“Married or your money back” — Match’s dating lab. Scotts Miracle-Gro’s cannabis. Harley-Davidson’s ride-leisurewear.
Match’s experiments with Tinder in Japan reveal the dating legend’s true competitive advantage. And Scotts Miracle-Gro’s stock doubled because it’s focused on lawns and cannabis. And Harley-Davidson s...
4 Feb 202115min
“Amazon’s 2nd puberty” — Bezos quits. Uber’s $1.1B Drizly drank. Why GameStop stock halted.
Jeff Bezos is stepping down as Amazon CEO because of 1 word: “yawn.” Uber splurges $1.1B for Drizly’s booze delivery because there’s an alcohol arbitrage opportunity. And GamesStop’s stock re-pop drop...
3 Feb 202117min
“How ya like dem Apples?” — Short-selling’s Matt Damon moment. Nintendo’s 13-year record. Nike’s artful Zucking.
WallStreetBets just used American Airlines stock to get back at shorting hedge funds (we’re getting Good Will Hunting vibes). Ninendo enjoyed its best quarter in 13 years, but we think it needs to pul...
2 Feb 202118min
“How the money pipes work” — A stock brokerage’s plumbing. Levi’s kills slim-fit. WeWork’s ReWork.
We’re jumping into the pipes deep within the financial system: Breaking down the plumbing on why brokerages broke down last week. Levi’s is killing slim fit, joining The Comfort Economy, and going int...
1 Feb 202117min
“More change in 1 year than 50” — r/wallstreetbets’ day 3. GM’s Netflixification. Facebook’s awkward Apple.
We don’t usually cover a story 3 days in a row, but this is different: We’re looking at how r/wallstreetbets made the industry uncomfortable. General Motors is going 100% electric by pulling a move st...
29 Jan 202116min
“You too, Tootsie?” — Tootsie Roll’s cyberbulling. Apple’s TBOY. Starbucks’ reimagining.
Fresh after cyberbulling (not cyberbullying) powered up GameStop’s stock, we’re looking at its moves on Tootsie Roll and AMC. Apple didn’t just have its best quarter ever… it had its best quarter in g...
28 Jan 202117min
“It’s Cyber-bulling (not Cyber-bullying)” — Beyond Meat’s soda friend. Reddit’s stock pop. Johnson & Johnson’s tortoise vax.
Beyond Meat surged 20% on word it’s partnering up with Pepsi. Reddit’s driving Gamestop, BlackBerry, and Bed Bath & Beyond stocks through “Cyber-bulling” (not cyber-bullying). And Johnson & Johnson we...
27 Jan 202116min
“You, me, some guy, and Oprah” – Clubhouse hits $1B. Latch’s public key. WWE’s micro-stream fail.
Clubhouse has become the only unicorn you can’t see, only hear. Latch is going public to open your door (literally), but the money is in the software. And we’ve got the 2nd failure of the Streaming Wa...
26 Jan 202118min
