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
âThe anti-Amazon rebel allianceâ â Shopifyâs new shopping app. High Times, the weed chain. Trolls change movie math.
Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chain of 13 cannabis dispensaries. The new Trolls sequal wasnât just adorable â its direct-to-streaming pivot may change movie industry math forever. 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.
29 Apr 202016min
âHey Instacart, change your whole biz modelâ â Nestleâs pet passion. VW goes back to work. Instacartâs 1st profit decision.
All your grocery delivery powered Instacartâs 450% growth, so weâve come up with a plan for their first profit. Volkswagen decided to reopen the worldâs biggest car factory, but itâs got a chicken/egg problem. And Nestleâs earnings reveal more about pets than they do about humans â an accelerated trend. 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.
28 Apr 202018min
âOpposite Day at Dominoâsâ â PPP + $320B + shaming. DraftKings goes public. Dominoâs is better in Corona-conomy.
If you were impressed by Chipotleâs surge in online sales, youâll be blown away by Dominoâs. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded companies are about to get shamed over it. And sports betting app DraftKings decided, âwhat the heck, letâs go publicâ â even though there are literally no live sports to bet on right now (except Russian table tennis). 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.
27 Apr 202018min
