👶 “1 week Baby Break begins… today”
Jack just dashed to the hospital with his wife to have their 2nd baby — So we’re taking a week off for Jack to dad-it-up with his family. Here’s our plan:- Friday 3/10: Bonus Interview Episode with th...
8 Mars 20233min
🍤 “The empathetic peel” — Chili’s shrimp turnaround. Ferrari’s bank robber. Train derailment profits.
Chili’s may be the most efficient business in America: Because its CEO put on the oven mitts and went into the kitchen (aka “Empathetic Efficiency”). Ferrari’s stock has jumped 50% in the last 6 month...
7 Mars 202321min
💳 “I only date Costco members” — Costco’s membership magic. Universal’s boy-band power. VinFast’s super-cheap car.
There are more Costco families in America than there are families with dogs… so everyone’s wondering what Costco is about to do to its annual Membership Club fee. Universal, the largest record label i...
6 Mars 202320min
🧃 “The Soda School of Business” — Pepsi’s ultimate MBA. Matthew McConaughey’s Salesforce. Shef’s $100M meal.
PepsiCo’s greatest export isn’t a liter of cola, it’s leaders of companies. Salesforce stock surged 12% despite one strange issue: This tech company is paying Matthew McConaughey $10M/year. And Shef ...
3 Mars 202322min
🌎 “Master Plan Part 3” — Tesla’s next big thing. A-Rod’s ticket journey. Instacart’s delicious endcap.
Elon Musk just unveiled his 3rd Master Plan for Tesla: Take over the world with electricity (spoiler: Electric airplanes). Instacart’s sales just surged, but not because of groceries… it’s thanks to d...
2 Mars 202320min
😴 “Snorlax wins” — Pokemon’s gamified sleep. Goldman’s un-techoning. Hims & Hers’ hype pills.
Pokemon is launching a video game you play while you sleep… because the $500B Sleep Economy is just waking up. Goldman Sachs just un-disrupted itself because it realized it’s not actually a tech compa...
1 Mars 202321min
🍕 “The Last of the Leftover Pizzas” — Domino’s delivery problem. Lime’s unprecedented scooter. Millennials’ worst debt yet.
Pizza stocks plummeted after Domino’s had its worst day ever because it’s the end of leftover pizza. The WSJ just reported that Millennials are adding debt faster than any other generation. The reason...
28 Feb 202320min
🐻 “Winnie The Pooh… but scary” — Disney’s IP Problem. Cash App’s Rule of 40. MolsonCoors’ beer pie.
The newest Winnie The Pooh movie is actually a horror movie — because Pooh no longer belongs to Disney. MolsonCoors was just told it can’t make fun of other beers, because beer companies play by house...
27 Feb 202318min
