Explore every episode of the podcast The Best One Yet
| Title | Pub. Date | Duration | |
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| 🚀 “Next stop: Mars” — SpaceX’s historic launch. Taco Bell’s name-your-price. Tesla’s empty CyberCab. | 15 Oct 2024 | 00:22:53 | |
SpaceX just landed a skyscraper rocket with chopsticks… It’s the 1st step to landing on Mars. Taco Bell’s newest innovation isn’t food, it’s financial… Name-your-own-price. Tesla finally unveiled their robo-taxi (and a cyber-bus and humanoid robots)… but Wall Street thinks it’s empty calories. It’s National Failure Day… so we’re celebrating the losses (yes, that typo was on purpose). $TSLA $YUM $MCD Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks Episodes drop weekly. It’s The Best Idea Yet. —----------------------------------------------------- GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS: Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypod YouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 🕵️ “Top Secret $$$” — The CIA’s Venture firm. Walmart’s in-house meteorologist. SecondHand clothing’s slump. | 14 Oct 2024 | 00:22:03 | |
The CIA has a Venture Capital arm… and it’s one of the top-performing VCs in America. Second-hand clothing sites DePop & Poshmark are struggling… because they over-innovated. Walmart, Ford, and Paramount all hired meteorologists… and it’s a lesson on winning at work. Plus, United Airlines just announced 13 wild flights to beat Delta… Soooo Spring Break in Mongolia? $UAL $DAL $WMT Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks Listen free anywhere you get your pods starting Oct 15th (or early and ad-free on Wondery+). Episodes drop weekly. It’s The Best Idea Yet. —----------------------------------------------------- GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS: Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypod YouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 🧦 “Learn from the Worst” — The White Sox’s biz lesson. The “Port-pocalypse” strike. DirecTV’s $1 acquisition. | 01 Oct 2024 | 00:22:26 | |
The Chicago White Sox had more losses than any team in baseball history… we found a lesson about turnarounds. The US Port Strike will affect half of our imports by sea … but don’t call it a Port-pocalypse. DirecTV just acquired its rival Dish Networks for just $1… we’ll tell ya how that’s possible. Plus, the laundromat industry is making a fun/strategic pivot… into bars, arcades, & cafes. $T $DISH $SPY —----------------------------------------------------- GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS: Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypod YouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| 🇨🇭 “Swiss Army Knifeless” — Victorinox’s blade pivot. Disney & HBO’s Stream Team. The $400 red pineapple. | 10 May 2024 | 00:22:40 | |
Victorinox’s legendary Swiss Army Knife faces an existential challenge: knife bans — So it’s offering a knife-less swiss army knife that’s actually more like a steak knife. Disney and Warner Brothers Discovery are launching a streaming bundle this summer that includes Disney+, Hulu, and Max — People say this is like a cable TV all over again, we show how it’s not. And Del Monte Foods has created a ruby red pineapple through cross-breeding that sells for $400 apiece — It’s a “halo product” designed to sell regular products. Plus, you voted for us to win the webby awards, so we recorded this podcast in pink rompers… and did our first TikTok dance video. Watch on Instagram here or on TikTok here @tboypod $FDP $DIS Subscribe to the best newsletter yet: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on YouTube See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| “Bob Ross would’ve used Canva” — Virgin Galactic surges 16%. Canva hits $6B. Hey vs. Apple. | 23 Jun 2020 | 00:16:38 | |
Virgin Galactic shares popped on word of its 2nd business line: space tourism to the International Space Station. Hey (real name) is trying to fix email forever, but first it’s taking on Apple and its infamous App Tax. And Canva is our “Unicorn of the Day” for hitting $6B while making you look sharp on social media.
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| “Apple secret sports division” — Tech’s real sports moves. Clear’s pivot. Carmax’s differentiator. | 22 Jun 2020 | 00:13:42 | |
Twitch is kicking the Streaming Wars up a notch on behalf of its owner, Amazon: It’s going after cable’s live sports (and Apple and Google may follow). Airport icon Clear knows you’re not traveling so it’s pulling off its biggest pivot in a decade. And Carmax now has competition from Vroom and Carvana, so we’re looking at differentiation strategies.
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| “No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver. | 19 Jun 2020 | 00:15:24 | |
Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. McDonald’s slimmed 100 items off its menu, and it’s loving how the slimmer menu strategy feels. And Carnival’s earnings reveal how it’s surviving in a corona-conomy “pause” for the cruise industry.
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| “Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism. | 18 Jun 2020 | 00:15:40 | |
Beyond Meat’s early adopters didn’t care about price, but everyone else does. So it’s launched an “affordable” bulk pack to get beyond them. Dow Inc. (not “The Dow”) is okay making filthy materials because it says they make Tesla possible. And Uber is teaming up with the public transportation it’s historically always crushed — we’re calling it UaaS (“Uber-as-a-Service”).
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| “Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF. | 17 Jun 2020 | 00:17:29 | |
You thought Hertz was dead when it went bankrupt last month, but now it’s issuing $500M in new stock — we’re looking at how that’s possible. Apple wants to be both the referee and a player in its App Store, and the implications are huge for the great platforms of tech. And BP thinks its oil is worth $17.5B less than it last told us, so being honest about COVID’s impact on its biz.
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| “The only Will Smith stock” — iRobot’s Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnb’s anti-racism algorithm. | 16 Jun 2020 | 00:18:03 | |
iRobot is the only robot company that’s WFH right now, but we’ve got a bold idea for its next move: Sell yourself. Shopify shares surged on word it is partnering with Walmart for an unprecedented rebel alliance against the Amazon empire. And Airbnb just whipped up “Project Lighthouse” to fix racism on its platform — We think the entire gig economy could use that.
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| “Throw cash in the $14B Instacart” — Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds. | 15 Jun 2020 | 00:16:07 | |
Because you’re doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you can’t invest in them yet). Adobe wants to make sure Gen Z uses “Photoshop” as a verb, so it just launched a freaky new photo-filtering app. And travel stocks’ latest plummet has made them 2020’s case study in risk/reward.
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| “Why stocks plummeted 7%” — Chewy’s over-eagerness. Zoom’s China drama. The Dow’s 7% drop. | 12 Jun 2020 | 00:16:44 | |
That recovery rally hit a hard Wall Street wall, so we’re looking at why the Dow plummeted 7% for its worst day in months. Chewy is enjoying the current puppy-palooza, but it’s more focused on its anti-Amazon tactic: customer service. And in 1 day we just saw 2 opposite approaches to doing biz in China — Zoom’s way (censor) and a scrappy podcast startup’s way (don’t-censor).
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| “Selling cannabis shovels” — Scotts Miracle-Gro’s green rush. Grubhub gets acquired. Wave virtual concerts. | 11 Jun 2020 | 00:15:54 | |
Scotts Miracle-Gro is enjoying the pimp yo’ lawn life, but we’re more focused on its other green side hustle. Grubhub was supposed to be acquired by Uber, but now it’s ditching for a European lover. And not-quite-Unicorn-of-the-Day Wave snags $30M to make virtual concerts a thing you take seriously.
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| “Gen T = Generation Tiktok” — Restoration Hardware doubles-down. IBM’s anti-facial tech. TikTok’s business trifecta. | 10 Jun 2020 | 00:14:38 | |
While you’re buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world — it’s launching hotels. IBM is actually abandoning its entire facial recognition division on worries it could become a weapon of racial oppression. And put Millennials and Gen-Z aside for a sec — we just got data on what the little kids are watching (hint, we’re calling them Gen T now).
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| 🧴 “Lather me in CeraVe” — Neutrogena’s skincare mistake. The NYT’s Wordle milestone. FTX’s perfect bankruptcy. | 09 May 2024 | 00:22:15 | |
Neutrogena has lost its crown as the #1 dermatologist-recommended skincare… and #1 in sales — Because CeraVe did 3 things Neutrogena was too afraid to do. The New York Times just passed a wild milestone — The NYT has more gaming & cooking subscribers than news subscribers. And FTX just announced the perfect bankruptcy — All FTX customers are will be repaid in full, despite Sam Bankman-Fried’s fraud. We’ll explain how. Plus, NYC is officially the millionaire capital of the world — 1 out of every 24 New Yorkers is a millionaire (which means there are 3 millionaires on every block in this city). Submit The Best Fact Yet: https://docs.google.com/forms/d/e/1FAIpQLScLjeOSdjpj5E3XSEs4MFn7W9FZ9BNTSfAhm3z_gW6_cB4o3w/viewform Request a shoutout: https://tboypod.com/shoutouts/form/shoutouts $JNJ $LRLCY $NYT $BTC Subscribe to the best newsletter yet: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on YouTube See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| “Make Winnebago-ing a verb” — Thor Industries’ resurgence. DocuSign’s fun funnel. Wahed’s Islami-Fintech | 09 Jun 2020 | 00:17:40 | |
Thor Industries’ sales of Winnebagos over the last month show how vacations have changed. DocuSign is thriving in the corona-conomy, but we’re focused on how e-signatures are just the top of the fun funnel of its true business. And Wahed raised a fresh $25M to scale its shariah-compliant investing product, taking Islami-Fintech to 130 more countries.
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| “The Crocs of Ecommerce” — eBay’s all-time high. Volkswagen’s e-investment. May’s shocking Jobs Report. | 08 Jun 2020 | 00:16:43 | |
Remember eBay? Shares just hit an all-time high, but we think we know how they can keep the mojo going. Germany’s support for electric cars like Volkwagen’s is showing what 21st century investment in infrastructure looks like. And the May Jobs Report pretty much shocked everyone who read it, so we jumped into the little black book of hiring/firing (congrats, dentists).
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| Yup, it’s a cult stock” — Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlines’ normal data. | 05 Jun 2020 | 00:19:13 | |
Don’t call it Zoom — ZoomInfo is the biggest tech IPO of 2020, so we’re looking at why it jumped 70% on its first day of trading. Nikola is trying to take on Tesla, but it’s really a cult stock right now. And American Airlines’ latest data encouraged investors big time, because they love forward-looking data.
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| “The Bruno Mars IPO” — Warner Music goes public. AMC Theaters’ sequel moment. Campbell Soup’s soup cockiness. | 04 Jun 2020 | 00:16:51 | |
The biggest IPO of 2020 is Warner Music, which just surged 20% on Day #1 of trading. Campbell Soup is thinking your corona-conomy soup-binging is (shockingly) here to stay post-virus. And AMC theaters used a moment of honesty to admit it actually may not survive unless movies come back fast.
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| “The Zuck-ocracy” — Facebook’s super shares. Adidas & Allbirds partner up. Vacasa’s $108M booking. | 03 Jun 2020 | 00:19:24 | |
Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker that’s completely redefining what “competition” means. The latest walkouts at Facebook reveal how unique the “Zuck-ocracy” governing style of the social network really is. And even though the travel industry is hit the hardest in the corona-conomy, Vacasa is our “Unicorn of the Day” for because it’s just the slightest bit different from Airbnb. $FB, $ADDYY, $TWTR
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| “Kylie Jenner is the new Luckin” — Neou’s Netflix of burpees. Zynga’s video game collection. Coty Cosmetics’ Kylie Problem. | 02 Jun 2020 | 00:16:03 | |
Turns out Kylie Jenner isn’t quite a billionaire — that messed with Coty Cosmetics stock, but reveals a powerful truth about public vs. private companies. Zynga just shockingly dropped $1.8B to make the biggest tech acquisition in Turkish history, so we’re looking at how Zynga saved itself in the past years. And Neou just raised money as the “Netflix of fitness,” but we’re thinking it needs a different model for the at-home workout megatrend world.
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| “Virtual Reality no-showed the corona-conomy” — MasterClass hits $800M. Williams-Sonoma’s pimp yo crib. Americans gained $$$ in Corona-conomy. | 01 Jun 2020 | 00:18:37 | |
Williams-Sonoma isn’t just living the pimp yo’ crib megatrend — it’s revealing who’s enjoying it the most. Our “Almost Unicorn Of The Day” is MasterClass, which just hit an $800M valuation, but the fundraise highlighted that virtual reality is missing its moment. And you’re probably not shocked that consumer spending dropped last month, but you should be shocked how much Americans are suddenly saving up.
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| “Guac never forgets” — Chipotle’s early COVID-proofing. Twitter’s un-scared threat. Draft Kings don’t care. | 29 May 2020 | 00:16:33 | |
Chipotle’s stock has doubled in the corona-conomy because it’s literally been through its own personal pandemic before. You’ve probably seen the political drama going on between Twitter and the president, but we’re focused on the business side: Why isn’t Twitter’s stock down like 20%? And sports betting apps like DraftKings are living their best life… even though there are no live sports. So we’re looking at how that is humanly possible.
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| “A 3rd degree, category 5 Zucking” — Instagram TV’s YouTube move. Zoox’s (maybe) acquisition. Apeel’s un-expiring avocados. | 28 May 2020 | 00:17:41 | |
Zoox had the biggest ambitions in mobility: self-driving, electric, robo-taxis. But now it may sell out to become Amazon’s delivery boy. Instagram’s latest move to share ad revenue with influencers is the first big Zucking of YouTube. And our “Unicorn of the Day” is Apeel, which hit a billion-dollar valuation (thanks to Oprah money) to be the anti-aging serum for your fruit bowl.
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| “This rocket self-drive to space or what?” — SpaceX’s capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge. | 27 May 2020 | 00:20:47 | |
Small step for man, giant step for Elon Musk’s SpaceX, as it takes its first human customers to space. Amazon is making moves to invest in local news and sports podcasts because it wants to make “The Audio Wars” a thing. And stocks are up as the economy reopens, but this kinda feels like an “umbrella” situation.
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| 🫠 “I got charged a Flake Fee” — Cancellation fees’ surge. Uber & Instacart hookup. Netflix’s live comedy fest. | 08 May 2024 | 00:23:03 | |
The new trend in fees? The Flake Fee — From restaurants to salons to spin classes, more Americans are getting charged for canceling last second. We’re in the middle of Netflix is a Joke, the 12 day comedy fest in LA that’s streamed live on Netflix — Netflix is betting on a live streamed comedy fest, because First Movers keep moving. And Uber & Instacart are rivals, but just moved into each other’s apps — And it’s all to take on DoorDash, because “the enemy of your enemy is your friend.” Plus, It’s National Teacher Appreciation Week, so Nick & Jack shoutout some of the greatest ones yet. $UBER $CART $NFLX Subscribe to the best newsletter yet: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on YouTube See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| “Pure-play Millennial stock” — Elf Cosmetics wins corona-conomy. Apple’s latest Donglegate. HBO Max’s streaming meal. | 26 May 2020 | 00:18:38 | |
The mythical Millennial pure-play stock: Elf Cosmetics’ stock jumped 16% on word it figured out how to beat the corona-conomy. We found the latest Dongle-gate from Apple — and it means you may have to splurge on AirPods. And HBO Max debuts tomorrow, so we’re looking at how the latest streaming species is more meal than bite.
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| “Step on the scale! Step off the scale.” — Ford Motor’s “reopening.” MakeSpace’s anti-gig-ness. Our 7-question test of the Retail-pocalypse. | 22 May 2020 | 00:18:32 | |
Walk on in to the Ford Factory! Actually, don’t — it just closed down right after reopening because a worker tested positive, making it a metaphor for our economic reopening. MakeSpace snagged $55M of VC funding to try to *not* be “the Uber for storage.” And we just finished the biggest week of retail earnings, so we whipped up a 7-question test to determine if companies are winning or losing in the corona-conomy.
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| “Pimp Yo’ Crib” — Lowe’s megatrend. Facebook becomes a digital catalogue. Clubhouse hits $100M. | 21 May 2020 | 00:16:12 | |
Fresh after the first wave of corona-conomy trends, we’re predicting the next megatrend: Pimping yo crib, Lowe’s style. Social network Clubhouse launched this year and just hit a $100M valuation… with only 1,500 users. And Facebook’s newest product transforms instagram from digital magazine to digital department store (so who got Zuck’d this time?).
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| “Madonna, but for podcasts” — Spotify’s $100M Joe Rogan exclusive. Walmart’s essentiality cape. Moderna’s vaccine bet. | 20 May 2020 | 00:18:20 | |
The biggest podcast in the world just went exclusive with Spotify, making it the biggest punch yet in the battle for your ears (Joe's now an orchid in Spotify's gated garden). Walmart’s earnings reveal what happens when one business is made “essential” and its competition is deemed “non-essential.” Someone’s going to win the COVID-19 vaccine race — Moderna is the $30B biotech company whose good trial results just excited markets.
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| “The most unprofitable company on Earth” — Softbank’s garage sale. Peet’s $2.2B re-IPO. Detroit’s Big 3 return. | 19 May 2020 | 00:18:19 | |
Even though IPOs are basically not happening, Peet’s Coffee is about to do one because… coffee — they think it’s recession-proof. Startup-obsessed Softbank is the least profitable company in the world right now (cough, WeWork/Uber, cough), so it’s having a tech garage sale. And Detroit’s Big 3 carmakers have re-opened factories, so we’re looking at why that’s the most milestone-y moment of the corona-conomy (FYI, 3M Americans work in auto).
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| “GIPHY didn’t get Zuck’d” — McDonald’s post-corona playbook. Luckin’s scalding pivot. Facebook acquires Giphy. | 18 May 2020 | 00:16:45 | |
Facebook needs to spice up its messaging game, so it’s splurging $400M to control your gif game: Buying Giphy. McDonald’s whipped up a 59-page playbook on how to reopen its restaurants post COVID-19. And remember Luckin Coffee’s $310M fraud last month? It’s pivoting its core biz because it’s more tech than latte.
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| “Work-leisurewear, by Lululemon” — Smile Direct Club’s cavity. Sleeper’s fantasy sports fix. Lululemon’s nirvana COVID moment | 15 May 2020 | 00:18:41 | |
Data from Lululemon shows it’s uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of oral care, but it simply hasn’t been. And Sleeper is the “not-quite-Unicorn of the Day” after raising $20M from Andreessen Horowitz to finally fix fantasy sports.
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| “Work From Work (still a thing)” — $43M for Pizza-nomics. Google’s 12-mile-high wifi. Commercial Real Estate’s WFW problem. | 14 May 2020 | 00:17:57 | |
Google’s secret Loon project just graduated to deliver wifi via balloon globally (and we’re thinking it’s a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of all the delivery apps — it’s all about pizza-nomics (the unique economic principles of pizza joints). And while the world is straight-up WFH right now (Work From Home), we’re looking at the publicly-traded companies that are straight-up WFW (Work From Work).
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| “Twitter goes Work-From-Home…Forever” — Uber Eats acquirin’ Grubhub. Vroom’s ecommerce car IPO. Twitter’s WFH megatrend. | 13 May 2020 | 00:17:00 | |
New work update from Twitter: You don’t have to come back. Ever. Grubhub stock jumped over 30% on word Uber Eats wants to buy it, calling a Delivery Wars mafia truce. And Vroom is our “Unicorn of the Day” as it plans to IPO its online car sales (aka ecomm cars).
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| “Bitcoin’s ‘Halvening’ just halvened” — Tesla vs. California. Amazon’s movie theater interest. Bitcoin’s Halvening. | 12 May 2020 | 00:16:50 | |
After a year of just chilling, Bitcoin is back and demanding your attention with a once-every-four-years event: “The Halvening.” Elon threatened to move his car company outta Silicon Valley, so we’re looking at Tesla vs. The State of California. And a tabloid with PFWTM (people familiar with the matter) reported that Amazon may be interested in acquiring AMC movie theaters… so we break down this fantasy acquisition.
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| ⭐ “Michelin-Star Mickey” — Disney’s restaurant award. Duolingo’s AI language tutor. Warren Buffett’s CEO successor. | 07 May 2024 | 00:23:45 | |
Disney just became the 1st US theme park to receive a restaurant Michelin star — Because Disney is turning into Vegas… and Vegas is turning into Disney. We call it “Blendertainment”. Duolingo stock just hit an all-time high because it’s using AI to converse with you in French — Duolingo is making AI an asset, not an adversary. And Warren Buffett just hosted the “Coachella for Capitalism,” but the real highlight was his pick to succeed him as CEO — Get to know Greg Abel, the next Warren Buffett. Plus, Drake and Kendrick have been dropping dis-tracks to rip on each other (and it’s surging on Spotify) — So we’re looking at historic business beefs… $DIS $DUOL $BERK.A Subscribe to the best newsletter yet: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on YouTube See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| “How to lose a $2.9B guy in 90 days” — Uber acts like McConaughey. Tinder’s corona-conomy DTR. The worst jobs report ever. | 11 May 2020 | 00:16:30 | |
Uber stock rose 18% last week despite an earnings report soaked in blood. Match’s earnings reveal how Tinder has fallen behind, but it’s trying to make it up to everyone with video chat and trivia. And the worst monthly jobs report ever has us comparing what’s happening in the actual economy with what’s happening on Wall Street (spoiler: totally different).
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| “Peloton, you’re probably too late” — Costco’s worst-in-a-decade. Nintendo’s game drought. Peloton pops another 16%. | 08 May 2020 | 00:17:10 | |
Peloton is now worth twice as much as Planet Fitness, so we’re looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and it’s about to face the family budget gauntlet. And Nintendo profits surged 41% last year, but it’s struggling to develop more games while working from home.
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| “Disney+ > Canada” — Beyond Meat democratizes itself. Pinterest is pre-commerce. Disney’s just too big. | 07 May 2020 | 00:16:28 | |
Disney’s so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meat’s goods are so expensive, it just made a profit — but probably shouldn’t have. And we’re looking at Pinterest shares, which plummeted 12% because investors are wondering when your escapism pinning will make them some money.
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| “A stock surge recipe” — Uber drops Lime’s valuation 79%. NBC vs. Streaming’s Achilles heel. Wayfair’s stay-at-home wins. | 06 May 2020 | 00:16:54 | |
Uber splurges $170M into Lime — Uber got the better end of the deal as Lime is desperate. Every streaming company is its own species in the Streaming Wars, but NBC may have just solved one of the industry’s Achilles heels. And Wayfair stock has surged (get this) 580% (no joke) in just the last month (seriously), so we’re looking at the signs from back in March that this could have happened.
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| “J. Crew returns itself” — Quibi’s real life drama. Berkshire Hathaway’s 1st public mistake. J. Crew’s bankruptcy style. | 05 May 2020 | 00:19:23 | |
Berkshire Hathaway’s annual shareholder day featured Warren Buffett pounding a 6-pack of coca-cola, and then admitting 1 huge stock mistake. J. Crew became the 1st big national retail brand to file for bankruptcy, but we’re not blaming the corona-conomy. And Quibi’s facing a legal drama that they could probably turn into a Quibi show.
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| “COVID-19 ≠ an Act of God” — Amazon trades profits for PR. Victoria’s Secret’s asterisk. Clorox’s surprising surprise. | 04 May 2020 | 00:18:33 | |
Amazon shares dropped 8% after CEO Jeff Bezos told the world he’s just not into profits right now. Victoria’s Secret was supposed to be acquired by a private equity firm this week, and it’s all coming down to one dramatic line in legalese. And Clorox’s earnings report didn’t shock us — but its implications on a fad versus a trend did.
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| “Elon goes full Kanye” – Tesla’s surprise profit/outburst. Microsoft’s Zoom killer. Figma’s $2B app blueprints. | 01 May 2020 | 00:18:29 | |
Tesla’s profit surprise got overshadowed by Elon’s anti-everything rant, so we’re comparing him to Zuck. Microsoft’s sales surprised investors, but we noticed its passive aggressive ripping on a new enemy. And behind-the-scenes app design software Figma hits a $2B valuation, because software’s not eating the world, apps are.
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| “Everyday is the weekend for Spotify” — Boeing’s $7B cash burn. Streaming Trolls (our sequel). Spotify’s earnings insights. | 30 Apr 2020 | 00:18:15 | |
We listened in on Spotify’s earnings — shares jumped 12% even though you’re not commuting and now love audio meditation. Boeing’s earnings update is a case study in how cash flow is a science, and cash burning is an art. And fresh after we told you Universal Pictures’ “Trolls 2” would change movie math, the movie theaters just responded with the most aggressive open letter we’ve ever seen.
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| “The anti-Amazon rebel alliance” — Shopify’s new shopping app. High Times, the weed chain. Trolls change movie math. | 29 Apr 2020 | 00:16:51 | |
Shopify does everything behind the scenes so brands can have their own ecommerce sites, but they just launched an app to take on Amazon. High Times is the NY Times of weed, but it just acquired a chain of 13 cannabis dispensaries. The new Trolls sequal wasn’t just adorable — its direct-to-streaming pivot may change movie industry math forever.
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| “Hey Instacart, change your whole biz model” — Nestle’s pet passion. VW goes back to work. Instacart’s 1st profit decision. | 28 Apr 2020 | 00:18:05 | |
All your grocery delivery powered Instacart’s 450% growth, so we’ve come up with a plan for their first profit. Volkswagen decided to reopen the world’s biggest car factory, but it’s got a chicken/egg problem. And Nestle’s earnings reveal more about pets than they do about humans — an accelerated trend.
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| 🧋 “Bubble Tea Bubble” — Boba’s breaking point. Apple’s Vision Pro secret. Norway’s phone-ban experiment. | 06 May 2024 | 00:24:26 | |
Bubble Tea stocks are IPO’ing minting boba tea billionaires — But bubble tea is actually the perfect case study on a financial bubble… The Bubble Tea Bubble. Apple just announced its worst earnings report we’ve ever seen — And we think we discovered its secret numbers on the Apple Vision Pro. Norway banned smartphones in schools and we just got the experiment’s results — Turns out iPhones should be in lockers, not pockets. Plus, one airport in Japan has a perfect record with bags — They’ve never lost a single suitcase in 36 years… and we’ll tell you how. $AAPL $SBUX $SPY Subscribe to the best newsletter yet: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on YouTube See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. | |||
| “Opposite Day at Domino’s” — PPP + $320B + shaming. DraftKings goes public. Domino’s is better in Corona-conomy. | 27 Apr 2020 | 00:18:54 | |
If you were impressed by Chipotle’s surge in online sales, you’ll be blown away by Domino’s. The Paycheck Protection Program (PPP) just snagged $320B in more funding from Congress, but publicly traded companies are about to get shamed over it. And sports betting app DraftKings decided, ‘what the heck, let’s go public’ — even though there are literally no live sports to bet on right now (except Russian table tennis).
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| “A tale of 2 Remdesivir trials” — Raytheon’s nuclear-tipped missiles. Unilever is an economic mirror. Gilead’s 2nd COVID trial. | 24 Apr 2020 | 00:18:21 | |
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 missile deal that reveals what the defense industry is facing in a corona-conomy. And Gilead’s COVID-19 treatment just had disappointing results from a leaked report — markets react accordingly.
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