“TSA for Adele” — Live Nation’s 2021 strategy. Sonos’ niche need. Ford’s subscripturation.
Live Nation’s sales plummeted 95%, so it’s already got a plan for your summer 2021 concert game. Sonos’ latest product unveil has us thinking they should find their niche. And Ford’s newest electric v...
13 Nov 202018min
“Lyft is worth only 1 Lyft” — Apple’s horizontal dominance. Hopin’s $125M. Lyft’s non-moment.
We’ve been thinking it for weeks, but now that Lyft’s reported earnings we’re just gonna say it: Lyft hasn’t done anything this year. Apple’s “One More Thing” event shows that it’s not only vertically...
12 Nov 202019min
“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
