☁️ “Midnight Blue Thursday (worst day since ‘87)” — The stimulus keg. LabCorp’s Baby Yoda moment. Direct-to-Consumer drama.

The Best One Yet

English - March 13, 2020 09:00 - 18 minutes - 17 MB - ★★★★★ - 8.5K ratings
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Previous Episode: 🏋️‍♀️ “Apple’s secret personal trainer killer” — Pepsi acquires Rockstar. Government bailout chatter. Apple’s anti-Peloton app.

Next Episode: #️⃣ “Slack — the not WFH stock” — Ro goes full pharma. Market bulls & bears. Slack’s surprisingly weak WFH business.

The worst day for markets since 1987’s Black Monday. We’re looking at why the stimulus keg from the government didn’t save stocks. Virus-testing company Lab Corp is now facing the moment it’s been waiting for (but it’s stock is still down). And Direct-to-Consumer startups and stocks have been having a different kind of moment, so we’re looking at Casper/Brandless/Harry’s/Outdoor Voice’s CAC problem (“customer acquisition cost”).
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