âHow to lose a $2.9B guy in 90 daysâ â Uber acts like McConaughey. Tinderâs corona-conomy DTR. The worst jobs report ever.
Uber stock rose 18% last week despite an earnings report soaked in blood. Matchâs earnings reveal how Tinder has fallen behind, but itâs trying to make it up to everyone with video chat and trivia. And the worst monthly jobs report ever has us comparing whatâs happening in the actual economy with whatâs happening on Wall Street (spoiler: totally different). 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 Maj 202016min
âPeloton, youâre probably too lateâ â Costcoâs worst-in-a-decade. Nintendoâs game drought. Peloton pops another 16%.
Peloton is now worth twice as much as Planet Fitness, so weâre looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and itâs about to face the family budget gauntlet. And Nintendo profits surged 41% last year, but itâs struggling to develop more games while working from home. 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.
8 Maj 202017min
âDisney+ > Canadaâ â Beyond Meat democratizes itself. Pinterest is pre-commerce. Disneyâs just too big.
Disneyâs so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meatâs goods are so expensive, it just made a profit â but probably shouldnât have. And weâre looking at Pinterest shares, which plummeted 12% because investors are wondering when your escapism pinning will make them some money. 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.
7 Maj 202016min
âA stock surge recipeâ â Uber drops Limeâs valuation 79%. NBC vs. Streamingâs Achilles heel. Wayfairâs stay-at-home wins.
Uber splurges $170M into Lime â Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the industryâs Achilles heels. And Wayfair stock has surged (get this) 580% (no joke) in just the last month (seriously), so weâre looking at the signs from back in March that this could have happened. 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 Maj 202016min
âJ. Crew returns itselfâ â Quibiâs real life drama. Berkshire Hathawayâs 1st public mistake. J. Crewâs bankruptcy style.
Berkshire Hathawayâs annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. J. Crew became the 1st big national retail brand to file for bankruptcy, but weâre not blaming the corona-conomy. And Quibiâs facing a legal drama that they could probably turn into a Quibi show. 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 Maj 202019min
âCOVID-19 â an Act of Godâ â Amazon trades profits for PR. Victoriaâs Secretâs asterisk. Cloroxâs surprising surprise.
Amazon shares dropped 8% after CEO Jeff Bezos told the world heâs just not into profits right now. Victoriaâs Secret was supposed to be acquired by a private equity firm this week, and itâs all coming down to one dramatic line in legalese. And Cloroxâs earnings report didnât shock us â but its implications on a fad versus a trend did. 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 Maj 202018min
âElon goes full Kanyeâ â Teslaâs surprise profit/outburst. Microsoftâs Zoom killer. Figmaâs $2B app blueprints.
Teslaâs profit surprise got overshadowed by Elonâs anti-everything rant, so weâre comparing him to Zuck. Microsoftâs sales surprised investors, but we noticed its passive aggressive ripping on a new enemy. And behind-the-scenes app design software Figma hits a $2B valuation, because softwareâs not eating the world, apps are. 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.
1 Maj 202018min
âEveryday is the weekend for Spotifyâ â Boeingâs $7B cash burn. Streaming Trolls (our sequel). Spotifyâs earnings insights.
We listened in on Spotifyâs earnings â shares jumped 12% even though youâre not commuting and now love audio meditation. Boeingâs earnings update is a case study in how cash flow is a science, and cash burning is an art. And fresh after we told you Universal Picturesâ âTrolls 2â would change movie math, the movie theaters just responded with the most aggressive open letter weâve ever seen. 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 Apr 202018min
