Brooks Dyroff 🇺🇸

Building @thestreetsheet. Equity research for everyday investors.

[Brooks Dyroff 🇺🇸 @Bdyroff14]

One of the questions I get asked the most is how I came up with the name, Walk-On Holdings (@walkonholdings) for my company. Here's the story 🧵

[Brooks Dyroff 🇺🇸 @Bdyroff14]

“Outcome based pricing” means it will be a good time to be a performance marketer

[Brooks Dyroff 🇺🇸 @Bdyroff14]

Absolutely incredible this post has an em dash

[Elizabeth Warren @ewarren]

A single AI data center uses as much electricity as 100,000 households—and utility companies are passing the upgrade costs to you, not to the trillion-dollar tech giants.

I've opened an investigation. These companies need to pay their costs.

[Brooks Dyroff 🇺🇸 @Bdyroff14]

I've never heard a single positive review of Quickbooks

I've also never heard of anyone switching to a different platform and being overly thrilled either

[Brooks Dyroff 🇺🇸 @Bdyroff14]

From @TheStreetSheet Research team:

In November 2007, @Starbucks $SBUX had just reported a 35%
rise in year-over-year profits. But there was a wrinkle. For the
first time ever, US stores reported a decline in traffic.

The slippage kicked off media chatter that a “latte recession”
was imminent or already underway, as pinched consumers
forewent $6 coffees and many other consumer discretionary
goods as well.

As we all know, something far more severe than a “latte
recession” was around the corner in November 2007.

The “Starbucks Indicator” has held up in recent memory, too.

In 2022, when conventional wisdom held that rising inflation
would bring on a recession, Starbucks reported a 9% increase
in US same-store sales. It was a sign that resilient consumer
spending might stave off the expected recession.

Sure enough, the US economy grew at a respectable 2.5% clip
the following year.

So, with jobs growth slowing and consumer sentiment hitting
an all-time low last month, what is the “Starbucks Indicator”
saying now?

In its Q2 earnings report released April 28, Starbucks reported
a 7.1% rise in U.S. same-store sales.

This means that its 16,944
US stores (out of 44,129 globally) are humming along nicely as
CEO Brian Niccol — formerly of Chipotle $CMG — leads the
company’s turnaround efforts.

Of course, it’s just one quarter. Niccol reminded shareholders
that more work remains for the multi-year turnaround
campaign.

What’s more, with a price-to-earnings ratio of 81, shares are
already priced as if a successful turnaround were a done deal.

Still, with economic pessimism currently reigning, at least one
signal is indicating that the US economy may once again
surprise us.

[Brooks Dyroff 🇺🇸 @Bdyroff14]

Wowwww. See ya later Luma/Zoom subscription ✌️ @beehiiv

[Brooks Dyroff 🇺🇸 @Bdyroff14]

I am so bad about being active on social. That said, our Research division at @TheStreetSheet has been one of my favorite products to build. I’d encourage you to join if you haven’t already here’s what’s included, more to come.

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[Brooks Dyroff 🇺🇸 @Bdyroff14]

NYC rents about to increase by 9.5%

[New York Post @nypost]

Mayor Zohran Mamdani has declared that property taxes will require a 9.5% hike across NYC to make up for Gov. Kathy Hochul's refusal to hike taxes on NY's wealthy. https://t.co/Pm5tpxqBZJ

[Brooks Dyroff 🇺🇸 @Bdyroff14]

Having the ability to vibe-code/prompt an automation sequence would be dope @denk_tweets @beehiiv

[Brooks Dyroff 🇺🇸 @Bdyroff14]

🇺🇸🇺🇸🇺🇸

[Netflix @netflix]

MIRACLE: THE BOYS OF '80 premieres January 30.

Relive the story of "Miracle on Ice" told with never-before-seen 16mm footage and firsthand reflections from the 1980 US Hockey team players who delivered a historic Olympics victory against the USSR at the height of the Cold War.

[Brooks Dyroff 🇺🇸 @Bdyroff14]

If everyone can invent their own app the hard part becomes differentiation. Obviously a big part of this has to do with the actual product itself, but this is where marketing comes into play and distribution becomes even more important.

[a16z @a16z]

Vibe coding has unleashed a torrent of new iOS apps in the app store.

After basically zero growth for the past three years, new app releases surged 60% yoy in December (and 24% on a trailing twelve month basis).

Charts of the Week: https://t.co/by6074JwZG

[Brooks Dyroff 🇺🇸 @Bdyroff14]

Interesting way to open up the @WSJ on mobile today

[Brooks Dyroff 🇺🇸 @Bdyroff14]

Which Ritz exec thought Portland would be a good idea

[Rohin Dhar @rohindhar]

Ritz Carlton residences in Portland slashing prices over 50% after only selling 11 units out of 132 and going into foreclosure:

“One-bedroom units that were previously listed between $1.2 million and $1.7 million will start at $600,000. Two-bedroom units that were previously listed between $2.1 million and $2.6 million will start at $1 million. The three-bedroom units will start at $1.6 million after previously selling for $3.3 million.”

[Brooks Dyroff 🇺🇸 @Bdyroff14]

“The largest companies on the planet with $4 trillion market cap saying I don’t want to own this asset, I don’t want to have this on my balance sheet…”

[Jarvis @jarvis_best]

A bunch of Russians and Swedes on teams from Canada and the United States beating the Christ out of each other to a Mexican song about the birth of a Jew. Hockey truly is a global sport.

[Brooks Dyroff 🇺🇸 @Bdyroff14]

One of the most annoying developments of 2025 has been random companies booking Zoom meetings on my calendar.

@beejel108 I have no idea who you are and this is a horrible look. You’re one of many companies doing this.

I would stop doing it in 2026.

[Brooks Dyroff 🇺🇸 @Bdyroff14]

Haven’t done a deep dive on this yet but looks incredibly interesting

[Nir Zicherman @NirZicherman]

Today we're launching the all new version of Oboe (@oboelabs) and announcing our $16M Series A led by @a16z 🧵

[Brooks Dyroff 🇺🇸 @Bdyroff14]

🤘 @TheStreetSheet

[Brooks Dyroff 🇺🇸 @Bdyroff14]

🤘 @TheStreetSheet

[Brooks Dyroff 🇺🇸 @Bdyroff14]

@JMatthewMcGarry @beehiiv @TheNMSummit