Happy Saturday, Besties.

Twice a year, we collectively question “Wait… do we get an extra hour of sleep or an hour less this weekend?” as Daylight Saving Time (DST) confuses our routines. But did you know Hawaii & Arizona opted out of the madness entirely? Or that Ben Franklin first suggested it—as a total joke—in 1784?

While living in France, Franklin sarcastically proposed taxing shutters, rationing candles, and blasting cannons at sunrise to get people out of bed earlier (not cool). The joke landed… a little too well—eventually inspiring the system we use today.

But our plan to help you fall asleep? A “Snooze Pod” that just published to our feed. We read an entire Warren Buffett Shareholder Letter out loud. No joke, listen tonight to help you doze off.

🍕 The Economics of Stuffed Crust

Domino’s finally stuffed its crust (not for the lactose-intolerant)—and Pizza Hut’s perfect response reveals a strategy even deeper.

But first, the history of Stuffed Crust: It was actually invented by this Brooklyn native who tried/failed to patent it. Then in 1997, Pizza Hut zucked the idea and it became an instant hit: $300M in sales in its 1st year. The un-patentable recipe meant Papa John’s & Little Caesars could copy the famous crust too.

• 🍕 But Dom’s held out for decades. Its CEO literally called Stuffed Crust a “gimmick” and worried the prep process would slow down operations in the kitchen.

• 🍕 But Dom’s own research shows Stuffed Crust customers are must-have: 13M Americans only buy Stuffed Crust, and those buyers order pizza more often and spend more when they do.

Domino’s finally swallowed its pride and now stuffs its own crust. It trained 7,000 stores over 12 weeks to pull off the Manhattan Project of Parmesan.

• 🍕 But Pizza Hut clapped back instantly, launching a 30% off Stuffed Crust deal last week—because Domino’s was 30 years late. We call this a “brand beef” moment, like the Kendrick vs Drake of marketing.

The Takeaway: Brand Beefs are now mutually beneficial.

• Chili’s vs. McDonald’s (Big Mac pricing callout → traffic surge)

• Poppi vs. Olipop (vending machine drama → boosted brand awareness)

Brands are dropping diss deals instead of diss tracks—and the Brand Beefs are actually benefitting both brands. Because advertising is what you pay for. Publicity is what you pray for.

🚐 Warren Buffett’s Favorite CEO? A Crazy RV Guy.

Last week in Berkshire Hathaway’s annual shareholder letter, Warren Buffett dedicated a whole section to his favorite CEO who passed last year.

20 years ago, Warren Buffett got a letter from Pete Liegl, an RV guy who wanted to sell his company, Forest River, for $800M—but then continue running it. One week later, Warren met Pete, asked him to name his salary (he said a simple $100K), and shook on the deal. No haggling. The acquisition closed in a week.

• 🏕️ Interesting detail: Pete was a smidge crazy. He insisted on taking a 17-hour RV road trip every year to Disney — in a company RV — but he forbid his family from using the bathroom so he could sell the vehicle after the trip.

• 📩 Plus, he never sent an email and didn’t own a computer. He was an ultimate Founder Mode founder.

Pete passed at 80. But why did Warren buy his now $6B/year RV biz after just 1 meeting and 1 week?

The Takeaway: Because Pete’s company fit Buffett’s 6 investment criteria: Companies he buys (or buys stock in) must be profitable, have a durable competitive advantage, be offered at a fair price, have honest leadership in place, have low debt, and be easy to understand.

These same 6 rules led Buffett to invest in Coca-Cola, Apple, and Geico—proof that investing can be simple when you have thoughtful, consistent, & quality criteria.

Financial Trickshot 📝

A low-cost, high-return strategy for maximum impact with minimum effort.

For creativity: Nick keeps a top-secret Apple Note titled “Ideas.” Whenever he reads or hears something interesting—whether it’s a concept, theme, or trend—he jots it down in a single, clear bullet point. He revisits these notes to apply them to business takeaways or use them for TBOY biz decisions. It’s a rolodex of insights, ready to use. And, naturally, it’s shared with Jack (who just dropped in a gem about “The Ozempic of ____”)

Have you used any of our trickshots? Hit reply and let us know if you have.

👯‍♀️ Tell a Bestie:

These are the headlines from our “Headline Hammer” of potential stories for the show each morning that we just couldn’t fit on the pod:

• ✂ Sam Bankman Fried did a podcast from jail. From crypto bro to prison radio.

• 🚕 Waymo turns on Robotaxis in Austin on eve of SXSW (awk for Elon).

• 💍 “Get married or get out”: Chinese companies pressuring workers to boost the national birth rate.

• 🤑 “Fat finger” Citibank almost sent $6B to a customer’s acct by accident (again).

• ❤️‍🔥 Love is Blind in Minnesota problem: Everyone is connected. Dating or a family reunion.

• 🚒 Jobs Report: 151K jobs added in February, despite all the DOGE firings.

• 🍦 Mixue is the new largest fast food chain on earth - 45K locations selling $1 ice cream across China (ICYMI)

The Best Idea Yet 🌮 🌶️

1 DIY-Home Depot hack led to the creation of Doritos Locos Tacos… the most viral food in history. Get the untold story on the latest episode our weekly show, The Best Idea Yet.

This weekend, listen to the untold origin stories of the products you’re obsessed with… New 45-minute episodes drop every Tuesday… it’s simply The Best Idea Yet.

And one more thing.

Hope your clocks are set, your allergies are mild, and your tacos are Doritos-flavored.

And in case you need help going to sleep, check out our bonus “Snooze Pod” out today: We read that Warren Buffett Shareholder letter aloud to help put you to sleep tonight. (seriously).

Celebrate the wins ✨

— Nick & Jack