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Nick & Jack Studios
Feel brighter every day with our 20-minute pop-biz news podcast. The 3 business stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell. Formerly known as “Snacks Daily”, Nick and Jack continue their podcast independent from Robinhood.
“NFL + Nickelodeon + Slime'' — Zoom’s zWork. Viacom’s secret weapon. Walmart’s freaky fridge.
CBS just introduced the NFL and Nickelodeon for the perfect marriage of convenience. After surging 600%, Zoom’s stock has lost almost half its value, so we’ve got an idea for them. And Walmart just whipped up a freaky outdoor cooler to store grocery delivery when you’re not home — because it knows the secret to your subscription heart.
$VIAC $ZM $WMT
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18:4713/01/2021
“Non-Return of the Return” — Ecommerce *ends returns. Roku’s $100M Quibi reincarnation. Cardtronics’ ATM frenemy.
We’re facing a milestone in the shift to ecommerce: Ecommerce companies don’t want your returns anymore (just keep the socks). After a quick death, Quibi will be reincarnated… as Roku. And Cardtronics is the biggest chain of ATMs on Earth, but its greatest enemy is right now its greatest friend.
$ROKU $CATM
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19:3012/01/2021
“Lick or Treat & Dogs-giving” — BarkBox’s $1.6B SPAC. Budweiser’s spiked lemonade. Social Media’s automation.
BarkBox goes public with a $1.6B SPAC because your dog can, in fact, suffer from subscripturation. Budweiser just launched a spiked lemonade, but it reminds us of the same growth strategy as Apple’s iPhone. And automation is failing on social media platforms.
$BUD $STIC $FB $TWTR
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17:5311/01/2021
“FOMOcoin” — Bitcoin’s FOMO-mentum. Bath & Body Works’ zen profit. Roblox’s tween stock.
Bitcoin doesn’t usually give us a reason for doing what it’s doing, but we’re breaking down its surge to $40K (spoiler: FOMO). Victoria’s Secret needs to change its name to Bath & Body Works. And Roblox’s tween gaming is going public for 12-year-olds.
$RBLX $BTC $LB
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18:4608/01/2021
“Can we interest ya in a timeshare?” — Wyndham’s $100M mag. Electric Cars’ milestone moment. Georgia’s stock impact.
We just saw 5 big updates from across the world that reveal 1 thing: Electric cars are having a global milestone moment. Wyndham Destinations dominates timeshares, so we’re curious why it’s dropping $100M on a magazine. And we’re jumping into how the Georgia Senate runoff election affected all 4 big stock indexes differently.
$WYND $SBE $TSLA
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18:2607/01/2021
“World Fried Chicken War II” — Shake Shack’s unveil. Twitter’s pod-cquisition. Alibaba’s disappearing CEO.
Twitter just bought a podcast company — we think it could solve the #1 problem in podcasting. Shake Shack lost The Great Fried Chicken War of 2019, so it’s kicking off a new one for 2021. And Alibaba’s legendary founder was MIA because the #1 rule of doing biz in China: Don’t diss China.
$SHAK $TWTR $BABA
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18:2706/01/2021
“Got 99 problems, but payments ain’t 1” — Square’s Jay-Z desire. GE’s Obi-Wan Kenobi product. Discovery’s SharkWeek+.
Word that Jack Dorsey’s Square is talking to Jay-Z about acquiring Tidal isn’t the most shocking thing we’ve ever heard, now that we’ve digested it. General Electric’s stock has one great final hope: A fan that’s as big as the Empire State Building. And Discovery jumps into subscripturation, but it’s got the QQE recipe.
$SQ $GE $DISCA
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20:1005/01/2021
1st pod back: Our 3 big biz wishes for 2021
In our first pod of the year, we’re going digestible bold: Our 3 big business predictions for 2021… (it’s good to be back). DoorDash should acquire IHOP. Spotify, Netflix, and Peloton should team up for “The Anti-Apple-Alliance” $30/month bundle. And Uber and Airbnb should go from one thing to every thing.
Last year’s “Big Biz Wishes” episode:
- Apple: https://podcasts.apple.com/us/podcast/snacks-daily/id1386234384?i=1000460290975
- Spotify: https://open.spotify.com/episode/2inOZBtdlc8edLyibZwloT?si=fFHmoRNTTH-l6x06bDuEoA
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18:5504/01/2021
BONUS: “Year in Review” — The 3 biggest trends of 2020
Snacks Digested: We whipped up the 3 top trends from the last year.
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17:1328/12/2020
BONUS: “Best of 2020 Album” — Our 3 favorite stories from the worst year yet.
A special podcast: We whipped up ours and your 3 favorite stories from the last year.
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21:1521/12/2020
“To milk dip or not to milk dip” — Oreos’ secret squad. Map app madness. Stocking stimulus.
We’re looking at the strategy behind Oreos’ double-stuffed Lady Gaga Halloween limited edition Oreo. Amazon whipped up a new map app that says more about its real profit puppy. And we’re looking at the government stimulus that could drop in your stocking before Christmas.
$MDLZ $AMZN $GOOG
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19:5718/12/2020
“Zuck Team 6” — Facebook’s copycat team. Earth’s biggest (new) cannabis. StockX’s $2.8B sneaker.
Cannabis legends Tilray and Aphria are combining into the world’s largest pot company, but the real story is what they’re brewing. “Unicorn of the Day” StockX hit a $2.8B valuation because the rules of media apply to sneakers. And it turns out copycatting is so critical to Facebook that they’ve created a secret team of entrepreneurs… to Zuck or be Zucked.
$APH $TLRY $FB
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18:3217/12/2020
“Planet Fitness bleeds its own blood” — Kate Spade’s opposite day. Blade’s heli-SPAC. Planet Fitness’ trick.
Kate Spade and Coach shouldn’t be selling more handbags during a pandemic… yet they’re more profitable than ever. Planet Fitness whipped up an aggressive trick to not go bankrupt. We call it the “fruit fly strategy”. And Blade is the “Uber for helicopters” going public via SPAC — just as Uber is quitting helicopters.
$PLNT $TPR $EXPC
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18:3316/12/2020
“Instagram for your ears” — Zynga’s audio Words. FireEye’s hack-tastrophe. Apple’s creativity crusher.
After years of making mobile games for your phone, Zynga’s partnering up with Google Home for a completely new concept: Audio-only games. FireEye is supposed to protect the computers Fortune 500 companies… until it got hacked. And Apple just killed a TV series because San Francisco is the new Los Angeles.
$ZNGA $FEYE $AAPL $GOOG
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16:5515/12/2020
“The (New) Roaring 2020s” — Disney’s Shmovies. Restoration Hardware’s Gatsby earnings. Pfizer’s vaccine payday.
Happy Vaccine Day, Snackers… The first US vaccines shots could hit this afternoon, so we’re looking at Pfizer’s $19B payday. Restoration Hardware’s earnings report reads like a Gatsby novel because its stores expect a new Roaring 20’s. And Disney shares hit an all-time high thanks to a new strategy we’re calling “Shmovies.”
$RH $DIS $PFE $MRNA
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17:2514/12/2020
“2 stock Double Doubles” — DoorDash & Airbnb’s IPOs. Starbucks’ Return of the Routine. AT&T’s $66B mistake.
The 2 biggest IPOs of the last 2 years highlight 3 reasons we’re seeing so many companies go public right now. Starbucks’ Investor Day presentation revealed a completely new vision for your new coffee routine (spoiler: “Walk-Thrus”). And AT&T made a $66B mistake 5 years ago… so it’s fixing that this week.
$DASH $SBUX $T
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19:1011/12/2020
“The Un-zuckening” — Facebook’s InstaExit. McD’s toy drama. Quantumscape’s 40-year invention.
McDonald’s is facing its biggest fight of the year, and it’s because of… Happy Meals. Quantumscape’s stock jumped because it’s a patent puppy, not profit puppy. And Zuck’s being forced to sell Instagram and Whatsapp — we’re calling it the “ACDC” problem.
$QS $MCD $FB
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18:5110/12/2020
“Jack Daniel’s trilogies” — Brown-Forman’s blockbuster strategy. Stitch Fix’s 40% pop. Uber’s self-drive ditch.
Liquor legend Brown-Forman is borrowing a movie strategy for its top-shelf-ification of Jack Daniel’s. Stitch Fix stock surged 40% because it’s pulling a move straight outta Netflix. And Uber’s selling its self-driving biz… which completely changes our calendar of when self-driving actually arrives.
$SFIX $BF $UBER
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17:5909/12/2020
“Did you just double-dip that chip?” — Spotify’s little secret. David’s Bridal’s dress pivot. Cheesecake Factory’s fib.
Weddings are off, but David’s Bridal emerged from bankruptcy because weddings haven’t changed. We’ve got our 1st publicly-traded company charged with lying in the pandemic: Cheesecake Factory. And Spotify’s stock is up 20% in the last week… and Spotify’s app is up 20 spots in the App Store in the last week.
$CAKE $SPOT
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21:0508/12/2020
“WOOF or MEOW?” — Petco’s IPO. Nestle’s 2050 food fantasy. November’s Jobs Report.
Hey Chewy, turns out Petco is going public and it’s got its own profit puppy. Nestle just whipped up a 2050 plan to make zero greenhouse emissions… without affecting a drop of their earnings. And the November Jobs Report reveals how moms are hurt the most.
$WOOF $NSRGY $CHWY
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17:4507/12/2020
“They Macchiato’d a sugarplum” — Dunkin’s experiential thing. Microsoft’s eSports binge. Boeing’s stunt marketing.
Dunkin’ whipped up a color-changing drink and it’s the opposite of every other food chain’s strategy right now. Microsoft just acquired an ecosystem for eSports (still sad it couldn’t buy TikTok). And Boeing stock jumped 8% because stunt marketing works, whether you’re the Brooklyn Bridge or a tainted airplane.
$BA $MSFT $AAL
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17:1504/12/2020
“And the winner of the Slack-quisition is...” — Citibank’s unicorn hunt. Nasdaq goes woke. Slack’s $28B trophy.
Forget savings accounts — Citibank’s venture capital arm deserves your attention. Nasdaq whipped up a game changing new rule that requires your board have 1 woman and 1 underrepresented minority. And now that Salesforce’s acquisition of Slack is official, we dove into the numbers Snacks-style to figure out what comes next if you own Slack or Salesforce stock.
$NDAQ $C $WORK $CRM
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16:5103/12/2020
“BlackBerry’s back, alright” — BB’s 30% stock u-turn. Sephora’s Inception retail. Zoom’s shrinkage.
Instead of hibernating, BlackBerry’s turned from smartphones to smart cars… and its stock just shot up 30% on an Amazon partnership. Sephora heard our story on Inception Retail, so it’s whipping up its own store-within-a-store. And Zoom’s earnings continue to dominate the Year of Zoom, so we’re looking at why the stock fell 15%.
$BB $ZM $KSS $LVMUY $AMZN
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15:4702/12/2020
“I will protect this Peloton” — Under Armour’s shoe deal. Kustomer’s Facebook love. S&P Global’s $44B splurge.
Probably because they watched that Michael Jordan documentary, Under Armour is launching a Steph Curry shoe brand (but we’ve got a long-term solution for them). Facebook is reportedly dropping $1B for Kustomer because it’s the cherry on Zuck’s 2020 strategy sundae. And S&P Global whipped up the biggest deal of the year at a cool $44B.
$UA $PTON $FB $SPGI
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18:2401/12/2020
“Black Friday is dead (Cyber Monday too)” — The Great Pricing Reset. Slack’s slack-quisition. Pinterest’s secret school.
We’re gonna call it as we see it: Black Friday is dead, long live Cyber Daily. Pinterest is secretly working on a new project that we think is the future of education. And Slack put up its “Out Of Office” away message last week – but was busy trying to sell itself.
$PINS $WORK $CRM $FDX
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17:1230/11/2020
“Pop collars, pop stocks” — Abercrombie’s dirty secret. The Dow’s thirty-thow. Toast’s $8B steak knife.
Just in time for our last pod of the holiday week, the Dow hit 30K on word of a new Treasury Secretary’s signature. We jumped into Abercrombie & Fitch’s latest earnings, but discovered it’s not really Abercrombie anymore (literally). And DineTech company Toast is our “Unicorn of the Day”. After laying off off ½ of its staff in April, it’s back and just hit an $8B valuation.
$ANF $DIA
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17:4825/11/2020
“Needed more Lizzo juice” — Snapchat launches TikTok+. Reebok’s $4B fail. Warner Music’s muted money.
In the biggest social media launch of 2020, Snapchat zucked TikTok… but kicked things up nine notches (you’re not a viewer, you’re a voter). Adidas bought Reebok for nearly $4B 15 years ago and is now trying to sell it for a quarter of that (what happened?). And Warner Music Group is part Spotify, part Live Nation, part Coldplay.
$WMG $ADDYY $SNAP
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17:3224/11/2020
“Canal Street of the Internet” — Wish’s public desire. A Wonder Woman Christmas. Affirm’s overdependent IPO.
Circle the calendar (again) for December 25th: It’s the new Streaming-palooza, courtesy of Wonder Woman and HBO. Wish is IPO’ing because Amazon doesn’t feel enough like a TV gameshow. And Affirm is also going public because you hate credit cards.
$WISH $AFRM $T
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18:0923/11/2020
"1 app to rule them all" — Google zucks Venmo. TJ Maxx's final treasure hunt. GM's in-car-surance.
Google’s new finance app is straight up Venmo, with all privacy perks you expect from Google. TJ Maxx is 100% focused on the treasure hunt experience of physical shopping, but then yesterday happened. And General Motors realized it knows more about your driving skills than your insurance company does, which led to an idea...
$TJX $GOOG $GM
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17:3420/11/2020
“We’re in a Baby Bust” — P&G’s diaper problem. Tesla joins the club. Duolingo translates $2.4B.
When a pandemic means making fewer babies, Procter & Gamble has to adjust its diaper strategy (spoiler: fancy dipes). Tesla stock popped 20% this week because admittance to the S&P 500 club brings perks. And our “Unicorn of the Day” is Duolingo, which just hit a $2.4B valuation as the translation app tries to pull a Spotify.
$PG $TSLA
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17:1019/11/2020
“The stock ticker should be KEYS” — Airbnb’s IPO. Mars eats Kind Bars. Amazon launches an ePharmacy.
We jumped into Airbnb’s IPO paperwork Snacks Style… and they finally told us who their favorite child is. Candy legend Mars just bought Kind Bar because snacks spring eternal (meta). And if you noticed Walgreens stock fell, it’s because Amazon just whipped up an online pharmacy.
$ABNB $AMZN
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18:4018/11/2020
“We did a 5th thing...” — Casper’s 14% nightmare. Southwest’s frugal-ness. Asia’s epic trade deal.
Casper’s 14% stock drop reveals a self-inflicted weakness that’s been hidden for years. Southwest Airlines stock rose 2% because it’s pulling the opposite move of every other airline right now — expanding. And Asia’s huge trade deal covers 2.2B people & ⅓ of the Earth’s economic activity — but the USA is MIA.
$CSPR $LUV $PRPL
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17:3617/11/2020
“Dip, dodge, dive, duck, Doordash” — DoorDash’s IPO. Disney’s stock defiance. Google’s unlimited strategy.
We ordered some noodles and jumped into DoorDash’s fresh IPO paperwork… but there’s one problem that they mentioned 649 times. DisneyLand shut down, no new movies, and stores closed? Didn’t stop Disney stock from jumping after its earnings. And we’ve finally ID’d Google’s strategy to get you hooked: “The 5-year Free Unlimited.”
$DASH $GOOG $DIS
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20:1616/11/2020
“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 van isn’t really a van… it’s a freaky software your boss loves.
$LYV $SONO $F
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18:3013/11/2020
“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 integrating… it’s horizontally dominating. And Hopin is our “Unicorn of the Day” for snagging a fresh $125M to be the Zoom for events (but ultimately the Zoom for Zoom).
$LYFT $AAPL $INTC
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19:2812/11/2020
“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 Beauty’s quitting on malls to move into Target… which kinda turns Target into a mall.
$SPOT $ULTA $PTON $TGT
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21:1111/11/2020
“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, McDonald’s revealed its very own plant-based competitor: McPlant. And Timberland-owner VF Brands is splurging $2.1B on Supreme to streetwear-ify its social media sales game.
$MCD $VFC $PFE
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20:2310/11/2020
“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 that Amazon’s latest product is straight-up zucking Airbnb’s latest feature.
$HSY $MAR $AMZN
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19:4109/11/2020
“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 pandemic, and Hinge made a comeback. And Nintendo sales surged, but we’ve seen their Switch strategy before.
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20:3206/11/2020
“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. And since you probably poured yourself some top-shelf stuff Tuesday night, we’re looking at the latest update from Corona-brewing liquor legend Constellation Brands.
$UBER $LYFT $GRUB $STZ
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18:4905/11/2020
“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 WeWork-y, but with parking lots instead of glamorous offices. And The Right to Repair would hurt corporate profits, but help just about everyone else.
$BABA $AAPL
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20:4404/11/2020
“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 stock enjoys a 400% run since March. And for the first time ever, Exxon suffered its 3rd straight quarterly loss.
$CROX $XOM $NSRGY
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20:0003/11/2020
“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 Spotify and Netflix plan to hike prices because of media’s willingness-to-pay moment.
$PINS $SPOT $NFLX
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18:5802/11/2020
“The Barking Bundle” — Chewy’s tele-vets. Amazon wins Techageddon. The final pre-election GDP report.
Did ya feel that? Amazon, Apple, Google, and Facebook just announced earnings at the same exact time on the same exact day. Amazon was the Techageddon winner. Chewy is jumping into pet telehealth, so we’ve got a bold idea for them: “The Barking Bundle.” And we just got the final GDP report before the election, so we’re sprinkling on some context through Ford, GM, and Fiat-Chrysler’s earnings report.
$AAPL $AMZN $GOOG $FB $CHWY $F $VWAGY $FCAU
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19:3630/10/2020
“Tap tap tapppp it in (for $2B)” — Callaway’s Topgolf splurge. Tupperware’s 2,000% pop. First Solar’s puberty phase.
Topgolf was just acquired by Callaway for $2B because the Lazertag of golf is the future of golf. Back in March, Tupperware’s stock was trading at $1 — it’s surged 2,000% since then and just popped another 35% yesterday on your leftovers love. And First Solar is the biggest solar energy company in the US, but it’s going through a puberty phase.
$TUP $ELY $FSLR
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19:4129/10/2020
“Harley-Davidson’s done with Millennials” — HOG’s 22% surge. Postmates does everything. 3M’s 55K products.
Harley’s stock popped 22%, but we think its new business strategy is a short term sugar high. Post-It creator 3M has sold 1.4B facemasks this year, but the pandemic stock is down mid-pandemic. And Postmates has a new delivery strategy: Deliver Everything.
$HOG $MMM $UBER
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20:3828/10/2020
“$9B for 2 pumps of hazelnut” — Dunkin’s acquisition offer. James Bond learns from live sports. Big Banks squeeze you.
Dunkin’s stock jumped 16% on word it could go private… and we’re extremely skeptical of the deal. MGM is reportedly open to selling off James Bond to the highest streaming bidder, but live sports is a cautionary tale. And Big Banks just told us they’re getting squeezed, so we’re looking at how they’ll squeeze you to make up for it.
$DNKN $AAPL $JPM
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18:2227/10/2020
“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 looking at all the Housing stocks that are publicly traded.
$MAT $LRLCY $RDFN
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18:2526/10/2020
“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 coming to your Venmo. And Goldman Sachs has to pay out $5B for its scandal in Malaysia, but the impact is way bigger.
$PYPL $GS
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20:3623/10/2020
“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 growth in the USA and Canada is virtually zero.
$SNAP $GM $NFLX
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16:4622/10/2020