The Best One Yet - 🧸 “Soft Bear Energy” — Build-A-Bear’s surge. Netflix’s naked data. Fossil Fuel’s End.


 TBOY Merch Drop: Get The Best Gifts Yet at www.tboypod.com 


Build-A-Bear is having its best year ever, despite its friction-full buying experience — Because soft is security.


Nearly 200 countries just pledged to “transition away from fossil fuels” to conclude the big UN climate conference — So why did Exxon Mobil’s stock rise? 


And Netflix just became the 1st streaming company to share all the data on what you’re watching — Their transparency is their competitive advantage (fyi, link to the spreadsheet below 

)


Netflix’s 1st Viewership Reporthttps://assets.ctfassets.net/4cd45et68cgf/1HyknFM84ISQpeua6TjM7A/97a0a393098937a8f29c9d29c48dbfa8/What_We_Watched_A_Netflix_Engagement_Report_2023Jan-Jun.xlsx


$BBW $NFLX $XOM


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The Best One Yet - 🤓 “Spreadsheet MVP” — Excel World Championships. Google’s App Store guilt. Hallmark’s movie monopoly.

The Hallmark Channel produced *40* new movies for this holiday season — And Hallmark’s movie biz has the greatest ROI in all of Hollywood.

Google was just told by a jury that its App Store fees are illegal — And we calculated that Google’s App Taxes bring in more profits than all but 15 companies in America.

And the Excel Spreadsheet Championships just ended in Las Vegas — So we’re looking at how Excel became the wheel of finance.


$AAPL $GOOG $MSFT $LVMUY


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The Best One Yet - 👄 “SmileDirectFlub” — SmileDirectClub’s shutdown. Pinterest’s Trend Forecast. Shohei Ohtani’s $700M economy.

SmileDirectClub hit a $9B valuation by cutting out the dentalman… but it just shut down — The lesson? Some industries simply aren’t tech. And prob never will be.

Pinterest uses data to predict next years trends, and they’re right 80% of the time —  

The 2024 predictions say we’re not waiting for milestones, we’re celebrating inch-stones.

And Shohei Otani’s spot in the Dodgers lineup costs a record $700M — But the true value of Shohei Otani isn’t on the field, it’s in tourism. And Japan.


$PINS $SDCCQ


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The Best One Yet - 🍑 “Peach Fuzz of the Year” — Pantone’s color biz. SpaceX’s galactic valuation. Nuuly’s wardrobe test drive.

Pantone named Peach Fuzz the color of the year… for 2024 — So we’re looking at the strategy of PreTRENDing: If you predict a trend, does that make it more likely to become a trend?

Elon Musk’s SpaceX just hit at a $175B valuation — So we’re looking at how America’s most valuable startup found a space with zero competition (literally).

And Rent The Runway was just eclipsed by Urban Outfitters’ clothing rental brand: Nuuly — Because Nuuly turned an outfit test drive into its entire business.


$DHR $SHW $RTR $TSLA


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The Best One Yet - 📓 “Work Homework?” — The Take-Home Assignment job trend. GameStop’s Chief Stonk Officer. McDonald’s new CosMc Spinoff.

The newest restaurant chain in America is “CosMc,” a McDonald’s spin off — It’s taking on Starbucks… and it looks like McDonald’s cousin.

GameStop just authorized their CEO to use company money to buy stocks — They turned their CEO into their Chief Investment Officer (and gave him a whole lotta cash).

And the # of job applications with take-home assignments is up 87% since 2019 — More companies are making you work… before you start work.


$GME $SBUX $MCD


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The Best One Yet - 👸 “T-Swift IPO” — Taylor’s Person of the Year. Red Lobster’s shrimp-tastrophy. COP28’s world-saving ratio.

Taylor Swift just became the 1st entertainer to win Time Magazine’s “Person of the Year” — So we’re looking at “T-Swift, Inc.” and why Taylor could IPO. 

Red Lobster offered endless shrimp for $20… and lost a ton of money because of it — So we jumped into the psychology of the Freebie.

And the biggest climate conference of the year, COP28, just highlighted a critical number — We have the ratio that saves the world.


$SWFT $ERAS $1989


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The Best One Yet - 😘“A Christmas RomCom(merce)” — Walmart’s original TV. Grand Theft Auto vs The Beatles. Millennials’ $500K desire.

Walmart has produced a 23-episode TV show for the holidays — But this Rom-Com is really Rom-Commerce, because every product on the set is for sale.

Grand Theft Auto finally published the trailer for GTA 6 — But modern video games don’t make money, they collect taxes.

And how much money do you need to be happy? Millennials say $500K/year… which is 3x more than any other generation — So we jumped in TBOY-style to find out why.


$WMT $TTWO


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The Best One Yet - 🪩 “Mamma Mia, here we go again” — ABBA/KISS hologram concerts. Alaska’s Hawaiian airplane. Bitcoin’s mosquito rally.

**Merch Drop Alert**

Get your holiday TBOY merch today at www.tboypod.com/shop (it’s our best drop yet).


The band KISS is launching holograms of themselves to star in future concerts — But ABBA is already doing this… and it’s sold $150M worth of tickets already.

Alaska Airlines is acquiring Hawaiian Airlines for $1.9B — To get to Hawaii, you’ll have to go through Alaska.

And Bitcoin has surged 150% this year past $42k — Because after a crypto extinction event, Bitcoin is enjoying a “Mosquito Rally”.


$BTC $ALK $HA $SPY


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The Best One Yet - 🍔🚧 “New Big Mac” — McDonald’s Big Renovation. Rover’s puppy sleepover. Charlie Munger’s greatest hits.

McDonald’s just announced 50 changes to the iconic Big Mac — It’s a huge risk… and it reminds us of a quote in an old Sicilian novel.

Rover, the dog-walking app, was just acquired for a shocking $2.3B (that’s ½ a Lyft) — Because Rover pivoted to puppy sleepovers… and away from Mitt Romney.

And one of the world’s greatest investors passed away at 99: Charlie Munger, the architect of Berkshire Hathaway — So we whipped up Charlie’s Greatest Hits.


$MCD $QSR $BX $BRK.A


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The Best One Yet - 🚨🎙️🚨 “Our 1st LIVE Show” — Tesla’s Cybertruck delivery. Yelp’s accidental dating app. Mark Cuban’s Las Vegas playbook.

There’s a shocking new rival facing dating apps: Non-dating apps — Tinder, Match, and Bumble are out, Yelp, Strava, and Duolingo are in.

After a 4-year wait, Tesla delivers the very first Cybertrucks today — But Tesla’s Cybertruck was designed like high fashion, not like a pickup truck. 

And Mark Cuban is selling the Mavericks… and quitting Shark Tank — Because Mark Cuban is whipping open “The Las Vegas Playbook” for Dallas.


$TSLA $MTCH $BMBL


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