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Were in a Baby Bust  P&Gs diaper problem. Tesla joins the club. Duolingo translates $2.4B.

Snacks Daily

17:10 min | 2 months ago

Were in a Baby Bust P&Gs diaper problem. Tesla joins the club. Duolingo translates $2.4B.

"This is nick this jack and this is snacks. Daily eight is thursday november nineteenth. These stories are too good to mess around. Nick i gotta get right into the best one yet. Jack's not standing the standing desk. I should point that out. I pod in like six months. That i've been seeded jackson this low energy situation first story. Jack what we know the baby boomer's welcome to the baby busters snappers proctor and gamble. They got a without a whole new diaper strategy literally. That's actually a thing they're doing for our second story. Tesla just got tapped to join the s. and p. five hundred shares him nine percent because jack and i heard the initiation ceremony put day a pretty good third and final story. It's the unicorn of the day duolingo. So i gotta say glueck launcher yup mabrukeh. Okay and congratulate ziani jack. How do you translate two point. Four billion dollar valuations yet four x these the questions. These are the questions but snappers before we jump into that wonderful mix the stories. We've got a stage. Five sucking twitter just announced something called fleets saccharine. Have launch that hotline. One eight hundred king. Floyd's is a fleeting disappearing tweet and it exists on your profile at the top in a circle around your profile picture jack wherever we've seen this before oh yeah looks identical to instagram stories which looks identical snapchat more specifically twitter just linked in which had pinterest who previously facebook. Who's it's very own instagram. Who originally sucked the original sucking of snapchat. Which means that. The original sucking was just copying someone else's product it's basically plagiarism. This feels less like plagiarism. More like a contagious disease yet does so snacker jack and i are pleased to announce we're launching our very own robin hood snacks stories. Robin snacks stories. All you gotta do is three stories. Daily oil snacks about rain. Food said candy. You don't reflect. The views of her family is just so we're not recommending. It's not a research. Report or investment advice. Natta offer or sale of a security digestible business individuals financial llc. See four our first story procter and gamble's prepared for shrinking endemic birth rate. Baby bust snacks. We may have a massive surplus of diapers in two thousand and twenty one. Beware because we know what you're thinking on this when first of all the bad news. Let's just get the bad news out of the way they're going to be fewer cute babies in twenty twenty one. The good news fewer baby shower gifts that you're obligated to buy. Honestly there's a good side to every coordinate thing so jack and i we're looking at this story and basically you got an opposite of the baby boomer situation going down we're going through a straight up baby bust right now. Experts estimate that five hundred thousand. Fewer births will happen in the united states in two thousand twenty one. That is ten times bigger. Drop than we saw from twenty eighteen to twenty nine thousand babies born in two thousand twenty one are conceived in twenty twenty f- wa. Thank you dr kramer. Now the precedent here because there is one happens to have happened a few times. Yes actually it. Turns out birth rate to the united states. They tend to correlate with the labor market and the last big drop in the birth rate in the us was in two thousand nine financial crisis fewer babies pandemic crisis fewer babies. Here's the thing moms dads liked to make sure that they can afford a crib and maybe even college someday so jack looking at the numbers here and you've got five hundred thousand fewer births potentially next year that would be a fourteen percent drop from like the normal three point seven million babies born in a typical recent year. That means there's going to be fourteen percent fewer customers for diapers. Yes or on the flip side. Fourteen percent too many diapers in this country. You got situation where one of seven customers boom gone disappeared. Twenty twenty one is going to be the best year ever for captain underpants. Yes it is. He's going to win now. This diaper palooza of next year is a huge problem for proctor and gamble and kimberly clark who owned eighty percent of the us market for dipoto. They're basically the truly in the white cloth diaper industry right now. Right right proctoring. Emlyn kimberly clark. They make pampers and huggies. So here's what jack. And i find fascinating since you're only having a kid now if you can afford it. They're pivoting all their diapers to the era of the fancy diaper. That's what we're calling it now. I'm having a kid. Knackers announced this months ago. So i feel like. I'm the elephant in this room. These must be going pretty nice over the camera household. So kimberly clark recognizes that people have babies are probably upscale. They're coming out with a plant. Based diaper. made partially of sugarcane not a typo. This is beyond me to diapers because it's also five times the price of the cheapest diaper out there and gamble those trying to one up them their new diapers. They basically come with an adjustable belt like pants. Not the stretchy. One size fits all situation how these fancy new. Png diapers or more khakis than they are. Sweatpants your can go to the boardroom at age. Three but nick proctor and gamble is stepping up with diapers. That are tackifying. Snacker jack and i to sit down and stand back up. We heard this turns out. Proctor and gamble has also partnered with google protect infused diaper systems. This diaper system includes monitors sensors which can detect wetness and then alerts. That will buzz on your phone when that wetness is detected and because he got to show off a system to really have a system you gotta get the webcam to to confirm that witness did occur. The webcam confirms the baby. Hasn't taken off the diaper story griffin style so procter and gamble is looking at this situation. They have had to come out with so many fancy diapers that they previously had a category called super premium. Diapers they now have a category called super super premium. No joke. I hope you can finance these diapers cause. This is like the mach eight from gillett of diapers. So jack what's the takeaway far buddies making diapers at proctor and gamble. If you're losing customers test how much. The remaining ones are willing to pay smackers. Let's look at the iphone first. Iphone came out. Two thousand seven was just four hundred ninety ninety nine dollars back then. Apple didn't really jack up prices and test the limits of price on an iphone until the sales numbers started to fall to one thousand nine hundred. They come out with an iphone. That's one thousand four hundred and fifty dollars most expensive ever. How do you make up for drop in customers. Jackie raise prices. How do you make sure they'll pay those higher prices yak upscale the product to a silly degree diapers and iphones. Same thing four. Second-story tesla finally gets the green light to join the s. and p. five hundred. They've been hoping for this. Means nick overnight. Hundreds of billions of dollars worth funds will dump money into tesla stock. Two before we talk about testing. Here i mean we talk about this wild week for. Eli wild week well. He started off by testing positive for covid nineteen. Yes he did. That's that's a tough way to begin. We keep tested positive and negative positive again so going around up to positive. He is recovering well though so good for him. And then his second favourite company space x set for americans in one baby. Yoda toy out into outer space. And then yesterday. He passed mark zuckerberg on the list of world's richest people. Hang number three trailing now. Jeff bezos and bill gates technically. Not as but kind of is knocking that now. The reason for that last one. His favorite company is tesla and alon owns twenty one percent of tests stock. and guess. What tesla just finally got the invitation to join the s. and p. five hundred club. Let's see the initiation for this. Should be on has to read every single tweet. he's ever sent out ever five hundred acres as a reminder is a stock index that includes the five hundred most valuable us stocks. And if you're tesla you've had to wait for this invitation to the s. and p. five hundred because they happen to have an inconvenient profitability requirements. Some clubs have dress code. Other clubs have a profitability code. Mr kramer you're gonna have to wear the blazer in the dining room at all time. Tesla finally after ten years as a publicly traded company has reached four consecutive quarters of profitability. Actually just hit five. And the s&p five hundred index. It's weighted based on how valuable all those five hundred. Big companies are so apples the most valuable company in the index worth two trillion dollars. It carries the most of all the other companies six point five percent of the whole index. So tessa jumping in with its profitable blazer joining the s. and p. five hundred as the tenth most valuable company in the index based on today's stock price and starting december twenty. First tesla in the clubs. So jack what's the takeaway for our buddies over at tesla. This isn't just a vanity win for not it literally increases demand for tesla stock snacks. You may have noticed. Tesla's stock jumped ten percent yesterday and that is because of stock funds like etf mutual funds are basically you talk smoothies and s and p five hundred fund is like a huge stocks movie that include bits and tons of five hundred other stocks in those companies are like the blueberries strawberries that she had the cash who the whole nut situation the s&p five hundred index fund. It's one of the most popular retirement funds out there and the ingredients are perfectly proportional to the s. and p. five hundred so the s. and p. five hundred index fund is six point five percent apple stock. It's four point eight percent amazon and little of the other. Four hundred ninety. That's because the s. and p. five hundred index is six point five percent apple four point eight percent amazon and a little of the other four hundred ninety eight and on december twenty first that stock smoothie is going to include a dash of tesla to think of it like the bee pollen this means on december twenty first a bunch of heavy hitting fund managers. Who are like slinging around billions of dollars. They're going to buy a ton of tesla's stock to update their index. Basically they have to buy a ton of tesla stock because they have to reflect the s. and p. five hundred index. This is like imagine you have a textbook ridden as a professor and suddenly your textbook just got added to the econo- one required reading lists that has like seven thousand students so in a patient all these buy orders driving up the stock on twelve. Twenty one tesla is up twenty percent since monday for our third and final storage jack. Evita's researchy throats does schlecht in vectors. That's the beginning of the hardest of all the figures of speech trick. Question answers both unicorn. Duolingo just raised thirty. Four million dollars to hit a two point. Four billion valuation duolingo is no spotify now. It's not but staffers about the biggest thing at pittsburgh. Since what do you think jerome. Bettis was thinking bain. Because you know batman three. It's all in pittsburgh is a lot of also maybe the biggest thing since pittsburgh black. Pittsburgh black is underrated black snake on the outside red on the inside. Yeah if you know you know. Duolingo is a learning app. That teaches you how to speak like forty. Different languages full disclosure. I'm doing this on the daily. With italian parlow tagliani on you. Join if you open up. The app like nick does every morning. You see a little out. Who's going to guide you through. Conjugated verbs into the subjunctive to. Oh your honesty. Can we just use the past imperfect every time. It's the worst to what if you need to say. I would have wanted to if i could have wanted to. Can i just say i did. This is actually a company in the ed tech industry which is education technology and it turns out. Ed tech is just having like a total. Treat yourself moment right now. Your eyes are tired of net. Your legs are exhausted of peleton's there and you're still trying to cross off your list one of those quarantine resolutions. You pledged back in april which is probably getting back on the board with your talion language skills which is why people are jumping into duolingo dueling goes revenue has doubled to two hundred million in the past year. And it's now the highest grossing app in ed tech. Congratulations jack and i find most fascinating about duolingo is how it used to make money. It's first customers were companies that needed something translated like say. Ge needed their washing machine user manual translated into another language so basically. Here's how it go down that. Ge manual would be given duolingo. Who'd feed it as text into the app which you would translate as part of your lesson which they were then crowd source all the answers to to deliver to g what they think the correct translation for that tex watson's g gets their washing machine user guide translated into arabic. Do based on ten thousand homework assignments for students trying to learn arabic. i'm the dueling grab. So that's awesome but they don't do that anymore now. It's got a pretty standard freemium model. Yeah so basically. Some people are paying premium courses on and others are getting dueling. Go for free. But you're seeing a mattress at and duolingo. See their simply following spotify trajectory. But we see one problem with that. So jack what's the takeaway mattress mattress patches for our buddies over at duolingo. Spotify is the gold standard a freemium conversion snacker converting users from free to paid is an art form that spotify has master and dueling numbers. They show how important it is to convert people from free to premium and just how far away they are from spotify gold standard snacker. Here goes numbers. Four percent dueling language. Learners are paying for the service. And yet they make up eighty five percent of duolingo total revenues. So that tiny subset that's paying for duolingo. They are way more valuable to the company. Then the ones that are just like creating some ad revenue but the problem is they're just so few of spotify on the other hand they one hundred forty four million paid users who paid ten bucks a month and that's out of three hundred twenty million total users so spotify has managed to convert. Get this forty five percent of its listeners. To pay for the service. Meanwhile duolingo is only converted. Four percent shrew financial fluency for duolingo requires figuring out how to better monetize users. Jack can you whip up the takeaways for us over there. Five hundred thousand. Fewer babies are expected next year in the united states. So the diaper giants added bells and whistles to test your willingness to pay four second-story tesla's stock is a required ingredient to all s and p five hundred index funds starting december twenty so the stock price bounce twenty percent higher. Make an eel on earth number. Three richest man for third of dueling claims their business models just like spotify. The freemium model only issue here spotify is a freemium model way better than duolingo or anyone else in the entire world. But i've our snack back today. This one tweeden by nate evans. Lovely santa barbara california. They heard us mention a couple of days ago. That sonos speaker company is based in santa barbara california. I think that's considered a competitive advantage. Jack the company it turns out. I totally agree nick. The hottest temperature ever recorded on planet earth was in santa barbara hundred thirty three degrees way back in the eighteen fifties. They got to enjoy that record until nineteen thirteen. When death valley nearby hit one hundred thirty four degrees by the way you may have heard that death valley hit one hundred twenty nine degrees this summer. That is hot but not even close to one hundred thirty four degree record. Jack moen. I had a dinner in santa barbara. Few months ago it was so hot. It was the hottest ways of heat. I've ever felt shocking. Because it's on the ocean. Yeah people look at each other. We were concerned nick. I'm going to take this home by asking this knacker's ten h. Y. h. y. s. d. today jacksonville walking into the living room with a. Have you had your snacks. Daily spread far spread it. This was great. We'll see you can't wait if you know you know and before we go smackers. What is congratulations for toine win. A new jeopardy contestant from pomona california also a snack. What is mattress mattress mattress. Derek and flow congrats on the anniversary over nairobi. Ken and happy anniversary to theresa. In virginia beach and happy birthday aaron peck wreck in parma ohio and christine lee in toronto canada gary in houston and gloria pelosi's in edison new jersey and ayrshire and gates mills ohio and patrick mcglaughlin in garland texas and happy birthdays accent over in atlanta. And congratulations to mark. And lonnie forgetting engaged in lawrence kansas. This is jack. I own stock of amazon in spotify and beyond me. Nick also owns dr bomb me and apple the robin hood snacks podcast. You just heard reflects the opinions of only the host who are associated persons of robinhood financial llc and does not reflect the views of robinhood markets. Inc her any of its subsidiaries or affiliates. The podcast is for informational purposes. Only and is not intended to serve as a recommendation to buy or sell any security and is not an offer or sale of a security. The podcast is also not a research report and is not intended to serve as the basis of any investment decision robinhood financial llc member finra sipc.

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