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Snacks Daily

2️⃣ “Upvote” — Our Reddit Stock Pick. Shirley Temple’s surge. Trump’s Landlord Lockout.

21 min episode · 2 min read

Episode

21 min

Read time

2 min

Topics

Investing, Fundraising & VC, Marketing

AI-Generated Summary

Key Takeaways

  • Social Media Product Development: Brands now practice scrolling and development instead of traditional research and development, monitoring social media trends like the Shirley Temple surge to launch products. Olipop, Poppy, Seven Up, and Gatorade all released Shirley Temple versions within months after tracking pandemic-era social posts.
  • Corporate Housing Impact: Wall Street investment firms purchased 19 percent of homes sold in Q1 2024, with Atlanta reaching 30 percent of rental homes owned by corporations. This drives all-cash offers and algorithm-based rent pricing above market rates, making home ownership harder for families seeking to buy properties.
  • Reddit Growth Strategy: Reddit trades at 49 billion dollars versus Meta's 300 times higher valuation, positioning itself as authentic human content against AI-generated material. The platform earns revenue through advertising from increased users and licensing deals with AI companies, with Google's contract expected to quadruple in price this year.
  • Housing Supply Solution: Banning corporate landlords addresses symptoms but not the core affordability crisis. The fundamental problem remains insufficient housing inventory nationwide. A coordinated national effort to rapidly build millions of affordable homes would create meaningful impact on cost of living beyond restricting Wall Street purchases.

What It Covers

Snacks Daily covers three business stories: the Shirley Temple beverage trend driving product launches across multiple brands, Trump's proposed ban on corporate home buying, and Reddit as a 2025 stock pick positioned as authentic content.

Key Questions Answered

  • Social Media Product Development: Brands now practice scrolling and development instead of traditional research and development, monitoring social media trends like the Shirley Temple surge to launch products. Olipop, Poppy, Seven Up, and Gatorade all released Shirley Temple versions within months after tracking pandemic-era social posts.
  • Corporate Housing Impact: Wall Street investment firms purchased 19 percent of homes sold in Q1 2024, with Atlanta reaching 30 percent of rental homes owned by corporations. This drives all-cash offers and algorithm-based rent pricing above market rates, making home ownership harder for families seeking to buy properties.
  • Reddit Growth Strategy: Reddit trades at 49 billion dollars versus Meta's 300 times higher valuation, positioning itself as authentic human content against AI-generated material. The platform earns revenue through advertising from increased users and licensing deals with AI companies, with Google's contract expected to quadruple in price this year.
  • Housing Supply Solution: Banning corporate landlords addresses symptoms but not the core affordability crisis. The fundamental problem remains insufficient housing inventory nationwide. A coordinated national effort to rapidly build millions of affordable homes would create meaningful impact on cost of living beyond restricting Wall Street purchases.

Notable Moment

Jim Cramer physically hit Jack's leg during their CNBC interview when Jack mentioned Reddit as a stock pick, creating an unexpectedly enthusiastic reaction that Jack hasn't stopped talking about since the encounter with the Mad Money host happened on camera.

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Episode Transcript

This is Nick. This is Jack. It is Thursday, the new Friday, January 8, and today's pod is the best one yet. This is a T boy. The top three pop business news stories you need to know today. I'm sorry. Update on our live tour. The first show, February. Jack, how many tickets are left? Zero. Sold out. So if you're in DC, New York, or LA, buy tickets now while you still can. Yeah. We put the links in the episode description. If the tickets are still there, I don't know. They may have sold out too by now, Jack. Okay. We only tickets are still there, I don't know. They may have sold out too by now, Jack. Okay. We only grab your tickets now. We can't wait to see you live, but three fantastic stories for today's show. What do we got on the t boy? For our first story, the drink of dry January has already been crowned. It's the Shirley Temple. Jack and I will tell you why Gatorade, seven Up, Olipop, Poppy, like every other beverage brand, are going gaga for Grenadine. For our second story, president Trump said yesterday he's banning corporate home buying in America so that families can buy homes instead. We call it the landlord lockout because when Wall Street stops buying, there is more for the rest of us. And our third and final story. For our second day in a row, we're doing rant. But Yetis, before we hit that wonderful mix of stories oh, I mean, no one else is doing that mix. Love the mix of stories, Jack. The hottest show on TV right now is actually on ice. Heated Rivalry, HBO's gay hockey romance. You heard that right. Heated Rivalry, the rom com series about two hockey players who hook up when they play each other. We're not talking Gretzky and Messier, but we could be talking Gretzky and Messier. Queer romance and crosschecks, that's what you get. Heated romance is the number one streaming show in Canada, and has my wife suddenly claiming she's a hockey fan? Yeah. She called 5 for fighting on that one. Perfect timing, by the way, Jack, because the Winter Olympics start in one month, and NHL players are involved in the game scan. It's gonna be an exciting games, but it has Nick and me realizing, hockey's biggest mainstream moments in American history, they tend to be linked to movies. We dove into the numbers. Get this. 1992, you got the Mighty Ducks trilogy, which drove a surge in ice skating programs. And that fictional team led to a real NHL team, the Anaheim Ducks, worth a real multimillion dollars. In 2004, Disney hit the ice again with Miracle about team USA. Disney also did Inside Out one and Inside Out two Yes. Where the protagonist is a hockey player. I'm sorry, Jack. Pause the pause. Walt Disney didn't drive a car. He drove a Zamboni. We …

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company

  • Olipop, Poppy, Seven Up, and Gatorade all released Shirley Temple versions within months after tracking pandemic-era social posts.
  • Reddit trades at 49 billion dollars versus Meta's 300 times higher valuation, positioning itself as authentic human content against AI-generated material.
  • Sponsors: Expedia
  • Olipop, Poppy, Seven Up, and Gatorade all released Shirley Temple versions within months after tracking pandemic-era social posts.
  • Sponsors: Instacart
  • Olipop, Poppy, Seven Up, and Gatorade all released Shirley Temple versions within months after tracking pandemic-era social posts.
  • The platform earns revenue through advertising from increased users and licensing deals with AI companies, with Google's contract expected to quadruple in price this year.
  • Olipop, Poppy, Seven Up, and Gatorade all released Shirley Temple versions within months after tracking pandemic-era social posts.

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