Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop. Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do. And Teledoc, the owner of BetterHelp, just announced bummer news for investors: It’s “well-penetrated” — A small announcement like that makes a huge difference if you look 10 years out. By the way… on leap day, stock markets don’t...
Feb 29, 2024•18 min•Ep. 1149
Inspired by Uber, Wendy’s is adding digital billboards to all locations by 2025 so it can bring Surge Pricing to fast food — How much does a burger cost? Depends on the time of day. Kroger and Albertsons were about to merge in the biggest deal in grocery history, but the government just sued to block it — Because this year’s election will be decided in the grocery aisle. And after 10 years of developing a secret iCar, Apple is quitting — But we think Apple already owns your car (we’ll explain). ...
Feb 28, 2024•20 min•Ep. 1148
Ikea’s got its own malls now, and is adding a branded coworking space to them — Ikea just launched a rival to WeWork because coworking isn’t a product, it’s a feature. The #3 coffee chain in America? It’s Dutch Bros — The Broistas at Dutch Bros are catching up to Starbucks by obsessing over the drive-thru. And Warren Buffett just wrote his annual letter to shareholders — It reminded us of Warren’s legendary “20–Slot” mindset of patient investing. Plus, Pitbull is opening a restaurant inside a Wa...
Feb 27, 2024•21 min•Ep. 1147
5 countries have landed on the moon, now 1 company has: Intuitive Machines — Nasa was barely involved, because sometimes to grow, you have to let go. Pork demand is down in America for the last 20 years, because Chicken is taking over — The real problem? “The Other White Meat” marketing campaign. Reddit was one of the first social media companies, but will be the last to IPO — But the biggest risk to the company? Revolt. Literally. $RDDT $LUNR $TSN Subscribe to our newsletter: tboypod.com/newsle...
Feb 26, 2024•21 min•Ep. 1146
Need advice? Got a question? Write-in to get it featured on our new podcast series: “TBOY Hotline” — Email: [email protected] Subject line: TBOY Hotline. We just got the results on the biggest 4-day workweek experiment ever… the results were huge — But the biggest challenge to the 4-day workweek is the same as your Middle School dance. Nike just made the biggest mistake in sports fashion history: “Jersey-gate” — Because you shouldn’t get feedback from fair-weather fans. And tomorrow is the...
Feb 23, 2024•20 min•Ep. 1145
American Airlines increased their checked bag fee by 33%, but economics shows they should do the opposite — Airlines should kill overhead compartments… kill the carryon. Liquid Death is selling the space on their boxes as an ad to Coinbase – It’s a “tiny billboard” and it’s the dumbest idea you can think of (and that’s the point). Nvidia just announced that revenues nearly quadrupled last quarter — Because they price their chips like Hermès prices their handbags. And Apple debunked the “rice wil...
Feb 22, 2024•21 min•Ep. 1144
Capital One is acquiring Discover Card for $35B, the biggest acquisition of the year — Because credit cards are still a fashion accessory. Wawa, the Philadelphia-based convenience store, is expanding nationwide — But Wawa’s secret to success isn’t the hoagies, it’s the bathrooms. And OpenAI launched Sora, their text-to-video AI product that creates Hollywood-style video in seconds — But like nuclear power, Sora can be good or bad. $COF $DFS Subscribe to our newsletter: tboypod.com/newsletter Wan...
Feb 21, 2024•21 min•Ep. 1143
Girl Scout Cookies are on pace for their first ever billion-dollar year — So we’re breaking down the economics of every box of Samoas. Robinhood just announced a profit and the stock has surged 60% since November — Because Venture Capitalists reward risk, but Wall Street rewards boring. And Greece found a clever way to capitalize on tourism: IPO the Athens International Airport — You can now own stock in a Greek airport. Plus, Tooth Fairy payouts just hit an all-time high (and she’s giving out g...
Feb 20, 2024•20 min•Ep. 1142
The Prenup Pop: The hot new wedding trend among Millennials is Prenuptial Agreements — Prenups are up 15%, so it’s time to redefine the Prenup. Tinder’s earnings revealed that despite inflation, we’re paying for premium dating app features — Because the most important investment of your life? It’s your life partner. McDonald’s removed salads from its menu, but that business decision is a lesson for your love life — If you’re trying to please everyone (a people pleaser), you’re not pleasing yours...
Feb 16, 2024•19 min•Ep. 1141
There’s record low snow, but Vail Resorts is still enjoying record high revenue — And it’s all thanks to a pricing strategy from Heidi Klum: “You’re either in or you’re out.” Lyft’s just made the most expensive typo ever — The stock surged 67% on a $3B typo, so we jumped into the history of Wall Street typos. Walmart is reportedly trying to acquire Vizio TVs for $2B — Because Big Tech’s next battle is for your living room. Plus, chocolate prices have doubled, so don’t eat your Valentine’s candy…...
Feb 15, 2024•22 min•Ep. 1140
Daters are choosing Linkedin over Tinder and other dating apps — Because historically, Americans have found their future spouse at work. During the Super Bowl, Beyonce announced her new album Act II, dropping March 29th, and her musical pivot to country — Because country music is now a growth industry. And Australia is passing a law on “The Right to Disconnect” — If your boss sends you an email at 8:19pm, you legally have the right not to respond. Plus, more of our publicly-traded poetry. And a ...
Feb 14, 2024•18 min•Ep. 1139
Sony just made the biggest purchase in music history, Michael Jackson’s music collection for $1.2B — Because they separated the art from the artist. The Super Bowl winner wasn’t Kansas City, it was Dunkin’ Donuts — Because Super Bowl commercials aren’t 30 seconds long, they’re 30 days. And over the weekend, one of Google’s self-driving Waymo robotaxis was set on fire — And that reminds us of the same incident… in England… 200 years ago (spoiler: It’s the Luddites). $SONY $PARA $GOOG Subscribe to...
Feb 13, 2024•20 min•Ep. 1138
Fortnite, the world’s biggest video game, just got a whopping $1.5B investment from Disney — Because when it comes to innovation, evolution is easier than creation. Build-A-Bear newest teddy bears are laughably for 18+ — It shows the power of the “Velvet Rope Effect.” And America’s newest bestie? It’s Mexico — China has been replaced by Mexico as our top trading partner, so we’re going to break down friend-shoring, near-shoring, and re-shoring. $BBW $DIS $SPY Subscribe to our newsletter: tboypod...
Feb 12, 2024•20 min•Ep. 1137
The stadium hosting the Super Bowl has 1,400 toilets and urinals — But those drains aren’t for your bladder, they’re for your wallet. McDonald’s CEO was forced to address the viral $18 Big Mac combo meal — That $18 Big Mac is both an economic story… and a psychology story. And the stock of Arm computer chips surged 50% yesterday — Because it’s the William Shakespeare of chips. $MCD $ARM $SPY Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to:...
Feb 09, 2024•21 min•Ep. 1136
With a record number of Americans turning 65 this year, we have to talk about “PINKs” (= “Passive Income, No Kids”) — PINKs are the new top demo in America (sorry, DINKs) Chipotle stock reached an all-time-high and is worth more than Mercedes, Marriott, or PayPal — but it’s all thanks to Chipotle’s hero metric: The throughput. And three TV companies are merging their sports networks to create the ultimate sports streaming network — The ~$40/mo streamer could kill the cord. $CMG $NFLX $DIS $WBD $...
Feb 08, 2024•20 min•Ep. 1135
The 49ers are in the Super Bowl again thanks to one data-driven strategy — But this isn’t a football story, it’s a business story (and it’s inspired by the artist Renoir). WeWork’s ex Adam Neumann just tried to buy-back WeWork — He’s either pulling a Steve Jobs… or he’s pulling a Fyre Fest. And FTX is shockingly planning to refund all its customers all their lost $$$ — And it highlights the beautiful waterfall of bankruptcy. $WE $WMT $BTC Subscribe to our newsletter: tboypod.com/newsletter Want ...
Feb 07, 2024•19 min•Ep. 1134
Nerds’ candy sales have surged 10x to become the #1 top selling sugar candy in America — So we’re explaining why Nerds is doing its 1st Super Bowl ad. The Las Vegas Sphere just shared its first full quarter of earnings… and actually had a profit — Because The Sphere is the nuclear power plant of entertainment. And Bill Gates & Jeff Bezos both invested in KoBold, a mining startup for our sustainable future — Because they’ve created a Google Maps for underground. $HSY $SPHR $TSLA Subscribe to ...
Feb 06, 2024•20 min•Ep. 1133
What’s that model wearing? Uggs. The sheepskin boot brand’s sales have surged to an all-time high — Because nostalgia follows a 20-year life cycle. It’s Facebook’s 20th birthday and Zuck’s baby just had its best week ever — Meta stock is up 5x in the last 14 months because of Meta’s metamorphosis: From people to profit. And a new study just discovered the type of packaging that sells the best — Because it’s what’s on the “inside” that counts, but what’s on the “outside” that sells. $DECK $CROX $...
Feb 05, 2024•19 min•Ep. 1132
Taylor Swift, Rihanna, and Drake. All their music is off TikTok today because of a dispute with Universal — So we’re going to explain the “Great TikTok Purge” with Rihanna’s lyrics… because this deal comes down to pennies. Apple’s biggest product launch since the iPhone happens today: The $3,500 Vision Pro headsets — When it comes to new innovations, the first version is the worst version. And Amer Sports is the first big IPO of the year: It’s the sports company behind ArcTeryx, Wilson, and Salo...
Feb 02, 2024•20 min•Ep. 1131
Zum just hit a $1.3B valuation for reinventing the school bus: Electric and smart — but since kids are involved, they’re facing some speed bumps. 23&Me pioneered the home DNA test, but now they’re close to bankruptcy — because of the “The Macarena Problem”: One-hit-wonder” And the largest stock fund in the world? It’s Norway — Norway’s sovereign wealth fund owns 2% of the world’s stocks (no joke) and just had a record year… thanks to oil and oranges (we’ll explain) $ME $TSLA $UBER Subscribe ...
Feb 01, 2024•19 min•Ep. 1130
Dry January is drier than ever, but the real winner is the Cannabis industry — Marijuana sales surged this month because it’s actually “Canuary.” Google and Microsoft just announced record profits, but they also announced more and more layoffs — Because a dollar saved is easier than a dollar earned. And the comedy podcast SmartLess just landed a $100M deal with SiriusXM — Because Content is King, but Distribution is The Duchess. $TLRY $CGC $SIRI $GOOG $MSFT Subscribe to our newsletter: tboypod.c...
Jan 31, 2024•18 min•Ep. 1129
What’s powering LVMH, the largest luxury company on earth? It’s Sephora (LVMH’s favorite child) — Because great luxury builds ladders. FanDuel just started trading on the New York Stock Exchange with a $200 promo code if you download — So we’re looking at sports bettings biggest bet (yet). Roomba-maker iRobot was supposed to be acquired by Amazon, but the deal was just canceled #StockBlocked — But we gotta ask: How does this make consumers better off? $LVMUY $FLUT $DKNG $IRBT $AMZN Subscribe to ...
Jan 30, 2024•21 min•Ep. 1128
The #MobWifeAesthetic is trending thanks to the Soprano’s 25th anniversary TikTok account — HBO cut The Sopranos into 25 second episodes because of “The Salami Strategy.” IBM’s stock is (shockingly) close to an all-time high — So we’re looking at what IBM actually does, and why prestige ≠ profits. There’s a fascinating chain you’ve never heard of called Where Ya Bin — They sell out of what Amazon can’t thanks to a new pricing strategy: “Purge Pricing.” $IBM $WBD $AMZN Subscribe to our newsletter...
Jan 29, 2024•20 min•Ep. 1127
Dolly Parton just launched a new album, a new food brand, and celebrated a 78th birthday — So we jumped in TBOYstyle to the $600M conglomerate of DollyWood. Wall Street just hit a record high and everyone’s crediting “The Magnificent 7” stocks — But we think it’s really “The Super 6”... because 1 should be out. And Bilt hit a $3B valuation for letting you pay your rent with a credit card (and earn points) — How does this business model work? An alliance of 4 million apartments… and a lot of loya...
Jan 26, 2024•22 min•Ep. 1126
Apple’s car *might* arrive by 2028, and it won’t be self-driving — The biggest cost to this project isn’t time, money, or work… it’s opportunity. Puma stock fell 10% yesterday because Argentina devalued their currency — We’ll show you how currency devaluations are great for 1 thing, horrible for everything else. And Amazon Prime video is reportedly offering MrBeast $100M to do an exclusive show — If they get him, they’re not getting a creator. They’re getting a nation. $AAPL $AMZN $PUM Subscribe...
Jan 25, 2024•20 min•Ep. 1125
TurboTax was just banned from using the word “free” — but that word is how TurboTax won 71% of the tax prep market. Netflix just dropped $5B to live-stream World Wrestling Entertainment — And we think Netflix’s next target should be the NBA. Starbucks just announced its first ever North American Barista Championships — Call them the Goodwill Games… because they are. $SBUX $TKO $NFLX $INTU Subscribe to our newsletter: tboypod.com/newsletter Want merch, a shoutout, or got TheBestFactYet? Go to: ww...
Jan 24, 2024•21 min•Ep. 1124
The world has a new #1 airplane company: Airbus — Airbus’s market value just passed Boeing for the 1st time ever. We want to talk about their 12-year waitlist. The Rubik’s Cube toy that’s messed with your minds is surging right now — It sells $75M/year by defying the screen. And xAI, Elon’s chatbot company, is reportedly raising money at a $15-20B valuation — But with AI, you are what you eat (and Grok eats Twitter). $BA $EADSY $SNMSF Subscribe to our newsletter: tboypod.com/newsletter Want merc...
Jan 23, 2024•21 min•Ep. 1123
Haribo is the biggest confectionery company on earth and it just gave us a rare update — The key to Harbibo’s success? It doesn’t change. While most car industry stocks are dropping, Toyota’s is near its all-time high — Because it made a winning bet 25 years ago: hybrids. And 3 of the biggest newspapers in the country were bought by 3 billionaires in the past decade, but they’re still losing money — Because journalism needs a new business model. $HSY $TM $AMZN Subscribe to our newsletter: tboypo...
Jan 22, 2024•20 min•Ep. 1122
Apple Vision Pro goes on sale today for the price of a used car ($3,500) — But Apple’s competitive advantage is its test drive. There have been 7,785 tech layoffs already in 2024, but 1 went viral on TikTok — Employees are now filming their firings because firings should never be a surprise. Kraft’s American Cheese Singles just added new flavors for the first time in decades — Because Big Food is going on the offense: “Processed Food is Good.” $AAPL $KHC $NET Subscribe to our newsletter: tboypod...
Jan 19, 2024•22 min•Ep. 1121
NextLife just raised VC money to launch Plan A - a new birth control… for men — We think there’s just as much innovation in the name of the drug as the drug itself. Whatsapp is the fastest growing messaging app in America thanks as it unites iMessage and Android — And social media is being replaced by messaging. And JP Morgan Chase just revealed at Davos that it receives 45 Billion attempted cyberattacks a day (Yes, billion. Yes, daily) — Which means that we all pay a Cyberattack Tax. $JPM $META...
Jan 18, 2024•21 min•Ep. 1120
