“Barbie looooves Zoom” — Mattel’s anti-screen bump. L’Oreal’s athleisure skincare. Redfin’s real estate future.
Shares of Mattel surged 12% because iPad is out, Barbie is in. L’Oreal sales rebounded as it’s inspired by what Budweiser’s doing. And Redfin’s CEO made a bold call about real estate in 2021, so we’re...
26 Okt 202018min
“Gone in 60 Quibis” — Streaming Wars’ victim #1. Venmo’s $13K Bitcoin. Goldman’s $5B Malaysia trip.
Just a few Quibis after launching, billion-dollar streaming startup Quibi is shutting down — we’ve got the autopsy. Bitcoin popped to $13K for the first time in 3 years after PayPal announced it’s com...
23 Okt 202020min
“First ever Charge Chugger” — GM’s eHummer. Snap’s lucky quarter. Netflix’s inflexion point.
General Motors has taken the most unsustainable car every — the Hummer — and made it electric. Snap’s stock surged 28% because in-between moment content is having a moment. And Netflix fell 7% because...
22 Okt 202016min
“GO O GL E” — Break it up? SpaceX’s other cloud. P&G’s 15-year best.
The Justice Department just slammed Google with the biggest antitrust monopoly case since the ‘90s. Elon Musk’s SpaceX nails a new partnership with Microsoft to handle cloud computing… in outer space....
21 Okt 202018min
“Pivot to puppies” — The Dodo’s pet insurance. Halliburton’s oil shovel. Walmart app-ifies its aisles.
Partially-owned by publicly-traded Discovery Inc, The Dodo is known for adorable 3-minute cat videos — but now it’s launching pet insurance. Energy legend Halliburton is selling shovels to an oil gold...
20 Okt 202018min
“$140M to Airbnb that Mercedes” — Getaround’s mega-round. FuboTV’s IPO. Amazon’s (Anti) Prime Day.
Getaround snags $140M in fresh funding to Piggyback Pop off Airbnb… but for your car. Fubo just IPO’d so we’re looking at the littlest streamer out there. And the winner of Amazon’s epic/delayed Prime...
19 Okt 202017min
“Facebook thinks it’s a telephone line” — Nio’s 1,000% jump. Sleep Number’s anti-Casper pivot. Twitter/Facebook’s Section 230 moment.
Shares of Nio (the Tesla of China) have subtly surged 1,000% since March because it’s made a lifestyle brand out of a glorified battery. Twitter and Facebook just faced their biggest ever test about w...
16 Okt 202018min
“That’s a $111M chicken wing” — Pilgrim’s Pride’s chicken-fixing. Uber’s pet unicorn. BlackRock’s hedge.
Thursday’s the new Friday. And Pilgrim’s Pride just dropped millions to settle a chicken price-fixing lawsuit that reminds us of Big Tech. Meanwhile, Big Banks kicked off earnings season, but we’re mo...
15 Okt 202016min
