🪳 “Papa Roach” — Rentokil’s $12B pests. Samsara’s dumb IPO. The Fed’s hydration.
The pest industry is living its best life, so we’re getting the biggest pest control acquisition in history. Samsara just IPO’d to make your dumb business things smart. And we think the Fed’s biggest ...
16 Dec 202118min
🦕 “Tri-Pegasaurus Rex” — Apple’s $3T winds. Casinos are #1 in 2021. Kellogg’s strikes back.
Apple is an emoji away from a $3 trillion valuation, so we’re looking at how it gets to $4 trillion: A car and a headset. Physical casino had their best year in the US ever — how? And with the the res...
15 Dec 202120min
👑 “Technoking of the Year” — Elon is Time’s POY. Pinterest’s prediction power. Booster’s profit booster.
Pinterest’s Annual Prediction Report is a powerful trend crystal ball… what gets searched for in Pinterest this year becomes reality next year. We just got the 1st major update on how booster shots pr...
14 Dec 202119min
💋 “Sex & The Pely” — Vail Resorts’ price powder. Peloton’s Sex & The City sitch. Costco’s membership profits.
Spoiler: The latest “Sex & The City” series dropped Peloton stock to its lowest point in 18 months. If you’re a skier or boarder you already know the Epic Pass is 20% cheaper this year… but you may no...
13 Dec 202119min
🦜 “The End of the Pandemic” — Margaritaville’s parrot cruise. Starbucks’ barista union. JPMorgan’s huge prediction.
Boldest prediction yet for the New Year: JPMorgan says 2022 is when the pandemic ends. Parrothead Jimmy Buffett is taking on the 2 big cruise companies because Margaritaville is the OG unicorn Creator...
10 Dec 202119min
🙊 “Shhhhhh” — Apple’s (alleged) secret deal. Wonder’s fancy food van. Cloud is the new oil.
Why is Apple the most successful US company in China? Surprise: A secret $275B deal Apple signed with China, according to a new report. Wonder is remixing food trucks up the value chain by scaling Bob...
9 Dec 202118min
🐯 “MrBeast vs Squid Game” — Trump’s SPAC updates. MrBeast’s re-creator vid. Electric charger highway
Former President Trump’s new “Truth” SPAC is 1 month old and just snagged its 1st SEC lawsuit. YouTube sensation MrBeast just recreated all of Squid Game and got more views than Netflix. And 50 power ...
8 Dec 202120min
💿 “Adele venmo’d you” — Spotify Wrapped’s data transcendence. DoorDash’s 15 minutes. China’s conscious uncoupling.
You’ve seen your buddies’ Spotify Wrapped fill your Insta Stories because Spotify’s annual tradition transcends the greatest debate in tech. DoorDash is jumping into the #1 startup theme of 2021: 15-m...
7 Dec 202120min
