
âUNO...the card gameâŠthe movieâ â Mattelâs 25 schmoovies. Twitterâs DIY blitz. GMâs $2B mistake.
Barbie just enjoyed her best sales quarter in 6 years⊠Now Mattel is going full Disney with a whole new strategy. Twitter announced earnings, but weâre focused on the 5 acquisitions itâs made in 60 da...
11 Feb 202116min

âr/Reddit$6Billionâ â DoorDashâs robot salad. Hawk/Dove stimulus. Reddit valuation doubling.
Fresh after a 5-second Super Bowl ad, Reddit doubles its valuation to $6B. DoorDash just acquired a sushi and salad-making robot because it hates humans. And weâre about to get another stimulus, but i...
10 Feb 202116min

â1 Bitcoin = 1 Model Yâ â Elonâs crypto-for-cars. Hersheyâs sâmores surge. Targetâs $1B yoga pants.
Elon wants to trade cryptocurrency for Teslas, popping Bitcoinâs price above $45K. Hersheyâs gets some investor love before Valentineâs Day thanks to the great sâmores surge. And Targetâs athleisure b...
9 Feb 202117min

âCanada Goose + Yeti + Resto Hardware" â The Gooseâs strategic uniform. Snapchatâs augmented everything. 23andMeâs DNA SPAC.
Canada Goose shares surged because it had been forgotten by Wall Street. Snapchat collects less data on you than every other social media⊠because itâs betting on AR to make more money. And 23andMe is...
8 Feb 202115min

âThe 1st pureplay Super Bowl stockâ â Appleâs iCar. Wingstopâs stock pop. End of the S.U.M.O.
Apple and Kia just took their biggest steps yet to make iCar a thing: Itâs not a First Mover, itâs a Second Shaker. Wingstopâs stock popped because chicken wing prices are living their best lives for ...
5 Feb 202116min

âMarried or your money backâ â Matchâs dating lab. Scotts Miracle-Groâs cannabis. Harley-Davidsonâs ride-leisurewear.
Matchâs experiments with Tinder in Japan reveal the dating legendâs true competitive advantage. And Scotts Miracle-Groâs stock doubled because itâs focused on lawns and cannabis. And Harley-Davidson s...
4 Feb 202115min

âAmazonâs 2nd pubertyâ â Bezos quits. Uberâs $1.1B Drizly drank. Why GameStop stock halted.
Jeff Bezos is stepping down as Amazon CEO because of 1 word: âyawn.â Uber splurges $1.1B for Drizlyâs booze delivery because thereâs an alcohol arbitrage opportunity. And GamesStopâs stock re-pop drop...
3 Feb 202117min

âHow ya like dem Apples?â â Short-sellingâs Matt Damon moment. Nintendoâs 13-year record. Nikeâs artful Zucking.
WallStreetBets just used American Airlines stock to get back at shorting hedge funds (weâre getting Good Will Hunting vibes). Ninendo enjoyed its best quarter in 13 years, but we think it needs to pul...
2 Feb 202118min






















