“Crazy in love (on a bike)” — Beyonce’s Peloton deal. Spotify’s podcast puberty. Ulta Beauty’s Inception retail.
Peloton snagged a deal with Beyonce because Peloton is not in the industry you think it’s in. Spotify’s latest $235M acquisition is its most important yet, even if you’ll never listen to it. And Ulta ...
11 Nov 202021min
“Ronald McVegan” — McDonald’s McPlant-wich. Pfizer’s hero vaccine. Supreme’s $2.1B trick.
Markets surged on word that Pfizer’s latest vaccine is over 90% effective… but that means stock winners and some stock losers (sorry, Zoom). Just as Beyond Meat was about to announce earnings, McDonal...
10 Nov 202020min
“It’s Christmas for Candy” — Hershey’s 6% jump. Marriott’s profit surprise. Amazon zucks Airbnb.
Our favorite earnings report of the fall: The first post-Halloween candy earnings from Hershey. The entire travel industry is suffering right now… and yet Marriott whipped up a profit? And we noticed ...
9 Nov 202019min
“More election stock movers” — Tinder’s 6% pop. Nintendo’s Apple strategy. What else jumped/fell post-election.
It wasn’t just cannabis, sports betting, and Big Tech making moves after the election… we’ve got 2 more stock sectors shaking now. Match Group’s shares jumped 6% because Tinder powered through a pande...
6 Nov 202020min
“How the election affected stocks” — The post-election surge. Uber/Lyft’s Prop 22 win. A liquor legend’s moment.
We got you covered: Big Tech, gambling, and cannabis are the stocks making post-election moves. Uber and Lyft shares surged after winning the most expensive ballot initiative in California history. An...
5 Nov 202018min
“Earth’s biggest IPO is MIA” — Ant’s $310B ghosting. Reef’s $700M parking lot. The Right to Repair in Massachusetts.
Ant Financial is the biggest finance company on the planet that was ready for the biggest IPO on earth… until the Chinese Government got involved. Reef Technologies is trying to do something kind of W...
4 Nov 202020min
“Crocs won 2020” — Crocs’ 400% gain. Nestle’s $1B meal(kit). Exxon’s slow burn.
First of all, have you voted yet? No? Stop the show (we’ll wait)... Nestle just dropped $1B to buy Freshly because it’s a learn-cquisition. Crocs just whipped up a Justin Bieber collaboration as its s...
3 Nov 202020min
“The stocks on the ballot” - Presidential stock impact. Pinterest dudes. Spotify & Netflix’s price-punch.
We’re breaking down the stocks most affected by a potential Biden presidency and a potential Trump second term (now go vote). Pinterest shares popped as we noticed the rise of the Pin Dude. And Spotif...
2 Nov 202018min
