🧻 “Toilet Paper hates your hoarding” — Who wants to buy Lyft? $1 Trillion stimulus bill. TP’s front-loaded demand drama.

The Best One Yet

English - March 18, 2020 09:00 - 19 minutes - 17.7 MB - ★★★★★ - 8.5K ratings
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Previous Episode: 🦠 “Google would like your health data now, please” — Lulu, Nike, and Under Armour’s leadership. The Fed’s last bazooka. Google’s COVID-19 moment.

Next Episode: ⌨️ “Apple failed at something” — Walmart’s record. Starbucks treats itself. Apple’s subtle product unveil.

Lyft is worth 1 Lyft, but 1 Lyft is now worth less than $6B, so we’re wondering who may buy it (the whole company). Toilet paper sales have surged for Kimberly Clark, but the front-loaded demand now may not help its future sales. And the latest update in the government’s COVID-19 response is a nearly $1 Trillion stimulus package that completes a policy trifecta.
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