“A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial.
Ben & Jerry’s owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know you’re not showering). Raytheon snags a nuclear-tipped stealth cruise mi...
24 Apr 202018min
“Chipotle is an internet-first burrito factory” — Netflix’s hoarding strategy. AT&T’s triple-whammy. Chipotle’s eLeadership.
Netflix’s corona-conomy subscriber surge wasn’t a surprise — what shocked us was how much (and whether it can last). AT&T’s earnings report confirms our Snacks takeaway from a month ago: It’s facing a...
23 Apr 202018min
“Plant-based sleepover at Starbucks China” — Beyond Meat and Oatly head to China. Local News’ 2 options to survive. DuPont’s diversification pivot.
Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging out at Starbucks’ house there. Local news is feeling more financial pressure than ever as local ads d...
22 Apr 202018min
“Pasta vs. Oil” – Uber’s unicorn contract. Oil’s historic 200% plummet. Mobile gaming 2.0.
We noticed Uber snagged a nearly $1B government contract that no one is talking about. The price of a barrel of crude oil was $140 when we were in college — and it just plummeted 200% in one day to co...
21 Apr 202018min
“Zuck cancels his Libra moon-landing” — AMC theaters’ expiration date. Gilead’s corona-cure bet. Facebook’s cryptocurrency 180.
The most refreshingly ambitious project of the next decade should’ve been Facebook’s Libra cryptocurrency, but now it just looks like a weird version of Venmo. AMC theaters stock surged 31% after show...
20 Apr 202017min
“Amazon cancels Mother’s Day” — Blue Jeans “One & Only” product. BlackRock tiny fee = huge profits. Amazon’s killing its best sales tricks.
While you were mid-Zooming, rival Blue Jeans was just acquired by Verizon — but we hope it can stay focused on being a “one and only” business. Amazon’s new strategy is all about reversing its old one...
17 Apr 202016min
“Congrats, you now own part of an airline” — Apple’s $399 iPhone shocker. Aaptiv is “the Spotify of Sweat.” Our $25B airline bailout.
Apple decided to announce a new iPhone, but the surprise is in the pricing strategy. The airlines finally got their $25B government bailout, and that means you’ll own part of Delta, United, JetBlue, a...
16 Apr 202019min
“Roku — The People’s Champ of streaming” — JPMorgan is Paul Revere. Thrasio’s 43 Amazon-trepreneurs. Roku is 44% of America.
Big bank earnings season just kicked off, and JP Morgan is yelling a bankruptcy warning throughout the land. The Streaming Wars are enjoying primetime love, but Roku’s latest numbers prove it’s truly ...
15 Apr 202016min
