249-year old Birkenstock goes public today with an IPO — And if “The Lindy Effect” applies, Birkenstock will live *another* 249 years. Roku’s new streaming strategy: Buy leftover TV shows — We call it The Moneyball Strategy: find value in things others don’t. And Billionaire Charles Feeney invented the Duty-Free Store — He passed away yesterday, but not before giving away his entire $8B fortune to charity. $BIRK $ROKU $DUFRY Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shout...
Oct 11, 2023•21 min•Ep. 1059
After the surprise attack from Hamas, Israel is responding with punishing economics — It’s escalating its blockade on the Gaza Strip to a siege. The biggest potato company in America? It’s $13B Lamb & Weston, and its potato stock is at an all time high because we’re ordering more fries — Call it the French Fry index: The purest measurement of consumer confidence. And the biggest VC fundraise of the year is $1.7B for a parking lot — Metropolis is using billions to techify 3,300 parking garage...
Oct 10, 2023•21 min•Ep. 1058
The Michelin Guide is expanding from restaurants to hotels — This tire company (Michilin) getting into travel guides is one of the great stories of marketing history. To make AI happen, Meta launched 26 celebrity-based chatbots who look and interact like real people — Zuck paid the celebs millions, proving that AI fortunes favor the huge. And ExxonMobil is reportedly planning its biggest acquisition since… Exxon acquired Mobil — The $60B deal would make ExxonMobil the 4th biggest oil-producing (...
Oct 09, 2023•22 min•Ep. 1057
The #1 trending water bottle right now? It’s not Swell, Nalgene, or Klean Kanteen. It’s Stanley — Stanley sales are up 275% because of one “minnovation”. Ozempic is already being used by a shocking number of people — It’s not just a weight loss drug. It’s changing the entire economy. And you can now buy stock in Shrek (literally the music from the movie Shrek) — It’s financial memorabilia for which we’re happy to pay an emotional premium. $NVO $HPGSF Play our weekly news quiz: go.tboypod.com Sub...
Oct 06, 2023•22 min•Ep. 1056
FIFA just announced the 2030 World Cup hosts… sorry 6 different countries as co-hosts — Because sports has a Dictator Problem. Airbnb is facing more challenges right now than it ever has – So Airbnb’s going on a Pre-Apology Tour. And Tom Hanks just went on Instagram to warn you: The Tom Hanks video you’re seeing isn’t really him — Artificial Intelligence had its Tom Hanks moment. $ABNB $META Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to:...
Oct 05, 2023•21 min•Ep. 1055
Sam Bankman-Fried’s criminal trial just kicked off with some wild details ($55M for Tom Brady to work 20 hours?) — But we noticed some similarities between geniuses and frauds. You can now watch the entire “Mean Girls” movie… via 23 TikTok posts — It’s a prime example of how we prefer snacking on content. And everyone rips on Millennials for being financially behind previous generations — But Millennials are ahead on retirement savings, thanks to the “auto-401k”. $PARA $BTC $ETH Subscribe to our...
Oct 04, 2023•21 min•Ep. 1054
Toys ‘R’ Us is back with an ambitious expansion plan that they call “land, air, and sea” — Because location isn’t just a physical place, it’s also a mindset. The Nobel Prize was awarded to 2 scientists who invented the mRNA platform — But the surprise winner of the COVID vaccine is UPenn. And the Sphere in Las Vegas just hosted its 1st concert, so the stock popped 15% — This 8th wonder of the world highlights a new phenomenon: “Second-Screening.” $SPHR $AMC $MRNA $PFE Subscribe to our newsletter...
Oct 03, 2023•20 min•Ep. 1053
Blue Apron was sold to Wonder for $100M — The problem? That’s 95% lower than the mealkit compay’s peak valuation. We found out why. The S&P 500 fell by 5% in September — We found the quintuple whammy of economic worries that explain it. And luxury car brands are moving from car sales to condo sales — Because the cure for a commodity is a brand. $APRN $SPY $DRPRY $VWAPY $AML Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.c...
Oct 02, 2023•20 min•Ep. 1052
Ask Nick & Jack (almost) anything with this form . The newest and fastest-selling product at Costco? 1 oz gold bars — Because gold is the financial emergency survival kit for money. Microsoft is hiring for a surprising new role — Microsoft needs someone to build its own nuclear power plant. And Levi’s outgoing CEO has one major regret: He wishes he’d fired *more* people — Because you should “fire fast and hire slow.” $GOLD $COST $LEVI $MSFT Subscribe to our newsletter: tboypod.com/newsletter...
Sep 29, 2023•20 min•Ep. 1051
Tomorrow is the last day you can order a DVD from Netflix — For 10 years Netflix was just DVDs, then it made a brilliant pivot… by putting the DVD people in another building. Detroit is known for making cars, but now for politics too — Because in 2024, EVs are on the ballot. And ChatGPT is talking to the designer of the iPhone to make a physical thing — Pretty soon, you may be chatting to a “chatpod”. $NFLX $AAPL $TSLA $GM $F Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shou...
Sep 28, 2023•20 min•Ep. 1050
The surprise reason Lululemon enjoys consistent 20% growth every quarter? Cause it’s selling to moms and daughters *and* grandmas — Because Lulu prioritizes function over fashion. Amazon was just sued by the FTC and 17 states for running an illegal monopoly — But the biggest challenge to this lawsuit… is the law. Yelp is cracking down on what we’re calling “faux-star reviews” — It’s a fake review Hall of Shame. $LULU $YELP $AMZN Subscribe to our newsletter: tboypod.com/newsletter Want merch, a s...
Sep 27, 2023•18 min•Ep. 1049
Hasbro’s Nerf brand was essential to our childhood, so it’s opening its 1st ever Nerf theme park — Because great brands are like a rubberband… they can strettttch. The writers have reached a tentative deal with Hollywood (spoiler: Sources say it’s fantastic for the writers) — Now the other strikers will pull a Meg Ryan and ask “I’ll have what she’s having.” And Spotify just launched a feature that translates podcast hosts into different languages — It can translate words, but can it translate ch...
Sep 26, 2023•19 min•Ep. 1048
Since the writers’ strike began, you’ve been watching reruns (Suits, Seinfeld, and Wheel of Fortune) — the Hollywood Strike has been bad for TV, but great for everything else. How did Snapchat hit 5M paying subscribers? It’s because Snapchat is like a telephone — and every other social media is like a phonebook. And Deion Sanders just caused one sunglass startup to experience a $5M sales surge — Because the best PR is personal. $NFLX $SNAP Subscribe to our newsletter: tboypod.com/newsletter Want...
Sep 25, 2023•20 min•Ep. 1047
Elon’s musk’s most secretive startup (Neuralink) is moving to human trials — It’s connecting humans to computers to save the world from robots. The most influential media mogul of his era, Rupert Murdoch, is retiring from Fox News, News Corp, and more — It’s Succession, but in real life. And Walmart is adding vet clinics to its stores — Because Walmart’s done trying to be like Amazon. $WMT $AMZN $NWSA $TSLA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBes...
Sep 22, 2023•20 min•Ep. 1046
No, you’re not crazy. Songs are getting shorter — Because artists aren’t writing music for fans, they’re writing for Spotify’s algorithm. The Fed thinks interest rates will stay high through the end of 2024 — Which is why renting is the clear winner right now. Dollar General is the biggest retail chain in America with more stores than Walmart and McDonald’s combined — But Dollar General also has the worst job in America. $SPOT $DG Subscribe to our newsletter: tboypod.com/newsletter Want merch, a...
Sep 21, 2023•19 min•Ep. 1045
Natural Cycles just got FDA approval for hands-free birth control — Simply by wearing an Apple Watch, this app tells you when you’re fertile. Disney is struuuuggling right now, so it’s splurging $60B on its most profitable business: theme parks — We call it “The Mickenomic Stimulus Plan.” And Elon just said he will require all users to pay a small monthly subscription to use X (aka Twitter) — That’d make it the first major social network behind a paywall. $AAPL $DIS $NFLX Subscribe to our newsle...
Sep 20, 2023•21 min•Ep. 1044
Instacart is the rare tech company IPO’ing with a profit — Because Instacart has pivoted from Silicon Valley to Madison Avenue. Twelve years ago, San Francisco gave every Kindergartner a college savings account — It’s not an investment, it’s a manifestement. And the UAW auto workers strike has 1 big demand: A 40% raise — So we did the math on whether a 40% raise is reasonable or not. $CART $F $GM $TSLA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFact...
Sep 19, 2023•21 min•Ep. 1043
The unspoken trend in Millennial weddings right now? Prenups — The prenuptial agreement has gone from taboo topic to financial fun. Jets QB Aaron Rodgers is out for the season… thanks to artificial turf — So we’re looking at why NFL owners are in love with fake grass. And Salesforce has a new strategy: Boomerangs — The software company is re-hiring 3,000 people… who they already fired. $CRM $TTC $LZ Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet...
Sep 18, 2023•21 min•Ep. 1042
Take the weekly news quiz: Go.tboypod.com Subscribe to the daily newsletter: tboypod.com/newsletter - MGM has been hacked so badly that the hotel keys cards don’t work — We think the solution to ransomware attacks is “The Liam Neeson Doctrine.” - The biggest IPO on Wall Street in 2 years is Arm computer chips — The stock surged 25% to a $60B valuation because its computer chips are the coolest in the world. (Literally). - And the largest chain of British pubs is launching Surge Pricing for Beer ...
Sep 15, 2023•21 min•Ep. 1041
Code in Uber’s app reveals their secret next product: Uber Chores — It’s Uber’s chance to respect thy elders. The union repping 146K autoworkers goes on strike tonight — It’s GM, Ford, and Chysler, but Tesla’s the elephant in the room. And Coca-Cola just unveiled the first ever soda formulated by Artificial Intelligence — And we found a connection between AI soda, Goldfish Crackers, and our podcast. $UBER $KO $GM $F $TSLA $STLA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a sh...
Sep 14, 2023•19 min•Ep. 1040
Apple unveiled the new iPhone 15 — But the real story isn’t the phone, it’s the beginning of the end of dongles. Beyonce asked all her fans to wear silver to her concerts — And that surprisingly boosted one business: Etsy. And there’s a strange phenomenon in the workplace when you get promoted: You proceed to quit — We call it “The Promotion Paradox.” $ETSY $AAPL $GOOG Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow...
Sep 13, 2023•20 min•Ep. 1039
Walter Isaacson’s biography on Elon Musk arrives today, so we jumped in for you — And we found the common ingredient among geniuses like Elon, Einstein, Leonardo Da Vinci, and Steve Jobs: Curiosity. Twinkies’ parent Hostess is being acquired for $5.6B by Smuckers — Because the most important meal for Wall Street is snacks. A once every 25 years antitrust megatrial begins today against Google — But the biggest risk to Google isn’t losing the case. It’s losing its competitive mindset. $TWNK $SJM $...
Sep 12, 2023•19 min•Ep. 1038
Chobani, the yogurt co, just hired a writer… with a $300K salary — The internet thought that pay was outrageous, we’ll tell you why it’s not. Adidas earnings had a hole blown out by Kanye’s Yeezy debacle — Adidas' solution is the Samba (it’s not jus a shoe, it’s a lifestyle). And a top-performing stock this year? It’s Carvana, up 1,000% since May — Because Wall Street believes in forgiveness. $CVNA $ADDYY Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestF...
Sep 11, 2023•18 min•Ep. 1037
Apple stock just lost $210B in value in just 2 days — Because China found an iPhone replacement. Ikea just confirmed that their loopy maze-like store layout is both loved and lucrative — And there’s a psychological reason why. And SkinnyDipped just raised capital from a dozen celebs for its chocolate-covered snacks — Because they’re doing nothing innovative (and that’s exactly the point). $AAPL $TGT $GIS Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFa...
Sep 08, 2023•20 min•Ep. 1036
Diamond prices have plummeted by 40% this year — Because there’s a 30% chance your engagement ring was grown in a lab. YouTube is going through an existential crisis right now as YouTube Shorts surges — Gen Z YouTube is killing Millennial YouTube. And Polestar, the electric car co, is launching a phone — Because the smartphone is the Holy Grail of Tech, but it’s littered with failures. $GOOG $PSNYW $TSLA Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFa...
Sep 07, 2023•20 min•Ep. 1035
Taylor Swift is turning her concert into a movie and it already broke a pre-sale ticket record — But every medium requires a different methodology. Airbnb was just effectively banned in NYC — We’ll tell you why New York is enforcing its Anti-Airbnb position. And credit card companies are about to raise a secret fee charged every time you swipe — Technically the stores pay it, but in reality we all do: So we call it the “Swipe Tax.” $AMEX $MC $V $ABNB $AMC Subscribe to our newsletter: tboypod.com...
Sep 06, 2023•20 min•Ep. 1034
Football & baseball legend Deion Sanders is turning around one college football team — And his coaching style is really a business lesson. Burger King has been sued for its (allegedly) shrinking Whopper — The big trend in Fast Food right now isn’t Pumpkin Spice, it’s False Advertising. And the stock market theme of this fall? It’s the Return of the IPO — Instacart, Arm, and more are bringing back IPO’s this autumn. $RSTRF $CART $GM $DIS Subscribe to our newsletter: tboypod.com/newsletter Wan...
Sep 05, 2023•20 min•Ep. 1033
In May, we jumped on the mics for an interview on Adweek’s podcast, Young Influentials. In this 30 minute episode, you’ll jump-in TBOY-style… to The Best One Yet. - When we met in a freshman year dorm. - How we spun out TBOY from Robinhood Snacks, and how we rebranded. - How we create this podcast everyday. - Why we launched a newsletter, The Best Newsletter Yet. - But also why we plan to host this pod for another 40 years together. Yetis, we miss you and can’t wait to be back on the mics on Tue...
Aug 30, 2023•30 min•Ep. 1032
We’re dropping something vacation-themed: The Best Books Yet. Here are 3 of our favorite pop-biz books we’re bringing to the beach — they contain incredible stories with insights we’ve weaved into Takeaways before. These are our 3 Beach Biz Reads: Jack’s pick: “Creativity Inc.” — The founding of Pixar, the animation studio behind Toy Story. Creativity can be a one-off hit. But creativity at scale is what Pixar built. Nick’s pick: “Bitter Brew: The Rise & Fall of Anheuser-Busch” — The history...
Aug 23, 2023•18 min•Ep. 1031
It’s our last pod until Tuesday, September 5th as we take our annual vacation… but we whipped up 3 fantastic stories for ya: There are 17K ice cream parlors in the US, but 1 cone company dominates the market — Joy Cones proves that in some markets, boring is better. Skechers just signed England’s #1 soccer player to a lifetime deal to wear Skechers cleats — But its goal isn’t to be #1, it’s to be #3. And Tipping has reached a tipping point and we found the culprit: Toast — Toast’s payments table...
Aug 18, 2023•21 min•Ep. 1026
