Helium is a strategic priority for @PartyCity. While sales peak for Halloween, balloons solve seasonality because it’s a year round product.
@RobinhoodSnacks
@PartyCity has been struggling with its toughest 12-month period yet. From its weak Halloween sales in 2019 to its massive helium shortage, its stock took a -75% dive in Nov. 2019.
Then COVID-19 happened, literally killing its name by shutting down both parties and cities.
The oversight board decided that @Facebook “was justified in suspending Mr. Trump’s accounts on January 6th and extending that suspension on January 7th; however, it was not appropriate for Facebook to impose an indefinite suspension.”
Trump’s social media platform is now live.
🐂 @iRobot
Tariffs are eating revenues by 25%.
🐻 @GM
Customer price sensitivity wasn’t an issue for suburbans and Escalades, so that’s what drove priority in production.
🐂 @Facebook
Suspension of Trump was justified, but an indefinite ban isn’t appropriate.
@RobinhoodSnacks
Despite the scarcity of semiconductor chips, @GM was able to prioritize production of its suburbans and Escalades. Like the airline industry, @GM marketed its big vehicles as luxury items, aka business class. Buyers of these models were not sensitive to high prices and upgrades.
Of the covid vaccine sponsors, @pfizer is making a huge profit on its vaccines. Other pharma companies are only breaking even. $PFE is up 15% YTD because Pfizer has doubled its revenue expectation for 2021 to $26b. Additionally, customers have been feeling positive toward Pfizer.
🐻 @ethereum
Bitcoin was the first cryptocurrency. The Ether Blockchain saw a missed opportunity and altered its underlying tech.
🐂 @Ferrari
The engines are the profit engines.
🐂 @pfizer
Unlike other pharma companies, Pfizer’s vaccine is profitable.
@RobinhoodSnacks
@Ferrari builds cars by hand and its brand is marketed for the elite, hence why it has only seen a 2.5% growth in sales from 2011 - 2020. It only had 1% growth YoY, yet profits increased by 24%. That’s because Ferrari sells its engines to competitors and engine sales grew by 38%.
Since its IPO in 1995, @poolcorp has been buying up mom & pop pool shops to dominate the industry. It now has 300 sales locations mainly throughout warm weather states. $POOL rose by 23% in 2020 due to pandemic lifestyle changes, and sales have already increased by 57% in Q1.
🐂 @Tesla
Advertising is an immaterial cost, even when defending against bad publicity.
🐻 @poolcorp
Maintenance and repairs are the next phase of revenue for all of the newly installed pools.
@RobinhoodSnacks
After hours today, @Tesla will report its Q1 earnings. Equally exciting or tearful, last week’s Shanghai Auto Show was disrupted by an angry protester regarding her dad’s accident. Tesla responded by releasing the car’s data showing that autopilot was not the cause of the crash.
Creators platforms benefit the creators and should bundle.
@BookCameo $1b. Celebrities get paid for cameo appearances.
@substack $650m. Writers are the main financial beneficiary of their work.
@Patreon $400b. Video streamers get income powered by fans, not an algorithm.
🐂 @coinbase
The largest trading firm for crypto will go public on April 14th.
🐂 $RPM
Aggressive investors can benefit from dividend paying stocks, too.
🐂 @BookCameo@substack@Patreon
Brands that benefit creators are ballooning in valuation.
@RobinhoodSnacks
4/8/21
$RPM increased by 40% YoY, and hit a record $1.3b in sales in 2020. It has never missed a dividend, and it has been aggressively distributing dividends due to increased sales from the pandemic. It is #42 on the Dividend Achievers List. #1 is @asus_inc, $AWR.
Congratulations to @jackkramer and his wife, Alex! They’re having a baby.
Suggestion for a name:
Jackson Boy Kramer
@RobinhoodSnacks will be back on Monday, 4/19/21.
China just created a digital currency run by its government. It’s legal tender and already active; Mao’s face is on it. Unlike @Bitcoin, it’s highly visible and controllable. The government can even implement expirations on the currency to help stimulate the economy, for example.
🐂 @SignetJewelers
You can now rent jewelry from Kay, Zales, and many other designer brands.
🐻 @bookingcom
“The share of business travel will be forever lower than pre-pandemic.”
- CEO of Booking
🐂 @China
China’s new digital currency is genius yet invasive.
@RobinhoodSnacks
Although people might be eager to travel again, the airline industry will be forever negatively impacted by the pandemic because businesses have adjusted how they communicate. Business travel only accounted for 12% of @bookingcom reservations, but it represented 75% of profits.