Snacks Daily

🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint....

🐉 “Jamie Dimon = The last Targaryen” — Buffett’s “smart money” stock sale. Constellation’s booze blueprint. JPMorgan’s last dragon.

Snacks Daily - April 7, 2020 - 17:49

Warren Buffett noticed something in airport data from the TSA that made him rethink his airline investments, so we’re looking at the smart money’s moves. Constellation Brands’ liquors are having a corona-conomy moment, but we’re more fascinated by the powerful slide #12 in its earnings deck. And we’re comparing JP Morgan CEO Jamie Dimon’s experience from the ‘08 financial crisis to the current one — because he’s the last big bank chief still around from the days of Lehman Brothers.

Previous Episode

🕹️ “Video games are social media now” — WeWork’s $3B is cancelled. Google’s Big Data rebrand. Sony’s PS4 seesaw situation.

April 6, 2020 - 17:58
WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got cancelled because its core business...

Next Episode

🍝 “Olive Garden’s single Gnocchi problem” — Lear’s open-the-factory blueprint. Uber’s gig work jobs board. Olive Garden’s survival plan.

April 8, 2020 - 17:58
Uber’s latest “Work Hub” moves are making it the ultimate default job board for the gig economy. The Olive Garden revealed shockingly...

About The Show

Digestible financial news. Get smarter fast with an entertaining breakdown of our top 3 business stories in 15 minutes. Pairs perfectly with your commute, workout, or morning oatmeal ritual. Hosted by Jack Kramer and Nick Martell.

Hosted By

Jack Kramer
Jack Kramer
Nick Martell
Nick Martell