The Best One Yet

Already the world’s biggest jeweler, Pandora will never sell another real diamond again… only lab-grown ones. Winnebago is living its best life, so we’re looking at why its motor home stock isn’t. And Microsoft just became a Double-Platinum Pegasus with a $2 trillion valuation which begs 2 questions: Microsoft? How?$PANDY $WGO $MSFT Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNe...

Match just splurged $2B on video tech to make your Hot Vaxx Summer dates feel like a game. Airlines are facing such a pilot shortage that you’ll probably pay more for your flight (and then it’ll probably be canceled). And the biggest landlord on Earth, Blackstone, bets $6B that real estate is at a peak, not a summit.$MTCH $BX $DAL $AAL Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOf...

Everyone’s talking about Amazon Prime Day, but we’re focused on Costco (new target: Home-lennials). Bitcoin fell below $33K on a mining problem, but it’s actually an opportunity for Riot Blockchain, a pureplay mining stock. And WeWork just had its best quarter… since the one where the company fell apart.$WING $BTC $COST $BOWXGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant...

Manchester United just survived another quarter with no fans, but its brand equity is its fan loyalty. Jack In The Box, Uber, and a TikTok singer just created what we’re calling an “Influencer Restaurant.” And SPACs didn’t just drop last week… they suffered a SPAC-down of awkward headlines.$MANU $ UBER $JACK $ME $BLDE $DKNG $RIDEGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork...

Victoria’s Secret just traded Tyra Banks for a pro soccer player to pull off the greatest brand turnaround in history. Spotify just launched its live audio Clubhouse rival, but if you acquire a zucking is it still a zucking? And Juneteenth is now a national holiday, but the bigger story is the Reparations Economy.$LB $SPOTGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a...

We just got an update on Apple’s secret “Project Casper”: Apple Doctors. A random ship has become Deutsche Bank’s most profitable investment of the year. And self-driving icon Waymo just raised $2.5B, but its secret weapon is Google Maps.$ZIM $DB $AAPL $GOOG $GMGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod? Fill out this form:https://forms.gle/KhU...

The most-downloaded fashion app is now Shein, and it’s created a new behavior: Real-Time Fashion. Yelp whipped up data on how you’re dining, but it tells us more about Yelp than the recovery. And Sinclair is launching the 1st nationwide regional sports network, but the $23/month price tag is a key part of the Streaming Wars.$YELP $SBGIGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOf...

Lordstown Motors was supposed to be the hero of electric cars, but it looks like it wasn’t even real. Dave & Buster’s is hoping a limited time margarita can cure the Decay Curve. And after a rare bipartisan bill and a big G7 summit, the economic victor of the US vs China is Made in USA.$PLAY $RIDEGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod? Fill...

Netflix just launched its 1st ever store, which we’re calling the path to Disney-fication. Tesla unveiled a $144K car because ultra-luxury helps you sell your cheapest products too: Peer Price Pressure. And DiDi (“the Uber of China”) filed for what may be the biggest IPO of the year because it does what Uber doesn’t.$DIDI $NFLX $TSLA $DISGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @Nick...

WeWork, Google, and Microsoft are all investing in the Second Coming of Zoom: Holograms. Chipotle’s jacking up prices on your burrito bowl, but doing something no one else is: Elevating the Burrito, too. And Klarna hit a $46B valuation because it’s TikTokified the credit card.$GOOGL $ART $AFRM $CMGGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod? Fil...

Bitcoin’s price popped 10% Wednesday because it just became legal tender of El Salvador. Ski legend Vail Resorts dropped the price of its Epic Pass by $200, but guac is always extra. And a major leak of tax returns showed how much ultra-wealthy CEOs actually pay in taxes.$MTN $BTC $TSLA $AMZN $BRK.AGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod? Fil...

Did your internet go down yesterday? It probably did, and the company to blame was Fastly… yet its stock jumped 11%. Apple’s major conference has 1 critical Takeaway for ya: FaceTime is its new hero product. And Bitcoin fell yesterday because of that 3-legged stool of crypto.$FSLY $BTC $AAPLGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod? Fill out t...

The G7 nations are ending the epic corporate tax loopholes, but there’s a finance yin to every business yang. Marriott Vacations (different company from Marriott Hotels) has become a pure play Boomer stock. And Biogen stock surged 40% on FDA approval of a drug to treat Alzheimers.$VAC $MAR $BIIB Want a shoutout on the pod? Fill out this form:https://forms.gle/KhUAo31xmkSdeynD9Got a SnackFact for t...

Investors didn’t care about Lululemon’s clothes... They focused on Lululemon’s Mirrors. United Airlines is re-introducing supersonic jets because in business, if you’re on-time, you’re late. And Jokr’s 15-minute deliver-your-cravings startup introduces a new industry in the US: Super Delivery.$LULU $UAL $ACIC (Archer) $DALGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a...

Funny little thing just got filed with the US Patent Office: A trademark by Tesla… for a restaurant (we’re calling it “Charge Club”). Twitter just whipped up the 1st major subscription service in all of social media. And Snappy just raised $70M for your boss to send you gifts you don’t hate.$TSLA $TWTRGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod?...

Shares of AMC surged so much yesterday, they had to be halted by the New York Stock Exchange. 4 times. And then AMC’s CEO did something we’ve never seen before. Etsy dropped $1.6B for second-hand clothing app Depop, because that’s where TikTok shops. And Earth’s biggest meat icon was just hacked and only one hero can save it.$AMC $ETSY $JBSAYGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @...

Krispy Kreme just had its best year ever, so it’s IPOin’g with “Hot Light Theaters” and “glaze waterfalls” (their beautiful words, not ours). Earth’s biggest cannabis company, Canopy Growth, fell 7%, but it’s finally thinking beyond the flower. And yes, your weekend summer kick-off Lyft ride was 37% more expensive… and you can blame Millennial Inflation for the $$$ Uber.$DNUT $CGC $LYFT $UBER $DKN...

Poparazzi has risen to #1 in Apple’s App Store after just 1 week of existence — but is it a Snapchat or an HQ Trivia? Urban Outfitters may have suddenly saved itself from the Discounting Death Spiral… of Death. And Joe Biden just introduced his 1st budget proposal as president: For $6 trillion it’s not about what’s on the menu, it’s about who gets the check.$URBN $SNAPGot a SnackFact? Tweet it @Ro...

In our last pod before the 3-day weekend (back at it on Tuesday), Facebook is giving you the option to disable the like. The Gap is moving in with Walmart because retail is a story of extremes. And Royal Caribbean just became the biggest test yet of the entire Reopening Economy.$RCL $GPS $WMT $FBGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod? Fill...

McDonald’s just launched its BTS boy band collaboration with a digital strategy that’s never been tried in food before: Golden Repackaging. Exxon Mobil’s board just got served a Cinderella story from a little engine. And MGM Studios has been officially acquired by Amazon — last week we looked at Amazon Prime Theaters, this week we’re looking at why they did it (Answer: Passion of the Prime).$MCD $...

Some PFWTM say The New York Times is in talks to acquire The Athletic, but we think it’s pulling a George Costanza and whipping up a news super app. Bowery hit a $2.3B valuation in the biggest vertical farming deal in (kale) history. And Chia raised $61M to create a greener cryptocurrency — it’s “farming,” not “mining”.$NYT $XCHGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYork...

Virgin Galactic shares jumped after the space company’s successful test flight. Modern Fertility was acquired by Ro because FemTech could foster a 2nd economic revolution. And the judge kinda showed her cards in the final day of Apple court drama against Fortnite over the “App Tax”.$SPCE $AAPLGot a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a shoutout on the pod? Fill out...

Snap just whipped up its 4th ever augmented reality glasses, but it isn’t a viable product (and that’s perfectly okay). IHOP whipped up a new version of itself so you actually spend less time at IHOP. And Super raised $500M because everyone talks about Millennials *buying* homes, but the real story is Millennials *breaking* homes.$SNAP $DIN Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @...

Oat milk pioneer Oatly popped 19% on its 1st day of trading, but it said something we’ve never heard in an IPO. Ralph Lauren is 81, but his company is connecting with Zillennials on Snapchat. And JPMorgan is making a big bank move that’s unprecedented: Giving credit cards even if you got no credit score.$OTLY$RL $JPM $WFC Got a SnackFact? Tweet it @RobinhoodSnacks @JackKramer @NickOfNewYorkWant a...

Bitcoin plummeted to $30K before recovering, and it can all be explained by a single piece of furniture. Home Depot just threw up insane House Hype numbers, but the story of the summer will be what we call “home-vesting.” And we noticed one interesting thing from Google’s first big conference in 2 years: An algorithm change that can change an economy.$BTC $ETH $DOGE $GOOG $HD $SHOPGot a SnackFact?...