“Harley-Davidson’s done with Millennials” — HOG’s 22% surge. Postmates does everything. 3M’s 55K products.

The Best One Yet

English - October 28, 2020 09:00 - 20 minutes - 18.9 MB - ★★★★★ - 8.5K ratings
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Previous Episode: “$9B for 2 pumps of hazelnut” — Dunkin’s acquisition offer. James Bond learns from live sports. Big Banks squeeze you.

Next Episode: “Tap tap tapppp it in (for $2B)” — Callaway’s Topgolf splurge. Tupperware’s 2,000% pop. First Solar’s puberty phase.

Harley’s stock popped 22%, but we think its new business strategy is a short term sugar high. Post-It creator 3M has sold 1.4B facemasks this year, but the pandemic stock is down mid-pandemic. And Postmates has a new delivery strategy: Deliver Everything.
$HOG $MMM $UBER
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