The Best One Yet

Nick & Jack Studios
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Aug 14, 2023 • 20min

📚 “Pimp My Dorm” — University spending splurge. Target’s Starbucks bet. Brightline’s Olympics train.

The WSJ examined 20 years of collegiate (over)spending — but the buck stops with the boards. Target added Starbucks to curbside pickup at 1,700 locations — turning a weekly shopping habit into a daily coffee habit. And Brightline, the first private Amtrak competitor, is breaking ground on rails from LA to Vegas — and it didn’t set a deadline, it set a finish line. $TGT $SBUX Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Aug 11, 2023 • 20min

🚕 “End Surge Pricing” — Lyft’s anti-surge pivot. Michael Kors’ Team USA. Disney’s subscription math.

Lyft is trying to end Surge Pricing — But for every business Yin there is a business Yang. Coach is buying Michael Kors for $8.5B — But it’s really about American fashion vs European fashion. And Disney just jacked up the price of Disney+ by 27% — So we whipped up a new thing… Subscription Arithmetic. $LYFT $UBER $CPRI $TPR $DIS Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Aug 10, 2023 • 19min

☠️ “Portnoy’s pirates” – Barstool’s $1 buyback. WeWork’s worth $0. Cannabis’ beer-quisition.

Dave Portnoy sold Barstool Sports to a gambling company for $550M, but just allegedly got it back for free — Because pirates don’t wear ties. WeWork just warned Wall Street that it might go bankrupt — So we did the math, and WeWork is actually worth $0. And Tilray, the $2B cannabis giant, just randomly bought 8 has-been beer brands from Budweiser — Shocktoberfest came early because weed legalization is late. $WE $PENN $TLRY $BUD $UL Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Aug 9, 2023 • 19min

💊 “The Miracle Drug*” — Wegovy weight loss surprise. MrBeast’s $100M burger lawsuit. Wind Turbines’ falling fiasco.

The maker of trending weight loss drug Wegovy just discovered it reduces heart disease too — It’s a miracle drug, but only if your insurance approves it. MrBeast isn’t just the biggest YouTuber on earth, he also runs a $100M fast food chain — But he just got sued for $100M because of an “inedible” burger. And Siemens powers 1/6th of all electricity on earth, but there’s one problem with its wind turbines — They keep falling over (and they’re the size of the Statue of Liberty). $NVO $LLY $ENR Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Aug 8, 2023 • 20min

🏈 “The Mac-12 Conference” — Apple + Pac-12 = Mac-12. Zoom’s anti-zoom policy. Warren Buffett’s best quarter yet

The legendary Pac-12 college athletic conference is on the verge of collapse, so we have a crazy solution to propose – Partner with Apple to turn the “Pac-12” into the “Mac-12.” Zoom just announced the most ironic news of the year — Zoom is bringing employees back to the office because Hybrid Work ate Remote Work. And Warren Buffett is 92 years old, but just delivered the best financial quarter of his life — And we also discovered his favorite child: Geico. $AAPL $ZM $BRK.A Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Aug 7, 2023 • 22min

💋 “The Duchess of Dupes” — Elf Beauty’s dupe dominance. Airlines domestic discount. Robo-taxi’s baseball play.

Elf Beauty is a top 10 stock of the past 5 years — Because Elf has legitimized the Dupe. There’s 1 part of travel that’s actually cheaper right now: Domestic Flights — Thanks to a surge in travel to Europe, JetBlue and Southwest have put US travel on the sale rack. And Cruise is the 1st self-driving car to sponsor a professional sports team (the SF Giants) — Because emerging innovations need mainstream moments.$ELF $LUV $JBLU $BKNG Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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5 snips
Aug 4, 2023 • 20min

🛒🐠 “Whole Foods lost my seabass” — Amazon’s Achilles Heel. The Recession’s been canceled. Starbucks’ Chinese mission.

Amazon just announced stellar earnings, sending the stock to a 1-year high — But Amazon’s Achilles Heel is your grocery order. Bank of America will stop saying “Recession” because the economy is far from it — But certain parts of the economy can still feel recession-ish. And Starbucks’ biggest growth market is China… which is a tea country — So Starbucks turned into a caffeine missionary, converting anyone from matcha to espresso. Our weekly TBOY quiz: go.tboypod.com $AMZN $SBUX $BAC Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Aug 3, 2023 • 19min

🥱 “I dream of Pikachu” — Pokemon Sleep’s Humblebrag. KFC’s nugget nuance. The Strip Mall’s real estate resurgence.

Pokemon Sleep is soaring to the top of the App Store by gamifying your slumber — But its growth hack is the humblebrag. KFC sales surged 19% last quarter thanks to the debut of their chicken nugget — But we noticed chicken’s been eating beef for 50 years. And Strip Malls were once the armpit of American retail, but now are the #1 play in commercial real estate — Because some things are just un-amazonable. Subscribe to our newsletter at news.tboypod.com $AMZN $NTDOY $YUM Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Aug 2, 2023 • 20min

🩴 “Stilettos or Furkenstocks?” — Birkenstocks’ comfy IPO. Bed Bath & Beyond’s resurrection. Big Oil’s electric slide.

Birkenstock just enjoyed a Barbie bump and is reportedly planning to IPO as soon as September — Because Birkenstock is a Cinderella story… literally. Big Oil is quietly making a major pivot — From oil to EVs (meet the new boss, same as the old boss). And Bed Bath & Beyond has been resurrected — Overstock.com just relaunched Bed Bath & Beyond thanks to a trick we call “Brand Arbitrage.” Subscribe to our daily newsletter at news.tboypod.com $CROX $OSTK $XOM Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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Aug 1, 2023 • 20min

☄️ “Real Housewives of Pluto” — NASA+ streaming. Jeep’s bummer summer. SoFi’s Jon Snow CEO.

NASA is joining the streaming wars with NASA+ — Because to win wallets & dimes, you’ve first got to win hearts & minds. Jeep sales have dropped for 8-straight quarters — Because what SUV to buy is a zero sum game. And the top-performing FinTech stock of the year so far? It’s SoFi — Because SoFi’s CEO is Jon Snow.$SOFI $NFLX $GM $F Want merch, a shoutout, or got TheBestFactYet? Go to: www.tboypod.com Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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