
âPure-play Avocado stockâ â Mission Produceâs toasted IPO. Etsyâs crafty surge. 2020âs most important Jobs Report.
The most important Jobs Report of the year is really Americaâs economic report card. Etsy shares have nearly tripled this year because itâs figured out something crafty that Amazon hasnât. And Mission...
5 Okt 202017min

âRum and Coke, hold the Cokeâ â Pepsiâs liquor thirst. Bed Bath & reBound. Himsâ public prescription.
Pepsi is thinking about entering the alcohol biz â but thatâs way more complicated than fermentation. Telemedicine innovator was the 2nd fastest company ever to become a unicorn, but now itâs SPACing ...
2 Okt 202016min

âJon Snow wears wolf, Gen Z wears Gooseâ â Canada Gooseâs restaurant bump. Disneyâs firing paradox. Asana/Palantirâs Direct Listing Day.
Canada Goose shares jumped 8% yesterday because if youâre gonna eat out this winter, youâre going to bundle up in Goose. Disneyâs firing 28K workers, yet its stock keeps rising. And Happy Direct Listi...
1 Okt 202016min

âHoooooow convenientâ â Blackstoneâs climate/profit pledge. Stitch Fixâs unraveling. Beyond Meatâs Walmartification.
Stitch Fixâs personal styling biz was already slowing - now Amazonâs doing the same thing. Beyond Meat shares surged 9% because this deal with Walmart is way more than just a deal with Walmart. And Bl...
30 Sep 202016min

âThou art fit and properâ â Uberâs London trip. Rokuâs home theaterization. ShipBobâs anti-Amazon Alliance.
Uber stock jumped 3% on a ruling in London that we think begins Uberâs new era. Roku is thinking 6-months ahead about your entertainment needs, so itâs turning your streaming TV into a streaming movie...
29 Sep 202015min

âAmazonâs $250 aerial Rottweilerâ â Amazonâs home security drone. Vail Resortsâ snow report. Squareâs Cash App-titude.
Vail Resortsâ is fighting climate change long term, but could surprisingly thrive this COVID ski season. Squareâs stock jumped 12% last week because Cash Appâs network effects arenât getting enough lo...
28 Sep 202015min

âAir Force 1 is 38 years oldâ â Nikeâs sneaker moment. Spotifyâs Hollywood repackage. ChargePointâs electric shovel.
Shares of Nike popped 10% thanks to its retro sneakers, which are still the profit puppy. Spotify wants to repackage its podcast audio content into movies/TV. And ChargePoint plans to go public since ...
25 Sep 202017min

âElonâs 3 year hypeâ â Teslaâs un-Tesla Battery Day. GoodRXâs IPO prescription. General Millsâ innovation renovation.
Elon announced⊠big goals at Teslaâs Battery Day. And Teslaâs stock dropped because we didnât see the Elon we were expecting. GoodRX shares popped 53% on IPO day because itâs the expedia.com of prescr...
24 Sep 202018min






















