“Dieting, but not cutting out milkshakes” — Uber-as-a-Service. Beyond Meat’s Cookout strategy. The (other) Dow’s filthy environmentalism.

The Best One Yet

English - June 18, 2020 09:00 - 15 minutes - 14.3 MB - ★★★★★ - 8.5K ratings
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Previous Episode: “Rent-a-Zombie” — Hertz back from the dead. Apple’s App Store bias. BP’s oil DCF.

Next Episode: “No more McLasagna” — McDonald’s menu reduction. Spotify’s latest acquisitions. Carnival’s 1 lifesaver.

Beyond Meat’s early adopters didn’t care about price, but everyone else does. So it’s launched an “affordable” bulk pack to get beyond them. Dow Inc. (not “The Dow”) is okay making filthy materials because it says they make Tesla possible. And Uber is teaming up with the public transportation it’s historically always crushed — we’re calling it UaaS (“Uber-as-a-Service”).
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