The Best One Yet - 👵👴 “DINKs vs PINKs” — The Silver Tsunami of Americans over 65. Chipotle’s Hero Metric. The End of Media’s Gated Gardens.

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 $SPOT


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The Best One Yet - 🦶“WeCrashed: Part II” — Adam Neumann’s WeWork offer. 49ers’ Silicon Valley playbook. FTX’s full refund.

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


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The Best One Yet - 🤓🍬 “Revenge of the Nerds” — Nerds’ Super Bowl commercial. Does the Sphere make money? Bill Gates & Jeff Bezos’ mining startup.

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


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The Best One Yet - 🐑 “Ugly Beautiful” — Uggs’ boots are back. Facebook turns 20. The Secret of Great Packaging.

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 $META


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The Best One Yet - 🤘 “Better have RiRi’s Money — TikTok’s Music Purge. Apple’s headset debut. Wilson’s

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 Salomon gear — But the business is running a race with weights on its ankles.


$AS $UMG $AAPL


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The Best One Yet - 🚌 “The Tesla of School Buses” — Zum’s $1B e-Schoolbus. Norway’s huuuuge wealth fund. 23&Me’s riches to rags story.

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

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The Best One Yet - 😶‍🌫️ “Merlot vs Marijuana” — Cannabis’ Dry January surge. SmartLess’ $100M podcast deal. Big Tech’s dollar saved.

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


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The Best One Yet - 💋 “High luxury’s low-luxe savior” — Sephora is LVMH’s highlight. FanDuel’s NYSE listing day. iRobot’s getting stock-blocked.

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


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The Best One Yet - 🤌 “Mob Wife Life” — The Soprano’s salami strategy. Where Ya Bin’s purge pricing. IBM’s mysterious stock pop

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


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The Best One Yet - 🦋 “Take me to DollyWood” — Dolly Parton’s $600M empire. Wall Street’s Super Six Stocks. Bilt’s credit card for rent.

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 loyalty.


$META $GOOG $AMZN $AAPL $NVDA


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