Morning Report

June 19, 2017

Airbnb Hosts Revolt, Sugarcoat New Shake Shack, Missing Flounder and Slack Deal

Good Monday Morning,   Daylight – When the Fire Goes Out, Deals Get Done – A motivated buyer, Jeff Bezos of Amazon, and a ready-seller, Whole...
June 16, 2017

Amazon Buys Whole Foods, How Shake Shack is No Flash in the Pan, Bye to Butterfingers, Lululemon Bets Big on Men, Monterey Music Festival Today

Good Friday Morning. Amazon buys Whole Foods in $14 billion-dollar deal. That’s over.    Daylight – Wouldn’t you know – two members requested customized Morning Reports...
June 15, 2017

Via Morning Glory, Amazon Looks at Slack, J. Crew Cuts Cute Deal, Mary’s Lion Becomes a Little Lamb, Swapping Spit

Good Thursday Morning,   Daylight – Sorry, this is coming out late this morning. Back from New York – now on to South Carolina and Nashville-trip...
June 14, 2017

Keeping Score, LexisNexis Buys Ravel Law, New Pirate After 40, True Food’s Yoga Class and Restaurants’ New 9 to 5 – Shared Office Space

Good Wednesday Morning,   Daylight – Of course, I am keeping score. The NYTimes reported late yesterday afternoon with huge headlines that Uber’s founder was taking...
June 13, 2017

Dark and Stormy Fast Growth, Watch Equidate Private Co. Trading Platform, Dropping the H Bomb at Lunch

Good Tuesday Morning,   Daylight – Put It This Way – I’m glad I wasn’t there, a seven-hour board meeting at Uber HQs this past Sunday...
June 12, 2017

Three Wonder Women in One Weekend, WeWork Buys Fieldlens, Gucci Walks on Gloss and FANG Bites Back

Good Monday Morning,   Daylight – Other than Uber’s board deciding (done deal) to impose a three-month CEO leave-of-absence for Travis Kalanick, it was all sports...
June 9, 2017

“Clear the Room” May Day in UK, Sirius Seeks Pandora, Digital Pharmacist Raises $6.5 Million

Good Friday Morning,   Daylight – From the Comey testimony, there is only one lesson – “clear the room” whenever you want to discuss something confidential....
June 8, 2017

Bet On This Tweet, Joe’s Crab Shack Files Chapter 11, Chewse Raises $7.3 Million and Trump Praises Member’s Business

Good Thursday Morning,   Daylight – This morning, I would make this bet: Trump tweets live during James Comey’s testimony to the Senate Intelligence Committee. With...
June 7, 2017

Uber’s HR Alcatraz, Dos Equis Dumps Most Interesting Man, UNTUCKit Raises $30 Million and Two New Members Prove 80/20 Rule

Good Wednesday Morning,   Daylight – I wouldn’t be surprised if they don’t annex Alcatraz today. Hitting rock bottom, Uber at 2 p.m. in its San...
June 6, 2017

Fashion Entrepreneur Sounds the Bullhorn at J. Crew, Trump Starts 3-Star Hotel, $1 Billion Hostage Deal and Accenture Buys LabAnswer

Good Tuesday Morning,   Daylight – The Merchant Prince Leaves the Building in Big News – Retailer J. Crew, replacing fashion legend Mickey Drexler, named James...
June 5, 2017

Rock and Roll Marathon Series Sold, Cattle Contractor Buys Pearl Harbor, Walmart Tests Employee Delivery, Greenlight Debit Card for Kids

Good Monday Morning,   Daylight – This morning in San Jose, Calif., Apple will show off its latest software and hardware, including Macs and iPads, at...
June 2, 2017

Blue Apron Files IPO, WeWork on Buying Spree, Hotel California Lands in Eagles’ Legal Net, Stitch Fix Hires Goldman

Good Friday Morning,   Daylight – I am disappointed too, but it is not the end of the world yet. In fact, as soon as Trump...