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2021年8月にSnack Daily Podcastで話題にあがった銘柄の一覧

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私の一押しPodcast「Snacks Daily」で2021年8月中に話題にあがった銘柄を紹介します。尚、8月最後の週はPodcastのホストが夏休みのため放送もお休みでした(9月7日に再開しました)。

1. はじめに

私の超お気に入りのPodcast、「Snacks Daily」で2021年8月中に話題にあがった銘柄を紹介します。「Snacks Daily」は平日の朝、15分~20分程度の間に3つのトピック(大抵は注目株式銘柄ですが、たまに経済情勢や仮想通貨のこともあります)を取り上げて解説しています。未上場の会社について取り上げることも多いのも魅力の一つです。Apple PodcastsGoogle PodcastsSpotify Podcastsから視聴可能です。

2. 2021年8月の放送

1週目

2021年8月2日( 月) — PINS, SHW, [Squire]

  • Pinterest (PINS): “Pinterest dropped 20% as it takes on its biggest pivot ever: From search engine to scroll engine.”
  • Sherwin-Williams (SHW): “Sherwin-Williams has whipped up fresh paint since 1866, but it just signaled that the House Hype Era is over.”
  • Squire (private): “Squire hit a $750M valuation for a barbershop app after the founders literally bought a barbershop.”

2021年8月3日(火) — DKNG, SQ, PYPL, AFRM

  • Draftkings (DKNG): “DraftKings wants to launch its first ever sports bar.”
  • Reese Witherspoon sold her schmoovie studio for $900M because “The 3 C’s of Content” are killing it.
  • Square (SQ), PayPal (PYPL), Affirm (AFRM): “Square just made its biggest acquisition ever after it got FOMO for a Gen Z Credit Card.”

2021年8月4日(水) — PEP, [GoPuff]

  • Economy: “The Delta Variant – we tell you what it means for stocks, business, and the economy.”
  • PepsiCo. (PEP): “PepsiCo is selling off its orange juice biz for $3.3B.” [Note: Its’ similar move with Coke-cola. Last year, Coke-cola killed 275 brands, because 1/2 of the brands only accounts for 2 of revenue ]
  • GoPuff (private): “GoPuff leads an industry we’re calling ‘Super Delivery’” [Note: Grocery delivery]

2021年8月5日(木) — TCEHY, CMCSA, DISCA, TAP

  • Tencent (TCEHY): “Tencent (Earth’s 2nd biggest video game company) was just told by China that its top game is ‘spiritual opium.’”
  • Comcast Corporation (CMCSA), Discovery, Inc. (DISCA): “And Big TV is losing so much ad money to Big Tech that we’re calling it a migration.”
  • Molson Coors Beverage Company (TAP): “Molson Coors is retiring 11 classic brew brands because beer is like an airplane.”

2021年8月6日(金) — YOU, LVMUY, LYFT, UBER

  • Clear Secure (YOU): “Clear Secure’s stock is up 75% since their IPO because they want to kill off wallets forever.” [Note: Clear Secure is a TSA PreCheck’s techier cousin and its revenue plunged due to pandemic, but
  • LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY): “The newest billionaire is Rihanna, but the real story is the new business model of “Beauty Celebrepreneurs”. [Note: Rihanna owns 50% stakes of Fenty Beauty. Fenty Beauty is a joint venture with LVMUY which owns 75 brands — including Dior, Bulgari, Dom Pérignon, and Sephora.]
  • Lyft (LYFT),Uber (UBER): “Lyft and Uber (“LUber”) both reported earnings this week… but they’re no longer the same company.”

2週目

2021年8月9日(月) — BTC, LEVI, TSLA, GM, F

  • Bitcoin (BTC): “The Chief of Wall Street said that crypto is the “Wild West,” so we’re looking at Bitcoin’s Traffic Light problem (or is it an opportunity?).”
  • Levi Strauss & Co (LEVI): “Levi’s just bought Beyond Yoga because it’s got a case of Corporate FOMO.”
  • Tesla (TSLA), GM (GM), Ford (F): “The Big 3 car companies just said they’ll go 50% electric by 2030. But we need to start saying The Fantastic American Four.”

2021年8月10日(火) — AMC, WMT, TGT, SAFM

  • AMC (AMC): “AMC just announced it’ll accept Bitcoin for your ticket if you want to watch your 478th Marvel movie.”
  • Walmart (WMT), Target (TGT): “The Wage Wars have turned into the Battle of the Benefits after Walmart and Target offer to pay your tuition. “
  • Sanderson Farms (SAFM): “America’s 3rd biggest chicken company just sold for $5B because wings have become white gold.”

2021年8月11日(水) — SDC, ALGN

  • SmileDirectClub (SDC), Align Technology (ALGN): “This was the year of the mouth makeover as you glammed your molars, but SmileDirectClub’s stock just plummeted 25%.”
  • Economy: “The Infrastructure Bill just got shockingly bipartisan support so we’re looking at what $1 trillion gets ya these days.”
  • FYPM App: “There’s a new app that’s literally cursing – but it’s also helping the Creator Economy get paid.”

2021年8月12日(木) — WW, BOWX, NKE

  • Weight Watchers (WW): “Lockdowns grew our waistlines, but Weight Watchers stock plummeted 25% yesterday.”
  • BowX Acquisition Corp. (BOWX): “Say goodbye to the old WeWork… say hello to WeMall.”
  • Nike (NKE): “The real celebration of Lionel Messi’s record-breaking soccer deal is at Nike: The business of obsolescence.”

2021年8月13日(金) — YUM, DIS, FUBO, BTC

  • Yam! Brands (YUM): “There’s a renaissance going on with Drive-Thrus, but Taco Bell just whipped up the ultimate masterpiece.”
  • Disney (DIS), fubo TV (FUBO): “Disney’s stock jumped 5% because it’s running The Great Streaming Experiment.”
  • Bonds: “Over in Miami, everyone’s talking about Bitcoin, even though they’re really thinking about Bonds.” [Note: Port of Miami issued municipal bonds for 1.4 billion dollars, and no problem for borrowing because of resuming of cruise]

3週目

2021年8月16日(月) — BUND, MAR, ABNB, FIGS

  • Beyond Meat (BYND): “Plant-based meat is getting all the love, but the next plant-based meal is faux fish.”
  • Marriott (MAR), Airbnb (ABNB): “Marriott and Airbnb couldn’t be more opposite, but now they’ve got 1 new thing in common: ‘Bleisure.'” [Note: Marriott’s sales shrink 41% compared to 2019 while that of Airbnb increase 37%]
  • Figs (FIGS): “And what Lululemon did to leggings, Figs just did to scrubs.”

2021年8月17日(火) — SBUX, SONO, GOOG, [Authentic Brands]

  • Starbucks (SBUX): “Your morning coffee could get pricer now that coffee bean prices have surged 43%… unless we see some ‘Swap-flation’ (new thing).”
  • Sonos (SONO), Alphabet (GOOG): “Sonos sued Goliath, and the judge decided David was right, Google was wrong.” [Note: Sonos sued Alphabet for infringing patents in thier smart speakers — Final judgement is in December. Also suing Amazon]
  • adidas AG (ADDYY), Authentic Brands (private): “Reebok got sold by Adidas to Authentic Brands for $2.5B — But who is Authentic Brands?”

2021年8月18日(水) — MDLZ, TSLA, WMT

  • Mondelez (MDLZ): “Mondelez is turning Oreo’s from cookies into cakes because snacking evolved to indulging.”
  • Tesla (TSLA): “The government probe into Tesla’s self-driving could be the end of Elon’s “round-up marketing” fun.”
  • Walmart (WMT): “Walmart’s 4 highlights right now are parties, pants, potatoes, and backPacks, but it just lost its legendary crown.”

2021年8月19日(木) — [TikTok], FB, TLRY, [Maven Clinic]

  • TikTok (private), Facebook (FB): “TikTok just passed Facebook for most downloaded app of 2021, but its new boss is… China’s government.”
  • Tilray Cannabis (TLRY), MedMen (MMNFF): “Tilray Cannabis is buying weed store MedMen in a strategic wedding straight outta Notting Hill (the movie, not the place. Although both are lovely).”
  • Maven Clinic (private): “Maven just became a unicorn, but the real news is that it’s the 1st women’s health unicorn.”

2021年8月20日(金) — FB, HD

  • Facebook (FB): “So we’re looking at Facebook’s first move into the Metaverse… through your office.”
  • Home Depot (HD): “Home Depot’s biggest story of the summer is actually Halloween (spoiler: 12-foot skeletons).” [Note: DYI is over, decorating is in trend]
  • Generation Alpha: “We’ve found the next generation after Gen Z: Gen Alpha is the new startup target.” [Note: Gen Alpha is anyone born after 2010. For business, customers are Gen Alpha’s parents who are millenniums and use Instagram]

4週目~5週目

2021年8月23日(月) ~8月31日(火): ホストが夏休みのためお休み

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注意1: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。

注意2:日付の横のアルファベットは基本的にはその日の放送で取り上げられた会社のTicker Symbolですが、未上場会社は鍵括弧の中に会社名を入れました。SPACの場合は、2社のTicker Symbolまたは会社名を「&」でつなげました。また仮想通貨の場合は斜体となっています。

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