The Best One Yet

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 repor...

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 $FSLRGot a SnackFact? Tweet it @RobinhoodSna...

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 $UBERGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on the pod? Fill out this form:https://forms.gl...

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 $JPMGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJac...

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 $RDFNGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on the pod? Fill out this form:https://f...

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 $GSGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a sho...

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 $NFLXGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on the pod? Fill out this form:https://forms.gle/KhUAo...

The Justice Department just slammed Google with the biggest antitrust monopoly case since the ‘90s. Elon Musk’s SpaceX nails a new partnership with Microsoft to handle cloud computing… in outer space. And Procter & Gamble’s earnings are a window directly into your home — while you’re eating and cleaning (so much cleaning).$GOOG $PG $MSFTGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfN...

Partially-owned by publicly-traded Discovery Inc, The Dodo is known for adorable 3-minute cat videos — but now it’s launching pet insurance. Energy legend Halliburton is selling shovels to an oil goldrush that isn’t getting rushed into. And Walmart is bringing its app to life… as a store (1,000 of them).$DISCA $HAL $WMTGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shout...

Getaround snags $140M in fresh funding to Piggyback Pop off Airbnb… but for your car. Fubo just IPO’d so we’re looking at the littlest streamer out there. And the winner of Amazon’s epic/delayed Prime Day? Anti-Prime Day.$FUBO $AMZNGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on the pod? Fill out this form:https://forms.gle/KhUAo31xmkSdeynD9Learn more about yo...

Shares of Nio (the Tesla of China) have subtly surged 1,000% since March because it’s made a lifestyle brand out of a glorified battery. Twitter and Facebook just faced their biggest ever test about whether they’re platforms or publishers. And Sleep Number stock popped because it’s doing everything with mattresses that Casper isn’t.$NIO $SNBR $TWTR $FBGot a SnackFact? Tweet it @RobinhoodSnacks @TB...

Thursday’s the new Friday. And Pilgrim’s Pride just dropped millions to settle a chicken price-fixing lawsuit that reminds us of Big Tech. Meanwhile, Big Banks kicked off earnings season, but we’re more interested in the diversification going on at BlackRock. And we noticed that some subtle job postings reveal major moves from Uber’s moonshot idea: Freight.$PPC $BLK $UBERGot a SnackFact? Tweet it...

Apple’s surprise product event may result in the biggest iPhone sales season ever thanks to 5G. We noticed that NordicTrack’s owner, Nautilus, and Hyperice just raised big money in a Peloton world — but we’re wondering what Big Tech company will acquire them. And a single line from Delta’s earnings report was enough to drop the stocks of entire industries.$AAPL $DAL $NLSGot a SnackFact? Tweet it @...

The Red Sox might bouncing back from missing the playoffs by transforming into a publicly-traded stock. Twilio stock jumped 8% yesterday — you probably use it everyday but don’t know it. And fashion brands are pulling a QVC to fix the 2 biggest issues with online shopping.$TWLO $PVH $RBACGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on the pod? Fill out this fo...

Cannabis stocks just enjoyed their best day in months after 2 major moves to finally define the relationship with DC. Should Disney send out dividend checks forever… or permanently treat itself to $3B every year in a Netflix world? And Microsoft is the first Big Tech to go permanent Work From Home — so we got ourselves the first WFH Playbook.$TLRY $ACB $CGC $DIS $MSFTGot a #SnackFact? Tweet it @Ro...

Remember when Netflix put $100M into black-owned banks? JPMorgan is spending 300 times that toward racial justice in a move we’ve never seen before. Kroger is disrupting itself with a ghost kitchen in aisle 4. And Dollar General is already living its best life… so it’s doing the opposite: A fancier chain for wealthier customers. The “five dollar” store. $KR $JPM $DGGot a SnackFact? Tweet it @Robin...

Levi’s shares popped 5% after earnings, but we are most focused on its new online thrift store for secondhand Levi’s. McDonald’s just added its 1st baked breakfast item in 8 years, so we’ve got a bold idea for Ronald: Breakfast Club. And gene-editing pioneer Crispr watches its stock jump 11% — doesn’t hurt when your co-founder just got a Nobel Prize in chemistry.$LEVI $CRSP $MCDGot a SnackFact? Tw...

TheRealReal shares surged 10% on a deal with Gucci that changes fashion more than Blue Steel did (Mer-man, pop. Mermannnn). Sonos stock dropped on word Apple’s pulling the “it’s not you, it’s me.” And Venmo’s new credit card launch is really a story about the company behind the plastic: Synchrony Financial.$REAL $SONO $AAPL $SYF $PYPLGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewY...

Regeneron’s stock jumped because saving a nation’s president’s life is straight-up earned media value. Tesla has officially cannibalized itself… and we think that’s a good thing. And Cooler Screens snagged $80M to make your bodega’s drink fridge digitally speak to you.$REGN $TSLAGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on the pod? Fill out this form:https:...

The most important Jobs Report of the year is really America’s economic report card. Etsy shares have nearly tripled this year because it’s figured out something crafty that Amazon hasn’t. And Mission Produce’s IPO reminds us more of oil than avocado.$AVO $ETSYGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on the pod? Fill out this form:https://forms.gle/KhUAo31...

Pepsi is thinking about entering the alcohol biz — but that’s way more complicated than fermentation. Telemedicine innovator was the 2nd fastest company ever to become a unicorn, but now it’s SPACing itself into a publicly traded stock. And Bed Bath & Beyond is now living the opposite life that you expected.$BBBY $PEPGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutou...

Canada Goose shares jumped 8% yesterday because if you’re gonna eat out this winter, you’re going to bundle up in Goose. Disney’s firing 28K workers, yet its stock keeps rising. And Happy Direct Listing Day – Asana and Palantir ditched the investment banks and sent their stocks trading solo.$GOOS $PLTR $ASAN $DISGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on...

Stitch Fix’s personal styling biz was already slowing - now Amazon’s doing the same thing. Beyond Meat shares surged 9% because this deal with Walmart is way more than just a deal with Walmart. And Blackstone is America’s biggest landlord. Their climate pledge is also a profit pledge.$SFIX $BYND $BXGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @NickOfNewYorkWant a shoutout on the pod? Fill...

Uber stock jumped 3% on a ruling in London that we think begins Uber’s new era. Roku is thinking 6-months ahead about your entertainment needs, so it’s turning your streaming TV into a streaming movie theater. And our “almost Unicorn of the Day” is ShipBob, which snagged $68M. It’s playing its part in the anti-Amazon rebel alliance.$ROKU $UBERGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack @N...

Vail Resorts’ is fighting climate change long term, but could surprisingly thrive this COVID ski season. Square’s stock jumped 12% last week because Cash App’s network effects aren’t getting enough love. And Bezos decided to go dystopian in Amazon’s big product day with a drone that flies through your home like an aerial Rottweiler.$MTN $SQ $AMZNGot a SnackFact? Tweet it @RobinhoodSnacks @TBOYJack...