The Best One Yet

1422 Episodes

1. “Jay Z & Jack” - Tidal sold to Square. The She-cession. Carrier’s air-conditioned stock.

   Published: 3/5/2021
2. “Popped collars of TikTok” — Abercrombie’s influencers. Oscar’s bull case. Google’s burned cookies.

   Published: 3/4/2021
3. “Some dance to remember, some dance to forget” — Square’s Hotel California. One Medical’s line-cutting. Target’s optionality.

   Published: 3/3/2021
4. “Warren Buffett hates oat milk” — Oatly’s beyond playbook. Berkshire’s loss letter. Waste Management’s pure-play trash.

   Published: 3/2/2021
5. “It’s a dirty saucy secret” – Domino’s confession. DraftKings’ $500M splurge. Carvana’s wild stat.

   Published: 3/1/2021
6. “Ice cream & 🐸” — GameStop’s 200% re-pop. Airbnb’s first earnings. The economy of missing things.

   Published: 2/26/2021
7. “If LaCroix cans went public” — Snap’s maps. USPS’ coin toss. Ardagh’s double-trend wave.

   Published: 2/25/2021
8. “The Godzilla of $$$” — La-Z-Boy’s upholstery. The RealReal’s surprise. Why tech stocks dropped.

   Published: 2/24/2021
9. “The 5th Beatle” — Spotify’s Sgt. Pepper’s moment. Goodyear buys a spare. LinkedIn gigifies lawyers.

   Published: 2/23/2021
10. “1 drink to rule them all” – Boston Beer’s pure-play seltzer. Theragun’s marketing kill. Walmart don’t care.

    Published: 2/22/2021
11. “Sephora doesn’t have 40 shades” — Facebook’s no news down under. Sephora’s Fenty Effect. Nestle’s cat cappuccinos.

    Published: 2/19/2021
12. “Just rub some Cheetos on it” — SpaceX’s space wifi. Applebee’s influencer kitchen. Texas’ emergency stocks.

    Published: 2/18/2021
13. “The greatest deal that never happened” — Pinterest’s rejection. Universal’s secret profit puppy. Goldman’s $1K club.

    Published: 2/17/2021
14. “FantaZillowing” — Zillow’s dating app. Fluor’s nuclear (stock) option. Disney’s athleticism+.

    Published: 2/16/2021
15. “Bumble pulls an Oprah” — Bumble’s IPO. Clubhouse’s Black community. Archer’s flying robo-taxi.

    Published: 2/12/2021
16. “UNO...the card game…the movie” — Mattel’s 25 schmoovies. Twitter’s DIY blitz. GM’s $2B mistake.

    Published: 2/11/2021
17. “r/Reddit$6Billion” — DoorDash’s robot salad. Hawk/Dove stimulus. Reddit valuation doubling.

    Published: 2/10/2021
18. “1 Bitcoin = 1 Model Y” — Elon’s crypto-for-cars. Hershey’s s’mores surge. Target’s $1B yoga pants.

    Published: 2/9/2021
19. “Canada Goose + Yeti + Resto Hardware" — The Goose’s strategic uniform. Snapchat’s augmented everything. 23andMe’s DNA SPAC.

    Published: 2/8/2021
20. “The 1st pureplay Super Bowl stock” — Apple’s iCar. Wingstop’s stock pop. End of the S.U.M.O.

    Published: 2/5/2021