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2020年4月10日 11:48 PM #3724暮眞★潤 (Jun Kurema)キーマスター
2020年4月6日 (月) — cf:Robinhood Snacks Daily Newsletter for 4/6/2020
- Sony (SNE): “The surge in video game demand from companies like Sony in the corona-conomy actually marks an evolution in the term “social media.”
- Alphabet (GOOGL): “Google’s latest Big Data project could help rebrand the whole Big Tech industry.”
- WeWork (private): “WeWork was supposed to get a $3B lifeline from its biggest investor this month, but that just got cancelled because its core business model is a public health risk.”
2020年4月7日 (火) — cf:Robinhood Snacks Daily Newsletter for 4/7/2020
- Berkshire Hathaway (BRK-B): “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 (STZ): “Constellation Brands’ liquors are having a corona-conomy moment, but we’re more fascinated by the powerful slide #12 in its earnings deck.”
- JPMorgan Chase (JPM): “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.”
2020年4月8日 (水) — cf:Robinhood Snacks Daily Newsletter for 4/8/2020
- Olive Garden (private): “The Olive Garden revealed shockingly big sales declines (and 1 huge sales increase), but we think its future is in emulating clothing retail with omnichannel sales.”
- Lear Corporation (LEA): “Lear probably made the seat in whatever car you’re driving in — and it’s also whipped up a blueprint for every company’s post-corona-conomy back-to-work plans.”
- Uber Technologies (UBER): “Uber’s latest “Work Hub” moves are making it the ultimate default job board for the gig economy.”
2020年4月9日 (木) — cf:Robinhood Snacks Daily Newsletter for 4/9/2020″
- Slack Technologies (WORK), Airbnb (private): “Airbnb is raising $1B debt and Slack’s raising $750M to get through the corona-conomy, but the 2 different paths reflect 2 different situations.”
- Away (private): “Away Luggage is sadly laying off staff because you’re not traveling right now (and don’t need their suitcases), but the extent of benefits and way they announced it reveal a major change in HR strategy.”
- Economy: “The stock market’s recovery could look like a “V”…or a “U”…or an “L” — we’re breaking down all the options alphabetically.”
2020年4月10日 (金)
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Ticker Symbolの後ろの英語の部分は、Snacks Daily Podcastの該当日の説明文をそのまま引用しています。
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