“The greatest deal that never happened” — Pinterest’s rejection. Universal’s secret profit puppy. Goldman’s $1K club.
It’s the greatest deal of the year… that never happened: Apparently Microsoft tried (and failed) to acquire Pinterest (so we’ve got a plan for them). Goldman Sachs drops its minimum to become a client...
17 Feb 202117min
“FantaZillowing” — Zillow’s dating app. Fluor’s nuclear (stock) option. Disney’s athleticism+.
Zillow owns so much of the homebuying relationship, we think you should compare it to Match Group. Fluor knows nuclear plants are ridiculously expensive, so it’s whipping up a mini version that could ...
16 Feb 202116min
“Bumble pulls an Oprah” — Bumble’s IPO. Clubhouse’s Black community. Archer’s flying robo-taxi.
Women-first dating app Bumble pulled off the double-double IPO before Valentine’s Day (but don’t call it a dating app). Clubhouse gets Kanye on-board, but we’re looking at its earliest Black community...
12 Feb 202118min
“UNO...the card game…the movie” — Mattel’s 25 schmoovies. Twitter’s DIY blitz. GM’s $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 we’re focused on the 5 acquisitions it’s made in 60 da...
11 Feb 202116min
“r/Reddit$6Billion” — DoorDash’s 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 we’re about to get another stimulus, but i...
10 Feb 202116min
“1 Bitcoin = 1 Model Y” — Elon’s crypto-for-cars. Hershey’s s’mores surge. Target’s $1B yoga pants.
Elon wants to trade cryptocurrency for Teslas, popping Bitcoin’s price above $45K. Hershey’s gets some investor love before Valentine’s Day thanks to the great s’mores surge. And Target’s athleisure b...
9 Feb 202117min
“Canada Goose + Yeti + Resto Hardware" — The Goose’s strategic uniform. Snapchat’s augmented everything. 23andMe’s 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 it’s betting on AR to make more money. And 23andMe is...
8 Feb 202115min
“The 1st pureplay Super Bowl stock” — Apple’s iCar. Wingstop’s stock pop. End of the S.U.M.O.
Apple and Kia just took their biggest steps yet to make iCar a thing: It’s not a First Mover, it’s a Second Shaker. Wingstop’s stock popped because chicken wing prices are living their best lives for ...
5 Feb 202116min
