s DINK-mobile. Walmart’s early bird super delivery.

JKBX is letting retail investors own a piece of their favorite songs, like Beyonce’s “Halo” — Because the SEC just approved Wall Street’s publicly-traded jukebox.

Rivian just unveiled a compact electric SUV, the R2, and surprised us with the R3 and R3X as well — Because the future of electric cars depends on creating “The DINK-Mobile.”

And Walmart just launched what we call “Early Bird Super Delivery”: 1-hour delivery if you order before 6am — Because great businesses don’t look at what will change, they look at what *won’t* change.


And look out for a special bonus pod this weekend: The Snooze Pod (The Sleepiest One Yet).


$RIVN $WMT $TGT


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Apple’s iPhone 11 day, Ford’s “junk” credit rating, and Next Door is the anti-Facebook

Apple’s iPhone 11 day, Ford’s “junk” credit rating, and Next Door is the anti-Facebook

Everyone’s looking at the new iPhone 11 unveiled at Apple’s big product unveil (spoiler alert: new colors), but we’re focused on its strategic moves with Apple TV+. Ford’s bonds just hit junk status, so we’re looking at the decade that led to this. And Next Door is our “Unicorn of the Day” for its latest fundraise and focus on accountability. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

11 Sep 201916min

Uber Freight’s $200M annual allowance, Starbucks’ 1st pick-up only store, and AT&T’s 23-page love/hate letter

Uber Freight’s $200M annual allowance, Starbucks’ 1st pick-up only store, and AT&T’s 23-page love/hate letter

Uber is already deeply unprofitable, but whipped up $200M to invest annually in its fastest-growing business: Uber Freight. Starbucks will launch its 1st pick-up only store in New York this fall, but it’s the early sign of American companies copying Chinese ones. And AT&T was smacked with a 23-page letter by a new major hedge fund investor, and it’s calling for huge change. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

10 Sep 201916min

Glossier’s growth hack, DocuSign jumps 22% on its gateway drug, and Beyond Meat falls 4% on fresh competition

Glossier’s growth hack, DocuSign jumps 22% on its gateway drug, and Beyond Meat falls 4% on fresh competition

Glossier just snagged a new COO from Amazon, highlighting the company’s growth hacking success. DocuSign surged 22% as the e-signature pioneer’s anti-friction strategy pays off. And Beyond Meat drops as plant-based protein competition kicks up four notches. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

9 Sep 201915min

Match drops 5% on Facebook Dating, WeWork’s valuation may get halved, and Slack’s “10M” problem

Match drops 5% on Facebook Dating, WeWork’s valuation may get halved, and Slack’s “10M” problem

Tinder-owner Match fell 5% on word Facebook’s new dating feature goes live, like, right now — even though Match already knew the competition was coming. Slack released its first earnings report since going public, revealing its next 10M users are harder than the 1st 10M. And WeWork may slice its valuation from $47B to about $25B before it IPOs because critics think its IPO paperwork is a “masterpiece of obfuscation.” Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

6 Sep 201916min

Aerie bralettes save American Eagle, Juul’s flavored e-cigs banned in Michigan, and Google’s $170M fine

Aerie bralettes save American Eagle, Juul’s flavored e-cigs banned in Michigan, and Google’s $170M fine

While American Eagles sales suffer, its Aerie lingerie brand is thriving — and it’s a perfect example of spinoff brands. Michigan became the first state to ban flavored e-cigarettes, just as Juul came out with “the strictest age verification system ever.” And Google was hit with a $170M fine that highlights the difference in targeted and non-targeted ads. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

5 Sep 201914min

Facebook tests ending the “like” counter, Ulta Beauty’s 30% plummet, and Brexit + Argentina problems

Facebook tests ending the “like” counter, Ulta Beauty’s 30% plummet, and Brexit + Argentina problems

A “reverse engineer” took it upon herself to investigate Facebook’s code — and she discovered the company toying with a “hide your likes” feature. Ulta Beauty dropped 30% last week, so we looked into why and found an insight in slide #9. And with deadlines quickly approaching, we break down the econo-political drama in Britain and Argentina. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

4 Sep 201916min

Walmart gets its M.D., WeWork’s acquires Spacious, and Dollar Tree & Dollar General’s Matrix-like tariff creativity

Walmart gets its M.D., WeWork’s acquires Spacious, and Dollar Tree & Dollar General’s Matrix-like tariff creativity

WeWork just acquired Spacious before its IPO, and the startup’s business model fascinated us. Walmart is stealthily testing out a new health center it could take nationwide. And Dollar Tree and Dollar General were about to be hit hard by tariffs — then they discovered 4 creative ways not to pay for tariffs. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

3 Sep 201915min

Amazon gets in with the Yankees, Forever 21’s bankruptcy, and higher minimum wages can save companies money

Amazon gets in with the Yankees, Forever 21’s bankruptcy, and higher minimum wages can save companies money

The Disney merging with Fox saga is officially over now that Disney sold YES Network
 partially to Amazon. Forever 21 is a fast-fashion founding father, but it’s reportedly going bankrupt (there’s another key F-word here: Fad). And Citibank and Panera bread both have minimum wage stories that will surprise you. Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

30 Aug 201914min

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