The Best One Yet

📉 “Another Big Short” — Michael Burry’s Voldemort bet. TJ Maxx’s all-time high. Fogo de Chao’s group dinner.

This podcast episode examines the success strategies of companies like TJ Maxx and Fogo de Chao, alongside warnings about economic vulnerabilities highlighted by investor Michael Burry. It underscores how TJ Maxx capitalizes on purchasing excess inventory from struggling retailers, Fogo de Chao's efficient group dining...

🪓 “I just bought a baseball team nbd” — Atlanta Braves’ stock. Crocs’ collab economy. China’s no-bad-news policy.

🤑 “Girl Math & Guy Math” — Girl Math’s financial savvy. Dunkin’s spiked coffee. UPS’ $170k salaries.

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

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

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

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

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

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

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

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

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

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

🗞️🚨 "We launched a newsletter" — Hot vs. Cold Coffee. Threads’ zucking playbook. White Paint’s climate solution.

💁‍♀️ “The Year of the She-conomy” — Barbie, T-Swift, USWNT. McDonald’s new restaurant. TikTok’s triple-zucking.

👼 “The Mechanical Mary Poppins” — Snoo’s bassinet lesson. Big Tech’s new map app. The Fed’s Smokey The Bear strategy.

👁️ “How we’ll pay ourselves when bots take over” —WorldCoin’s eye-scanner. Spotify’s loser user. UPS’ year of the strike.

💅 “A Positive Sum Game” — Barbenheimer’s precedent. Twitter’s X-out. Deodorant’s surge.

🍹 “National Tequila Day” — Celebs do Tequila. Chase does Lounges. And Amazon does Space.

🩷 “Barbie, born in 1959” — Barbie’s disruptive history. Netflix’s strike advantage. RIP Starter Homes.