The Best One Yet Nick & Jack Studios

Target revealed it’s already selling its 1st Halloween items (in the summer) because it's focused on the 80/20 Rule. Private Jets, from Taylor Swift’s plane to Wheels Up’s stock, are having a moment as travel becomes country-club-ified. And the Calm meditation app is still making money even though you stopped meditating, because its sneaky sales strategy.

$TGT $UP $UAL

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Velveeta is the one Pandemic product that keeps on winning because the melty cheese pivoted from ads to stunts. Walmart’s earnings pulled up the entire stock market yesterday, but the real story is Walmart’s happy halo of MTV, Nickelodeon, and Star Trek. And Los Angeles is running out of water, but there’s hope in 6 salty stocks that could save Santa Monica.

$KHC $WMT $GE $BIP
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WeWork co-founder Adam Neuman is back and riding a brand new unicorn… His startup Flow is already worth $1B (and it’s just a website). SoulCycle is pulling a move out of Mean Girls to troll Peloton, but they’re both suffering from the dreaded “F’s.” And the worse your airport travel, the better it’s been for Clear’s stock — because Clear solved The Penguin Problem of Platforms.

$YOU $WE $PTON
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Tech stocks are down, so Venture Capitalists are jumping into your underwear. Charter Communications is a case study in Cable TV’s strategy: For every Grandkid lost to cord-cutting, squeeze more from Grandma. And Rivian’s electric trucks lost nearly $2B in just 3 months, but its real problem is a certain mineral in Indonesia. 

$RIVN $TSLA $VSCO $CHTR
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Disney just won the game of thrones: Disney the inventor of streaming, Netflix, in subscribers. Domino’s made a bold bet to expand to Italy… but now it’s quietly exiting without telling anyone (pie-rish exit). And Planet Fitness’ earnings reveal that its favorite piece of equipment is the Price Pole — Because right now you’re sliding down it.

$DIS $NFLX $DPZ $PLNT
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What if we told you that venture capitalists and NBA players and Venture Capitalists just poured $100M into a sports league purely for high school kids? (They did). Sweetgreen just revealed that it’s so focused on making scalable salads that it forgot to do 1 thing: Make something else. And for the first time in years, prices actually went down - Because Inflation is a Self-Fulfilling Prophecy.
$SG $XOM $CVX
Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod
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