Brazilian steakhouse Fogo de Chao just sold for $1B – We found out how it makes twice as much money per restaurant as The Olive Garden. TJ Maxx stock just hit an all-time high and is now worth $100B — Because TJ’s hand-me-down strategy is paying off. And back in 2008, legendary investor Michael Burry (from “The Big Short”) made a billion-dollar bet against the housing market, and he was right — He just made another, even bigger, Big Short. $DRI $TJX $TGT $SPY Subscribe to our newsletter: tboypod...
Aug 17, 2023•20 min•Ep. 1030
The Atlanta Braves just became the first publicly-traded baseball stock — So we jumped into their roster… which is their earnings report. Ever heard of a Croc-Tart? It’s a Crocs and Pop-Tart collab — Because collabs are affordable noise. And China just canceled its Youth Unemployment Report — Because 2023 China is starting to look like 1993 Japan. $CROX $K $BATRA Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboy...
Aug 16, 2023•19 min•Ep. 1027
TikTok trend with 40M views? #GirlMath — So we’re looking at Girl Math, Guy Math, and the financial savviness hidden in those videos. Dunkin’s just launched spiked iced coffee in a can even though two alcohol companies already tried that and failed — So we found the one reason why Dunkin’ may work. And searches for UPS truck driver jobs are up 50% since the CEO announced $170K salaries – Now we think UPS needs to wear that shirt, not let the shirt wear it. $UPS $FDX $TAP Want merch, a shoutout, ...
Aug 15, 2023•19 min•Ep. 1028
The WSJ examined 20 years of collegiate (over)spending — but the buck stops with the boards. Target added Starbucks to curbside pickup at 1,700 locations — turning a weekly shopping habit into a daily coffee habit. And Brightline, the first private Amtrak competitor, is breaking ground on rails from LA to Vegas — and it didn’t set a deadline, it set a finish line. $TGT $SBUX Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and T...
Aug 14, 2023•20 min•Ep. 1029
Lyft is trying to end Surge Pricing — But for every business Yin there is a business Yang. Coach is buying Michael Kors for $8.5B — But it’s really about American fashion vs European fashion. And Disney just jacked up the price of Disney+ by 27% — So we whipped up a new thing… Subscription Arithmetic. $LYFT $UBER $CPRI $TPR $DIS 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 Lea...
Aug 11, 2023•20 min•Ep. 1025
Dave Portnoy sold Barstool Sports to a gambling company for $550M, but just allegedly got it back for free — Because pirates don’t wear ties. WeWork just warned Wall Street that it might go bankrupt — So we did the math, and WeWork is actually worth $0. And Tilray, the $2B cannabis giant, just randomly bought 8 has-been beer brands from Budweiser — Shocktoberfest came early because weed legalization is late. $WE $PENN $TLRY $BUD $UL Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboyp...
Aug 10, 2023•19 min•Ep. 1024
The maker of trending weight loss drug Wegovy just discovered it reduces heart disease too — It’s a miracle drug, but only if your insurance approves it. MrBeast isn’t just the biggest YouTuber on earth, he also runs a $100M fast food chain — But he just got sued for $100M because of an “inedible” burger. And Siemens powers 1/6th of all electricity on earth, but there’s one problem with its wind turbines — They keep falling over (and they’re the size of the Statue of Liberty). $NVO $LLY $ENR Wan...
Aug 09, 2023•19 min•Ep. 1023
The legendary Pac-12 college athletic conference is on the verge of collapse, so we have a crazy solution to propose – Partner with Apple to turn the “Pac-12” into the “Mac-12.” Zoom just announced the most ironic news of the year — Zoom is bringing employees back to the office because Hybrid Work ate Remote Work. And Warren Buffett is 92 years old, but just delivered the best financial quarter of his life — And we also discovered his favorite child: Geico. $AAPL $ZM $BRK.A Want merch, a shoutou...
Aug 08, 2023•20 min•Ep. 1022
Elf Beauty is a top 10 stock of the past 5 years — Because Elf has legitimized the Dupe. There’s 1 part of travel that’s actually cheaper right now: Domestic Flights — Thanks to a surge in travel to Europe, JetBlue and Southwest have put US travel on the sale rack. And Cruise is the 1st self-driving car to sponsor a professional sports team (the SF Giants) — Because emerging innovations need mainstream moments.$ELF $LUV $JBLU $BKNG Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypo...
Aug 07, 2023•22 min•Ep. 1021
Amazon just announced stellar earnings, sending the stock to a 1-year high — But Amazon’s Achilles Heel is your grocery order. Bank of America will stop saying “Recession” because the economy is far from it — But certain parts of the economy can still feel recession-ish. And Starbucks’ biggest growth market is China… which is a tea country — So Starbucks turned into a caffeine missionary, converting anyone from matcha to espresso. Our weekly TBOY quiz: go.tboypod.com $AMZN $SBUX $BAC Want merch,...
Aug 04, 2023•20 min•Ep. 1020
Pokemon Sleep is soaring to the top of the App Store by gamifying your slumber — But its growth hack is the humblebrag. KFC sales surged 19% last quarter thanks to the debut of their chicken nugget — But we noticed chicken’s been eating beef for 50 years. And Strip Malls were once the armpit of American retail, but now are the #1 play in commercial real estate — Because some things are just un-amazonable. Subscribe to our newsletter at news.tboypod.com $AMZN $NTDOY $YUM Want merch, a shoutout, o...
Aug 03, 2023•19 min•Ep. 1019
Birkenstock just enjoyed a Barbie bump and is reportedly planning to IPO as soon as September — Because Birkenstock is a Cinderella story… literally. Big Oil is quietly making a major pivot — From oil to EVs (meet the new boss, same as the old boss). And Bed Bath & Beyond has been resurrected — Overstock.com just relaunched Bed Bath & Beyond thanks to a trick we call “Brand Arbitrage.” Subscribe to our daily newsletter at news.tboypod.com $CROX $OSTK $XOM Learn more about your ad choices...
Aug 02, 2023•20 min•Ep. 1018
NASA is joining the streaming wars with NASA+ — Because to win wallets & dimes, you’ve first got to win hearts & minds. Jeep sales have dropped for 8-straight quarters — Because what SUV to buy is a zero sum game. And the top-performing FinTech stock of the year so far? It’s SoFi — Because SoFi’s CEO is Jon Snow.$SOFI $NFLX $GM $F 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 Y...
Aug 01, 2023•20 min•Ep. 1017
Sign up at news.tboypod.com for The Best Newsletter Yet Maxwell House coffee just unveiled instant iced latte technology — Because Iced Coffee is 75% of coffee ordered away from home, but only 7% at home. Meta’s Threads was the fastest app ever to hit 100M downloads as it took on Twitter — But we just got the numbers on how things have gone since (not well). And this July has been the hottest month ever recorded, by far — One solution to climate change may actually be the whitest white paint eve...
Jul 31, 2023•19 min•Ep. 1016
The defining moments for the economy so far this year are all feminine — We found the 3 reasons the “economy” is actually the “She-conomy.” McDonald’s stock is at an all-time high, thanks to Grimace — Aaaand it’s launching a new restaurant chain. And TikTok isn’t banned, so it’s going on the offensive — by copying Amazon, Spotify, and Twitter all in one month. $MAT $AMZN $SPOT Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and...
Jul 28, 2023•22 min•Ep. 1015
The Snoo is selling $100M of smart baby bassinets every year — But this baby startup borrowed a lesson from BMW. Google Maps and Apple Maps are a navigation duopoly — But Amazon, Meta, and Microsoft just teamed up for a 3rd map app. The Fed just raised interest rates to their highest level in 22 years — Because the Fed’s thinking like Smokey Bear. $GOOG $AAPL $META $AMZN $MSFT $BMWYY Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitt...
Jul 27, 2023•22 min•Ep. 1014
Spotify’s just announced its best user growth ever, but the stock fall 14% — Because sometimes a user can be a loser. UPS just reached an agreement with the workers’ union, it won’t go on strike — But 2023 is still the “Year of the Strike.” And Sam Altman’s WorldCoin just launched the craziest crypto we’ve seen — Scan your eyeballs into a crypto orb to save the world from AI robots. $SPOT $UPS $BTC $WDC Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet...
Jul 26, 2023•20 min•Ep. 1013
Barbie & Oppenheimer enjoyed the 4th best Box Office weekend ever — Because “Barbenheimer” reveals the power of the Positive Sum Game. Elon just erased Twitter from Twitter, it’s now called “X” — Because when you make a mistake, you X it out… literally. And the hottest-selling personal care product right now? It’s deodorant (because it’s hot) — Deodorant is taking more body share (anyone else swiping their thighs?).$MAT $HAS $UL Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboyp...
Jul 25, 2023•20 min•Ep. 1012
Is it just us, or does every celebrity have their own tequila brand — But when you drink a celebrity liquor, you’re drinking hip hop history. Amex Platinum *was* the only credit card with its own lounge, until now — Chase launched one, because vanity is the most seductive sin. And Amazon just bought an old NASA facility in Florida to build the other AWS — Amazon Web Satellites, because Amazon thinks 20 years ahead. $JPM $AMZN $AMP Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod...
Jul 24, 2023•18 min•Ep. 1011
Everyone’s talking about the Barbie movie, but we want to talk about the Barbie doll — Because Barbie isn’t just a doll, she was an early disruptor. Zillennial 1st-time homebuyers aren’t buying “Starter Homes,” they’re buying “Forever Homes” — The solution to our housing problem is “build baby build”. And Netflix is the best-positioned entertainment company to weather the Writers’ and Actors’ Strike — Because Netflix gave consumers more, but Hollywood less. Play this week’s TBOY Quiz: go.tboypod...
Jul 21, 2023•20 min•Ep. 1010
“Oppenheimer” debuts tonight on IMAX, so we’re looking at IMAX’s business model — Because it’s a case study flexibility. Kim Kardashian’s shapewear brand hit a $4B valuation and wants to IPO — Because Skims filled the Victoria’s Secret vacuum. And Microsoft finally priced the Office AI assistant that you’ll be using soon — And that’s why Microsoft’s stock just hit an all-time high. $IMAX $VSCO $MSFT Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on ...
Jul 20, 2023•18 min•Ep. 1009
The Women’s World Cup kicks off Thursday in New Zealand (and Australia) — But we think the Women’s World Cup is a growth stock, while the Men’s tournament is a value stock. AT&T shares just fell to their lowest level in 30 years on a WSJ investigation into its lead cables — But the real problem for AT&T is its failed empire. And the new “it” mode of transportation this summer? It’s the bus — The bus industry is surging thanks to a quote from Napoleon. $T $VZ $SPY Want merch, a shoutout, ...
Jul 19, 2023•20 min•Ep. 1008
The world’s greatest soccer player, Lionel Messi, just began his career in Miami — But the real winner is actually Apple, who’s master plan is to get America loving soccer. Allbirds’ latest shoe is the most sustainable ever (net zero carbon) — But does it violate Allbirds’ very own rule on weirdness? And we’ve got a shortage of Accountants in America that’s affecting Wall Street — If you know an Accountant, hug them. Then give them a raise. And send them this pod. $BIRD $AAPL $AAP Want merch, a ...
Jul 18, 2023•19 min•Ep. 1007
Yetis & Besties, thanks to all of you for getting us to 1,000 episodes (it’s a lovely, nice, round number). Shopify thinks meetings waste valuable company time, so they created a meeting cost calculator — Because your 3-person meeting cost $672. Opill is the first FDA-approved birth control pill — But it’s not just a medication, it’s an economic booster too. Arizona is on pace for 18 straight days over 110 degrees — And the Air Conditioner industry has become the duct tape of Climate Change....
Jul 17, 2023•19 min•Ep. 1006
Hot Dogs have been named the “it” food of the summer — because hot dogs are a platform. The Hollywood strike is a lot bigger now that actors joined the writers — but we’ve seen this movie before. When new viewing tech arrives, we need new rules on who gets paid. And Delta Airlines’ quarterly earnings confirm our hypothesis from earlier in the week — Americans are choosing Mykonos over the Magic Kingdom. Take The Best Quiz Yet: go.tboypod.com $DIS $DAL $AMZN $WBD Want merch, a shoutout, or got Th...
Jul 14, 2023•17 min•Ep. 1005
Domino’s swore it would never use 3rd party delivery apps — But great business minds are willing to change their mind. We just got the best Inflation report in years — And when you look at the data, the US is the clear #1. And Aretha Franklin passed away 5 years ago, but her will has been stuck in a couch since then — The greatest gift you can give your family is planning for death. $DPZ $UBER $SPY Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on...
Jul 13, 2023•19 min•Ep. 1004
“Disney World Hasn’t Felt This Empty in Years” — That’s the headline right now for Disney, because Americans are getting their passports stamped. Kura Sushi is the Japanese-American stock sensation of 2023 — Because the #1 craving of investors this year is restaurant stocks. And the She-cession is officially over — After a Pandemic drop, the percentage of the women in the American workforce just hit an all-time high. $KRUS $DIS $SPY Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboy...
Jul 12, 2023•19 min•Ep. 1003
YouTubers Logan Paul and KSI launched an energy drink that’s now the target of Congress — because minor customers can lead to major problems. Amazon Prime Day starts today, but it’s not just Amazon — all of retail is celebrating the made-up holiday because we’re all craving tiny treats. And Zuck just announced that Threads is the fastest-ever app to hit 100M downloads — but Threads’ greatest weakness is Twitter’s greatest strength. $META $AMZN $WMT $PEP Want merch, a shoutout, or got TheBestFact...
Jul 11, 2023•19 min•Ep. 1002
Las Vegas just unveiled the largest sphere on earth — “Sphere” is actually a publicly-traded stock too, and it previews the future of live entertainment. China just weaponized geology (because the US weaponized chips) — Because nobody wins in a trade war. And Rivian’s stock has surged 80% in just two weeks — Because Rivian isn’t just selling to people, it’s selling to Amazon. $RIVN $SPHR Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, T...
Jul 10, 2023•18 min•Ep. 1001
Mattel’s Barbie movie just put on a master class in marketing — It’s not an ad campaign, it’s an “ad champagne” Today’s Jobs Report is expected to be huge — but it’s also expected to be the most confusing, so we’re jumping into it TBOY-style. And the “Model A” flying car just got FAA approval for a test flight — but just like the spork, the best of both worlds can actually be worse. (FYI: Here’s that Barbie Malibu Dreamhouse Airbnb we were talking about: https://www.airbnb.com/rooms/857387972692...
Jul 07, 2023•19 min•Ep. 1000
