âšïž âApple failed at somethingâ â Walmartâs record. Starbucks treats itself. Appleâs subtle product unveil.
While it looks like nearly every stock has fallen, Walmart shares just hit a record high â we repeat: Record high stock price during this crisis. Apple just issued a subtle press release for new produ...
19 Mars 202020min
𧻠âToilet Paper hates your hoardingâ â Who wants to buy Lyft? $1 Trillion stimulus bill. TPâs front-loaded demand drama.
Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so weâre wondering who may buy it (the whole company). Toilet paper sales have surged for Kimberly Clark, but the front-loaded demand now m...
18 Mars 202019min
đŠ âGoogle would like your health data now, pleaseâ â Lulu, Nike, and Under Armourâs leadership. The Fedâs last bazooka. Googleâs COVID-19 moment.
To rescue financial markets from pandemic ruin, The Fed took drastic measures Sunday â but itâs already used up its major tools. To help people figure out testing for COVID-19, Googleâs deployed âProj...
17 Mars 202017min
#ïžâŁ âSlack â the not WFH stockâ â Ro goes full pharma. Market bulls & bears. Slackâs surprisingly weak WFH business.
Despite your work-from-home lifestyle right now, office IMâing service Slack announced a quarter that didnât live up to expectations, because work software habits take time. Direct-to-patient half-ico...
16 Mars 202017min
âïž âMidnight Blue Thursday (worst day since â87)â â The stimulus keg. LabCorpâs Baby Yoda moment. Direct-to-Consumer drama.
The worst day for markets since 1987âs Black Monday. Weâre looking at why the stimulus keg from the government didnât save stocks. Virus-testing company Lab Corp is now facing the moment itâs been wai...
13 Mars 202018min
đïžââïž âAppleâs secret personal trainer killerâ â Pepsi acquires Rockstar. Government bailout chatter. Appleâs anti-Peloton app.
Another wild market drop has us officially in a âbear marketâ, and thereâs chatter about a bailouts, so weâre looking at the last bailout and when/why they actually should happen. Pepsi splurged to bu...
12 Mars 202017min
𧔠âThe Stitch hit peak Fixâ â Dickâs bigger gun ban. Grove is a $1B tree-positive company. Stitch Fix plummets 25%.
Dickâs Sporting Goods used a tech-ish tactic to realize that its gun ban helped profits and its CEOâs values. Stitch Fix shares dropped 25% because the latest data shows its early adopters are losing ...
11 Mars 202017min
âïž âFlick the olâ Circuit Breakerâ â Why the market (literally) stopped for 15 minutes. NBCâs Snapchat breakup. Oilâs worst day since â91.
First we learned that Russia and Saudi Arabia are in a fight about oil markets â itâs caused the biggest drop in stock prices since 1991. Investors werenât thrilled (coronavirus drama + oil market dra...
10 Mars 202016min
