Explore every episode of the podcast The Best One Yet
| Title | Pub. Date | Duration | |
|---|---|---|---|
| đ âNext stop: Marsâ â SpaceXâs historic launch. Taco Bellâs name-your-price. Teslaâs empty CyberCab. | 15 Oct 2024 | 00:22:53 | |
SpaceX just landed a skyscraper rocket with chopsticks⌠Itâs the 1st step to landing on Mars. Taco Bellâs newest innovation isnât food, itâs financial⌠Name-your-own-price. Tesla finally unveiled their robo-taxi (and a cyber-bus and humanoid robots)⌠but Wall Street thinks itâs empty calories. Itâs National Failure Day⌠so weâre 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. Itâs The Best Idea Yet. â----------------------------------------------------- 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. | |||
| đľď¸ âTop Secret $$$â â The CIAâs Venture firm. Walmartâs in-house meteorologist. SecondHand clothingâs slump. | 14 Oct 2024 | 00:22:03 | |
The CIA has a Venture Capital arm⌠and itâs 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 itâs 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. Itâs The Best Idea Yet. â----------------------------------------------------- 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. | |||
| đ§Ś âLearn from the Worstâ â The White Soxâs biz lesson. The âPort-pocalypseâ strike. DirecTVâs $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 donât call it a Port-pocalypse. DirecTV just acquired its rival Dish Networks for just $1⌠weâll tell ya how thatâs possible. Plus, the laundromat industry is making a fun/strategic pivot⌠into bars, arcades, & cafes. $T $DISH $SPY â----------------------------------------------------- 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. | |||
| đ¨đ âSwiss Army Knifelessâ â Victorinoxâs blade pivot. Disney & HBOâs Stream Team. The $400 red pineapple. | 10 May 2024 | 00:22:40 | |
Victorinoxâs legendary Swiss Army Knife faces an existential challenge: knife bans â So itâs offering a knife-less swiss army knife thatâs actually more like a steak knife. Disney and Warner Brothers Discovery are launching a streaming bundle this summer that includes Disney+, Hulu, and Max â People say this is like a cable TV all over again, we show how itâs not. And Del Monte Foods has created a ruby red pineapple through cross-breeding that sells for $400 apiece â Itâs a âhalo productâ 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. | |||
| âBob Ross wouldâve used Canvaâ â 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 itâs taking on Apple and its infamous App Tax. And Canva is our âUnicorn of the Dayâ for hitting $6B while making you look sharp on social media.
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| âApple secret sports divisionâ â Techâs real sports moves. Clearâs pivot. Carmaxâs differentiator. | 22 Jun 2020 | 00:13:42 | |
Twitch is kicking the Streaming Wars up a notch on behalf of its owner, Amazon: Itâs going after cableâs live sports (and Apple and Google may follow). Airport icon Clear knows youâre not traveling so itâs pulling off its biggest pivot in a decade. And Carmax now has competition from Vroom and Carvana, so weâre looking at differentiation strategies.
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| âNo more McLasagnaâ â McDonaldâs menu reduction. Spotifyâs latest acquisitions. Carnivalâs 1 lifesaver. | 19 Jun 2020 | 00:15:24 | |
Spotify shares surged over 10% on word they signed Kim Kardashian and Batman to exclusive podcasts. McDonaldâs slimmed 100 items off its menu, and itâs loving how the slimmer menu strategy feels. And Carnivalâs earnings reveal how itâs surviving in a corona-conomy âpauseâ for the cruise industry.
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| âDieting, but not cutting out milkshakesâ â Uber-as-a-Service. Beyond Meatâs Cookout strategy. The (other) Dowâs filthy environmentalism. | 18 Jun 2020 | 00:15:40 | |
Beyond Meatâs early adopters didnât care about price, but everyone else does. So itâs launched an âaffordableâ bulk pack to get beyond them. Dow Inc. (not âThe Dowâ) is okay making filthy materials because it says they make Tesla possible. And Uber is teaming up with the public transportation itâs historically always crushed â weâre calling it UaaS (âUber-as-a-Serviceâ).
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| âRent-a-Zombieâ â Hertz back from the dead. Appleâs App Store bias. BPâs oil DCF. | 17 Jun 2020 | 00:17:29 | |
You thought Hertz was dead when it went bankrupt last month, but now itâs issuing $500M in new stock â weâre looking at how thatâs 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 COVIDâs impact on its biz.
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| âThe only Will Smith stockâ â iRobotâs Cadillac vacuum. Shopify + Walmart vs. Amazon. Airbnbâs anti-racism algorithm. | 16 Jun 2020 | 00:18:03 | |
iRobot is the only robot company thatâs WFH right now, but weâve 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 âProject Lighthouseâ to fix racism on its platform â We think the entire gig economy could use that.
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| âThrow cash in the $14B Instacartâ â Photoshop pulls a Snapchat. Travel stocks go big/go home. Instacart & Doordash raise funds. | 15 Jun 2020 | 00:16:07 | |
Because youâre doing delivery for everything your body consumes, Instacart and Doordash just raised mega fundraising rounds (sorry, you canât invest in them yet). Adobe wants to make sure Gen Z uses âPhotoshopâ as a verb, so it just launched a freaky new photo-filtering app. And travel stocksâ latest plummet has made them 2020âs case study in risk/reward.
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| âWhy stocks plummeted 7%â â Chewyâs over-eagerness. Zoomâs China drama. The Dowâs 7% drop. | 12 Jun 2020 | 00:16:44 | |
That recovery rally hit a hard Wall Street wall, so weâre looking at why the Dow plummeted 7% for its worst day in months. Chewy is enjoying the current puppy-palooza, but itâs more focused on its anti-Amazon tactic: customer service. And in 1 day we just saw 2 opposite approaches to doing biz in China â Zoomâs way (censor) and a scrappy podcast startupâs way (donât-censor).
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| âSelling cannabis shovelsâ â Scotts Miracle-Groâs green rush. Grubhub gets acquired. Wave virtual concerts. | 11 Jun 2020 | 00:15:54 | |
Scotts Miracle-Gro is enjoying the pimp yoâ lawn life, but weâre more focused on its other green side hustle. Grubhub was supposed to be acquired by Uber, but now itâs 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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| âGen T = Generation Tiktokâ â Restoration Hardware doubles-down. IBMâs anti-facial tech. TikTokâs business trifecta. | 10 Jun 2020 | 00:14:38 | |
While youâre buying online, fancy furniture retailer Restoration Hardware is tripling-down on the physical world â itâs 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 â we just got data on what the little kids are watching (hint, weâre calling them Gen T now).
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| đ§´ âLather me in CeraVeâ â Neutrogenaâs skincare mistake. The NYTâs Wordle milestone. FTXâs perfect bankruptcy. | 09 May 2024 | 00:22:15 | |
Neutrogena has lost its crown as the #1 dermatologist-recommended skincare⌠and #1 in sales â Because CeraVe did 3 things Neutrogena was too afraid to do. The New York Times just passed a wild milestone â The NYT has more gaming & cooking subscribers than news subscribers. And FTX just announced the perfect bankruptcy â All FTX customers are will be repaid in full, despite Sam Bankman-Friedâs fraud. Weâll explain how. Plus, NYC is officially the millionaire capital of the world â 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. | |||
| âMake Winnebago-ing a verbâ â Thor Industriesâ resurgence. DocuSignâs fun funnel. Wahedâs Islami-Fintech | 09 Jun 2020 | 00:17:40 | |
Thor Industriesâ sales of Winnebagos over the last month show how vacations have changed. DocuSign is thriving in the corona-conomy, but weâre 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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| âThe Crocs of Ecommerceâ â eBayâs all-time high. Volkswagenâs e-investment. Mayâs 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. Germanyâs support for electric cars like Volkwagenâs 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, itâs a cult stockâ â Nikola love/hates Tesla. ZoomInfo is the biggest tech IPO of 2020. American Airlinesâ normal data. | 05 Jun 2020 | 00:19:13 | |
Donât call it Zoom â ZoomInfo is the biggest tech IPO of 2020, so weâre looking at why it jumped 70% on its first day of trading. Nikola is trying to take on Tesla, but itâs really a cult stock right now. And American Airlinesâ latest data encouraged investors big time, because they love forward-looking data.
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| âThe Bruno Mars IPOâ â Warner Music goes public. AMC Theatersâ sequel moment. Campbell Soupâs 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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| âThe Zuck-ocracyâ â Facebookâs super shares. Adidas & Allbirds partner up. Vacasaâs $108M booking. | 03 Jun 2020 | 00:19:24 | |
Shoe rivals Adidas and Allbirds are teaming up on a sustainable sneaker thatâs completely redefining what âcompetitionâ means. The latest walkouts at Facebook reveal how unique the âZuck-ocracyâ 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 âUnicorn of the Dayâ for because itâs just the slightest bit different from Airbnb. $FB, $ADDYY, $TWTR
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| âKylie Jenner is the new Luckinâ â Neouâs Netflix of burpees. Zyngaâs video game collection. Coty Cosmeticsâ Kylie Problem. | 02 Jun 2020 | 00:16:03 | |
Turns out Kylie Jenner isnât quite a billionaire â 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 weâre looking at how Zynga saved itself in the past years. And Neou just raised money as the âNetflix of fitness,â but weâre thinking it needs a different model for the at-home workout megatrend world.
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| âVirtual Reality no-showed the corona-conomyâ â MasterClass hits $800M. Williams-Sonomaâs pimp yo crib. Americans gained $$$ in Corona-conomy. | 01 Jun 2020 | 00:18:37 | |
Williams-Sonoma isnât just living the pimp yoâ crib megatrend â itâs revealing whoâs enjoying it the most. Our âAlmost Unicorn Of The Dayâ is MasterClass, which just hit an $800M valuation, but the fundraise highlighted that virtual reality is missing its moment. And youâre probably not shocked that consumer spending dropped last month, but you should be shocked how much Americans are suddenly saving up.Â
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| âGuac never forgetsâ â Chipotleâs early COVID-proofing. Twitterâs un-scared threat. Draft Kings donât care. | 29 May 2020 | 00:16:33 | |
Chipotleâs stock has doubled in the corona-conomy because itâs literally been through its own personal pandemic before. Youâve probably seen the political drama going on between Twitter and the president, but weâre focused on the business side: Why isnât Twitterâs stock down like 20%? And sports betting apps like DraftKings are living their best life⌠even though there are no live sports. So weâre looking at how that is humanly possible.
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| âA 3rd degree, category 5 Zuckingâ â Instagram TVâs YouTube move. Zooxâs (maybe) acquisition. Apeelâs 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 Amazonâs delivery boy. Instagramâs latest move to share ad revenue with influencers is the first big Zucking of YouTube. And our âUnicorn of the Dayâ 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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| âThis rocket self-drive to space or what?â â SpaceXâs capitalist milestone. Alexa wants podcasts. The COVID-19 umbrella challenge. | 27 May 2020 | 00:20:47 | |
Small step for man, giant step for Elon Muskâs 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 âThe Audio Warsâ a thing. And stocks are up as the economy reopens, but this kinda feels like an âumbrellaâ situation.
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| đŤ âI got charged a Flake Feeâ â Cancellation feesâ surge. Uber & Instacart hookup. Netflixâs live comedy fest. | 08 May 2024 | 00:23:03 | |
The new trend in fees? The Flake Fee â From restaurants to salons to spin classes, more Americans are getting charged for canceling last second. Weâre in the middle of Netflix is a Joke, the 12 day comedy fest in LA thatâs streamed live on Netflix â Netflix is betting on a live streamed comedy fest, because First Movers keep moving. And Uber & Instacart are rivals, but just moved into each otherâs apps â And itâs all to take on DoorDash, because âthe enemy of your enemy is your friend.â Plus, Itâs 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. | |||
| âPure-play Millennial stockâ â Elf Cosmetics wins corona-conomy. Appleâs latest Donglegate. HBO Maxâs streaming meal. | 26 May 2020 | 00:18:38 | |
The mythical Millennial pure-play stock: Elf Cosmeticsâ stock jumped 16% on word it figured out how to beat the corona-conomy. We found the latest Dongle-gate from Apple â and it means you may have to splurge on AirPods. And HBO Max debuts tomorrow, so weâre looking at how the latest streaming species is more meal than bite.
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| âStep on the scale! Step off the scale.â â Ford Motorâs âreopening.â MakeSpaceâs 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, donât â 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 âthe Uber for storage.â 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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| âPimp Yoâ Cribâ â Loweâs megatrend. Facebook becomes a digital catalogue. Clubhouse hits $100M. | 21 May 2020 | 00:16:12 | |
Fresh after the first wave of corona-conomy trends, weâre predicting the next megatrend: Pimping yo crib, Loweâs style. Social network Clubhouse launched this year and just hit a $100M valuation⌠with only 1,500 users. And Facebookâs newest product transforms instagram from digital magazine to digital department store (so who got Zuckâd this time?).
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| âMadonna, but for podcastsâ â Spotifyâs $100M Joe Rogan exclusive. Walmartâs essentiality cape. Modernaâs 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). Walmartâs earnings reveal what happens when one business is made âessentialâ and its competition is deemed ânon-essential.â Someoneâs going to win the COVID-19 vaccine race â Moderna is the $30B biotech company whose good trial results just excited markets.
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| âThe most unprofitable company on Earthâ â Softbankâs garage sale. Peetâs $2.2B re-IPO. Detroitâs Big 3 return. | 19 May 2020 | 00:18:19 | |
Even though IPOs are basically not happening, Peetâs Coffee is about to do one because⌠coffee â they think itâs recession-proof. Startup-obsessed Softbank is the least profitable company in the world right now (cough, WeWork/Uber, cough), so itâs having a tech garage sale. And Detroitâs Big 3 carmakers have re-opened factories, so weâre looking at why thatâs the most milestone-y moment of the corona-conomy (FYI, 3M Americans work in auto).
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| âGIPHY didnât get Zuckâdâ â McDonaldâs post-corona playbook. Luckinâs scalding pivot. Facebook acquires Giphy. | 18 May 2020 | 00:16:45 | |
Facebook needs to spice up its messaging game, so itâs splurging $400M to control your gif game: Buying Giphy. McDonaldâs whipped up a 59-page playbook on how to reopen its restaurants post COVID-19. And remember Luckin Coffeeâs $310M fraud last month? Itâs pivoting its core biz because itâs more tech than latte.
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| âWork-leisurewear, by Lululemonâ â Smile Direct Clubâs cavity. Sleeperâs fantasy sports fix. Lululemonâs nirvana COVID moment | 15 May 2020 | 00:18:41 | |
Data from Lululemon shows itâs uniquely found balance in the coronaconomy for extremely specific reasons. Smile Direct Club should be the Peloton of oral care, but it simply hasnât been. And Sleeper is the ânot-quite-Unicorn of the Dayâ after raising $20M from Andreessen Horowitz to finally fix fantasy sports.
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| âWork From Work (still a thing)â â $43M for Pizza-nomics. Googleâs 12-mile-high wifi. Commercial Real Estateâs WFW problem. | 14 May 2020 | 00:17:57 | |
Googleâs secret Loon project just graduated to deliver wifi via balloon globally (and weâre thinking itâs a potential rare double-profit-puppy). Pizza ordering platform Slice is doing the opposite of all the delivery apps â itâs all about pizza-nomics (the unique economic principles of pizza joints). And while the world is straight-up WFH right now (Work From Home), weâre looking at the publicly-traded companies that are straight-up WFW (Work From Work).
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| âTwitter goes Work-From-HomeâŚForeverâ â Uber Eats acquirinâ Grubhub. Vroomâs ecommerce car IPO. Twitterâs WFH megatrend. | 13 May 2020 | 00:17:00 | |
New work update from Twitter: You donât 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 âUnicorn of the Dayâ as it plans to IPO its online car sales (aka ecomm cars).
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| âBitcoinâs âHalveningâ just halvenedâ â Tesla vs. California. Amazonâs movie theater interest. Bitcoinâs 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: âThe Halvening.â Elon threatened to move his car company outta Silicon Valley, so weâre 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.Â
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| â âMichelin-Star Mickeyâ â Disneyâs restaurant award. Duolingoâs AI language tutor. Warren Buffettâs CEO successor. | 07 May 2024 | 00:23:45 | |
Disney just became the 1st US theme park to receive a restaurant Michelin star â Because Disney is turning into Vegas⌠and Vegas is turning into Disney. We call it âBlendertainmentâ. Duolingo stock just hit an all-time high because itâs using AI to converse with you in French â Duolingo is making AI an asset, not an adversary. And Warren Buffett just hosted the âCoachella for Capitalism,â but the real highlight was his pick to succeed him as CEO â Get to know Greg Abel, the next Warren Buffett. Plus, Drake and Kendrick have been dropping dis-tracks to rip on each other (and itâs surging on Spotify) â So weâre looking at historic business beefsâŚÂ $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. | |||
| âHow to lose a $2.9B guy in 90 daysâ â Uber acts like McConaughey. Tinderâs 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. Matchâs earnings reveal how Tinder has fallen behind, but itâs trying to make it up to everyone with video chat and trivia. And the worst monthly jobs report ever has us comparing whatâs happening in the actual economy with whatâs happening on Wall Street (spoiler: totally different).
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| âPeloton, youâre probably too lateâ â Costcoâs worst-in-a-decade. Nintendoâs game drought. Peloton pops another 16%. | 08 May 2020 | 00:17:10 | |
Peloton is now worth twice as much as Planet Fitness, so weâre looking at the leading indicators that revealed how that could happen. Costco suffered its first sales drop in 11 years and itâs about to face the family budget gauntlet. And Nintendo profits surged 41% last year, but itâs struggling to develop more games while working from home.
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| âDisney+ > Canadaâ â Beyond Meat democratizes itself. Pinterest is pre-commerce. Disneyâs just too big. | 07 May 2020 | 00:16:28 | |
Disneyâs so big that its latest earnings report is a microcosm of the entire corona-conomy. Beyond Meatâs goods are so expensive, it just made a profit â but probably shouldnât have. And weâre looking at Pinterest shares, which plummeted 12% because investors are wondering when your escapism pinning will make them some money.
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| âA stock surge recipeâ â Uber drops Limeâs valuation 79%. NBC vs. Streamingâs Achilles heel. Wayfairâs stay-at-home wins. | 06 May 2020 | 00:16:54 | |
Uber splurges $170M into Lime â 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 industryâs Achilles heels. And Wayfair stock has surged (get this) 580% (no joke) in just the last month (seriously), so weâre looking at the signs from back in March that this could have happened.
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| âJ. Crew returns itselfâ â Quibiâs real life drama. Berkshire Hathawayâs 1st public mistake. J. Crewâs bankruptcy style. | 05 May 2020 | 00:19:23 | |
Berkshire Hathawayâs 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 weâre not blaming the corona-conomy. And Quibiâs facing a legal drama that they could probably turn into a Quibi show.
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| âCOVID-19 â an Act of Godâ â Amazon trades profits for PR. Victoriaâs Secretâs asterisk. Cloroxâs surprising surprise. | 04 May 2020 | 00:18:33 | |
Amazon shares dropped 8% after CEO Jeff Bezos told the world heâs just not into profits right now. Victoriaâs Secret was supposed to be acquired by a private equity firm this week, and itâs all coming down to one dramatic line in legalese. And Cloroxâs earnings report didnât shock us â but its implications on a fad versus a trend did.
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| âElon goes full Kanyeâ â Teslaâs surprise profit/outburst. Microsoftâs Zoom killer. Figmaâs $2B app blueprints. | 01 May 2020 | 00:18:29 | |
Teslaâs profit surprise got overshadowed by Elonâs anti-everything rant, so weâre comparing him to Zuck. Microsoftâs 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 softwareâs not eating the world, apps are.
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| âEveryday is the weekend for Spotifyâ â Boeingâs $7B cash burn. Streaming Trolls (our sequel). Spotifyâs earnings insights. | 30 Apr 2020 | 00:18:15 | |
We listened in on Spotifyâs earnings â shares jumped 12% even though youâre not commuting and now love audio meditation. Boeingâs 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 Picturesâ âTrolls 2â would change movie math, the movie theaters just responded with the most aggressive open letter weâve ever seen.
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| âThe anti-Amazon rebel allianceâ â Shopifyâs 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 wasnât just adorable â its direct-to-streaming pivot may change movie industry math forever.
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| âHey Instacart, change your whole biz modelâ â Nestleâs pet passion. VW goes back to work. Instacartâs 1st profit decision. | 28 Apr 2020 | 00:18:05 | |
All your grocery delivery powered Instacartâs 450% growth, so weâve come up with a plan for their first profit. Volkswagen decided to reopen the worldâs biggest car factory, but itâs got a chicken/egg problem. And Nestleâs earnings reveal more about pets than they do about humans â an accelerated trend.
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| đ§ âBubble Tea Bubbleâ â Bobaâs breaking point. Appleâs Vision Pro secret. Norwayâs phone-ban experiment. | 06 May 2024 | 00:24:26 | |
Bubble Tea stocks are IPOâing minting boba tea billionaires â But bubble tea is actually the perfect case study on a financial bubble⌠The Bubble Tea Bubble. Apple just announced its worst earnings report weâve ever seen â And we think we discovered its secret numbers on the Apple Vision Pro. Norway banned smartphones in schools and we just got the experimentâs results â Turns out iPhones should be in lockers, not pockets. Plus, one airport in Japan has a perfect record with bags â Theyâve never lost a single suitcase in 36 years⌠and weâll 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. | |||
| âOpposite Day at Dominoâsâ â PPP + $320B + shaming. DraftKings goes public. Dominoâs is better in Corona-conomy. | 27 Apr 2020 | 00:18:54 | |
If you were impressed by Chipotleâs surge in online sales, youâll be blown away by Dominoâs. 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, âwhat the heck, letâs go publicâ â even though there are literally no live sports to bet on right now (except Russian table tennis).
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| âA tale of 2 Remdesivir trialsâ â Raytheonâs nuclear-tipped missiles. Unilever is an economic mirror. Gileadâs 2nd COVID trial. | 24 Apr 2020 | 00:18:21 | |
Ben & Jerryâs owner Unilever announced earnings that reflect the product hoarding and usage habits of the entire world (we know youâre not showering). Raytheon snags a nuclear-tipped stealth cruise missile deal that reveals what the defense industry is facing in a corona-conomy. And Gileadâs COVID-19 treatment just had disappointing results from a leaked report â markets react accordingly.
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