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The Best Newsletter Yet
Vol. 3
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Since this Prez Day holiday is the behemoth of ski weekends, here’s the 🔑 to having a 10/10 time on the slopes:
Dress in layers.
Load up your torso pockets with chewable fruits.
Don’t wear a ski mask, you’ll alarm people.
If the sun’s shining, keep those pit zips open.
Don’t have a gaper gap. You’re welcome.
This week’s edition is 35% of the best of the pod and 65% things we had to share off the record.
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Worth sharing:
Vail Mountain Resorts has data on over 22 million US skiers and controls 37% of the North American ski market. If you’re french-frying down a mountain, odds are it’s owned by Vail Inc.
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Image Credit: Vail Resorts
From last week:
30% of Yetis consider 10+ chicken wings a serving, and OMG nearly half of confessed they couldn’t name more than one Usher song (data was gathered pre-Bowl). Yeah!
For next week’s edition: What’s the best Girl Scout cookie? Submit your response here. Samoas or nada.
Got an idea for a survey? Reply to this email with a question.
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⛷️⛷️ Vail Resorts: Despite record low snow, Vail’s enjoying record high revenues — And it’s all thanks to the $9B company’s ski subscription: The # of Epic Pass holders has doubled since 2019 to 2.4M skiers & boarders. (fyi Jack’s skiing VT this weekend, Nick hit Sundance, UT).
🪶 Robinhood: Surged 16% last week (up 60% since November) after announcing its 2nd ever profit. Assets held in Robinhood accounts jumped 65% from last year, even while the # of active users on RH has fallen in ½ from its all-time high.
🍺 Molson Coors: Snagged even more market share from Bud and thinks the shift to Coors Light is permanent. More drinkers are jumping on the chill train.
🔺 Nvidia: The computer chip stock is now the #3 most valuable company in America after its market cap passed both Amazon & Alphabet last week.
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The Holy Grail of Tech info: Techmeme curates the best info on the top tech stories, from the Verge’s headline to hot takes on X (talk about range). It’ll also tell ya the tech companies going on a hiring spree.
via Nick’s Apple Notes
Great inventors are great marketers. The steam engine inventor also invented the concept of horsepower. - Rory Sutherland
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The Right to Disconnect: Australia’s Senate passed a bill giving citizens the right to ignore their bosses after 5pm. That Sunday morning email from Carole in Accounting = Illegal.
AI Bed Bug Detection: A new device the size of a card deck uses Artificial Intelligence sensors to find bugs — Because just 1 bed bug reference in a review sinks a hotel room’s price by 38% on avg.
The Clementine Test: Women are testing their SOs by asking them to peel an orange on TikTok — The litmus test for whether partners are willing to do small acts of service. #LoveLanguage
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"American Symphony" on Netflix. It’s a doc on Jon Batiste (Grammy winner and leader of Stephen Colbert's band) — He doesn't let himself be categorized by a genre. Watch this movie and you feel like you’re inside his creative mind.
We gotta settle something…
For next week’s edition: What’s the best Girl Scout Cookie? Submit your response here.
Got an idea for a survey? Reply to this email with a question for us to poll the audience on.
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The Name-storm King: 1 company came up with the name for all these companies: Sonos, Subaru Outback, Febreze, Swiffer, Impossible Foods, Adobe, Xbox Live, BlackBerry, Dasani, & Homewood Suites.
Free tonight? 46% of Americans report being single as of last year, and that number is growing according to the US Census. It’s all about the SINKs (single income no kids).
Call me old-school: Gen Z is bringing back the landline telephone because “I love to twirl the cord.” Respect.
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What’s the picture in the background of the TBOY logo? Hint: Warren Buffet has one.
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That made us stand up and sit back down.
22% = The percentage of Millennials who go into debt because of dating.
1 of 4 = The fraction of married couples in the US who met at work, according to Bamboo HR.
4pm-6pm = The hot new rez. The number of dinner reservations in the Early Bird time-slot has doubled since 2019, according to Yelp.
🍫 > 🦞 = A pound of chocolate now costs more than a pound of lobster after cocoa prices surged 40% last month on West Africa supply issues.
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Most expensive typo ever: Shares of Lyft surged 60% on Wednesday, but it was all because of an accidental extra zero in the earnings report. Big oops. The stock still ended up 30% after the correction.
Philly’s finest: Wawa, the fan-loved convenience store is expanding its hoagies south for the 1st time.
Goggle-off: Zuck reviewed Apple’s rival headset, the Vision Pro, and posted the homemade vid on his Instagram. Spoiler: He said his headset is better.
4th Place: Japan’s economy unexpectedly shrank, falling from #3 in the world to #4. The USA is #1 by far, then China, now Germany, then Japan.
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For the underdog: “In some industries, the big guy doesn’t hurt the little guy.”
For office Romeos: “LinkedIn Dating works because love loves work.“
For people-pleasers: “You can’t be a people-pleaser with relationships or products”
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Holidays: President’s Day (stock market’s closed on Monday).
Business: Nvidia, Walmart, Home Depot, Nestle, and Intuit release earnings.
Life: People’s Choice Awards hosted by Simon Liu (the actor who played Shang-Chi) is Monday on Peacock.
Sports: It’s NBA All-Star weekend, but we’re focused on the Slam Dunk contest (Vincanity happened 22 years ago, fyi).
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Jump in TBOY-style to our daily podcast (we’ve got video)
Monday: 🥽 “Mickey’s Metaverse” — Disney’s Fortnite investment. Build-A-Bear’s adults-only website. America’s new trade bestie.
Tuesday: 🪩 “Thriller” — Michael Jackson’s record sale. Dunkin’s #1 commercial. Waymo’s burned taxi.
Wednesday: ❤️🔥 “We met on LinkedIn” — LinkedIn is the unofficial dating app. Beyonce’s country music pivot. The Right to Disconnect law in Australia.
Thursday: ⛷️ “The Ski-conomy” — Vail Resorts vs Independent mountains. Lyft’s $3B typo. Walmart’s Vizio TV acquisition.
Friday: BONUS 🫶 “The Love Pod” - 3 Business stories that are really Love stories.
The Answer: It’s Squishmallows. The popular plush toys are a new adult craze, and Warren Buffett’s Berkshire Hathaway happens to own the company. And this week, they sued Build-A-Bear for their new Skooshers toy line.
And one more thing. Best downhill mountain in America. Who ya got? Hit us up with a quick reply.
Celebrate the wins this long weekend 🙌 🙌
—Nick & Jack
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