The Best One Yet - 🍕 “Pizza is always trending” — Domino’s pizza non-fatigue. US Dept of TikTok. Harley’s 1st eHog.

Episode Date: September 28, 2022

Our TBOY Survey: https://u0d3uxj78l0.typeform.com/tboypodTo deal with the Chinese threat of TikTok, our government just came up with an idea: Oversee them with The Department of TikTok. Domino’s stock got upgraded on data that “Pizza Fatigue” isn’t real (aka you always eat pizza). And Harley-Davidson just launched the 1st ever pure-play electric motorcycle stock… but they don’t know who the customer is.$DPZ $HOG $LVWRFollow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypodAnd now watch us on YoutubeWant a Shoutout on the pod? Fill out this formGot the Best Fact Yet? We got a form for that tooLearn more about your ad choices. Visit podcastchoices.com/adchoices Hosted on Acast. See acast.com/privacy for more information.

This is Nick. This is Jack. It's Wednesday, September 28th, and today's pod is the best one yet. It's a T-boy, baby. If it's your birthday, it is the best day of the year. If you own any stocks... Yeah. It's not.

No, literally, because stocks just fell to their lowest level of the year. Worst one yet for stocks, best one yet for this show. We whipped up a T-boy, Jack. What's our first story today? Domino's pizza has been worried about one thing all year. Pizza fatigue. Well, a new report just revealed. field that you can't stop pizza. Don't stop it.

For our second story, TikTok is number one in the app store in the category for national security threats. So the U.S. is creating the Department of TikTok. The DOT. The whole DOT. And our third and final story is Harley Davidson. They just spun off the first ever Pure Play electric motorcycle stock. Like Ariya Stark, they're now heading out into the blue ocean. But Yeties, before we hit that fantastic.

Mix. Woke up this morning, didn't expect this mix. Love this mix, Jack. We want to tell you one of the best pieces of advice we ever got and we got it when we launched this T-Boy show. Honestly, Jack, maybe the best piece of advice in the entire media industry. Here it is. There are only two voices that you should care about as a creator. What other creators think and what your audience thinks. The only feedback that Nick and I listen to is from fellow potters and from you are listeners. If my mom stop. If I stops listening to this pod and gives Jack me feedback, we're not going to pay attention to it. Unless she launches a show and then we'll pay attention to it. You're right. That's a good point. That's the twist. So Yetis, today, we're dropping a survey because we want your feedback. Jack and I whipped up a 25-question seven-minute survey. That's it. We got a link to the survey in this pod's episode description. Because we talk to you every day, but we want to know, you know, where are you from?

What else do you listen to? Should our first merch drop be Kroo necks or should it be hoodies? Should we launch dad hats or trucker hats? Slamin'-Sammon or Tucson T-Bone. And most importantly, what else can we do to make Teaboy truly T-Boy? These are the hard-hitting questions in the seven-minute survey we spent like three weeks preparing for you. But besties, Nick and I know that guac's always extra. And we also know we're asking you to serve us some free extra guac.

That's why 13 Lucky Yetis who complete the survey are going to get a free first edition, T-boy T-shirt. If you fill out our survey, you're entered in a raffle, not for some NFT. We're talking to real tea. 13 winners, a baker's dozen. Because there are only two things that Jack and I care about. And one of them is you. That survey link right here in today's episode description. We love you.

That's why we want to hear from here. Let's hit our three stories, baby. 15 years before this song, two boys from the Northeast met in the dorm. They had an idea that caused a cultural storm. It's the best one yet, but the best is a norm. That's it. 50%. That's a fat tip.

Tea Boy City on your at list. If you know, you know, because we're ready to go. We can't wait no more, so just start the show. Start the show. For our first story, one stock that actually rose to start the week, Domino's Pizza. Because, Nick, pizza is always trending. If you disagree with that statement, you're going to have to wait until our takeaway. Jack, hold the Clorox in the toilet paper.

Domino stock doubled during the pandemic. But Domino Stock, Ann Arbor's finest, domino stock, has fallen by 40% recently. And it's all because of the pizza fatigue theory. One Wall Street analyst coined the phrase pizza fatigue theory this July. Okay, well, this Sir Isaac Newton over there believed that after two years of pizza pounding that crust from the couch, you would want to like switch it up. You were tired of ordering a pizza. The pandemic's over. It's time to drop the deep dish.

You're exhausted in the sausage pies. You're pooped with the pepperon. A marinerer, no thank you. But then another investment banker jumped in and did a certain. to test the pizza fatigue hypothesis. And the results, Jack, can you whip them up for us? We can reject the null hypothesis. The hypothesis hath been destroyed.

Get these numbers. 80% of us, according to the survey, intend to hold steady or increase our pizza spending in the next six months. In fact, so far this year, we're averaging about one pizza pie order per a month per person. Not too shabby. The pandemic is waiting. That's still a lot of pizza.

We've done what we finally wanted people to do, Jack. We've normalized the adult pizza party. It's now a thing, finally. It seems Ricky Bobby was right, Yetis. America did invent pizza. Grazie mele. Means thank you very much. Okay, we need to include that clarifier because I had no idea.

But Yeties, here's what Jack and I find fascinating about this pizza fatigue story. It's not just that pizza is back, baby. Specifically, Americans are demanding Domino's pizza. That same research revealed that 70% of us people who eat food are sick to our stomachs of delivery app fees. You know who we're talking about, DoorDash, Uber, Grubhub, the fees are so high we're not ordering pie. Yeah, you get delivery fees, fee fees, driver fees, and more fee fees. But Domino's isn't one of those third-party delivery apps. Historically, Domino's has always done their own delivery.

Dominoes still hires their own full-time fleet to drop off your Sicilian slices. No fees. No fees. So, Nick, let me get this straight. We've learned two things here. One, Americans are still craving pizza. Exactly, Jack. But we've also learned that we're craving pizza without a delivery fee. All signs, Yeties, are pointing to Domino's.

So that investment bank, they upgraded the stock. So, Jack, what is the takeaway for our buddies chowin down on a margarita right now? Pizza is always trending. All right, Yeti's, before the pandemic, pizza was the product picked for big parties. Because nothing feeds 20 people like 10 pies. During the pandemic, pizza was picked because it was takeout friendly. Pasta's no good in a takeout container. Now, pizza was made for that cardboard box.

But now, as the pandemic wanes, pizza is just jumping on the inflation train. What's more economical than a 16-inch pie and some breadsticks for a family of four? I'm sorry, I couldn't hear you, Jack. Because my face was covered in buffalo, mozzarella. Pizza is always trending. For our second story, in order to stay in the United States, TikTok has to make a surprise deal with the U.S. government. That deal? It's basically forming the U.S. Department of TikTok.

The U.S. DO double T. I like that. Should we roll with that? Let's go with that one. Let's go with that one. We just rebranded in real time, Jay. That's the abbreviate. TikTok, by far, the most downloaded, most used, most beloved app on phones in America right now.

Here's the one existential problem. TikTok is owned and controlled by Chinese tech giant by Dan. It's an inconvenient truth to all the TikTok duetters out there. This is not good for NyQuil chicken challengers. And this is the inconvenient truth. It's that America's biggest foe controls the app Americans love most. That's the inconvenient truth. It is.

And Jack, we know what would happen at the role. were reversed. If the roles were reversed and the most popular app in China was American-owned? Oh, we know what China would do. What would China do, Jack? China would ban that app immediately. It's already done. They would have banned it. Just like they banned Facebook, Google, New York Times. They even banned the latest Top Gun sequel. And it was a really good sequel and we don't get that many great sequels these days. No. We don't. Well, to sprinkle on a little more context here, two years ago, Donald Trump threatened to ban TikTok, but it didn't end up happening. No, I did. But the New York Times just

revealed in reporting that the Biden Justice Department is close to a new deal with TikTok to keep TikTok operating. Here's the deal. If TikTok wants to not get kicked out of the United States but wants to keep its Chinese ownership, it's got to follow three conditions. Nick, what are the three conditions? Jack, I'm so glad you asked. The first condition TikTok must store its data on American soil on U.S. located data servers in a America with like American security guards. If China's Communist Party wants to download Tom Brady's TikTok activity,

which they might. They can't because it's in America. Condition number two, TikTok must let Oracle, an American tech company that owns servers, monitor any changes to its core algorithm. If the algorithm starts cranking up videos critical of U.S. democracy, ding, ding, ding. That's going to be a red flag.

Push notification goes to the White House. Now, condition number three was kind of the most. shocking of all these conditions on TikTok. That's right. TikTok must hire a board of independent outside security experts. And that board reports to the U.S. federal government. A private company having a direct line of oversight from the White House is unprecedented. All right. Yeah, we got the Department of Transportation, Department of Homeland Security, Department of Agriculture, and the Department of Addison Ray makeup tutorials.

The DOT. The old DOT-T, Department of Demel. So, Jack, what's the takeaway for our buddies over TikTok? The fear about TikTok is that it's a Trojan horse. Besties, the real concern about TikTok is that China could subtly spread propaganda that harms the United States. Because a majority of U.S. phones are already viewing TikTok for hours a day. So just imagine if China wanted to influence American opinions, they could do so pretty subtly wielding TikTok. China could run a covert operation.

Right. But using algorithms, not secret agents. Now, they wouldn't flash Chinese propaganda videos on everyone's screen. That'd be way too obvious. They wouldn't do that. Way too obvious. Instead, they would salt and pepper our TikTok feeds with divisive content here, misinformation there. And since the algorithm is so customized for each of us, they could target voters here, but not journalists over there.

And it could all happen without us really knowing that it's happening. TikTok is already a Trojan horse downloaded on all our phones. The threat is what could sneak in with it. Now a word about our sponsor, Robin Hood. A lot of Yetis don't realize how much prep work goes into this pod. We spend hours every morning jumping in T-boy style to earnings reports, CEO tweets, breaking news, heavily. Yeah, Jack and I are toggling tabs like you toggled IM Convo's in 2004. Having eight tabs open can be stressful.

You don't need that, especially when invest. Robin Hood offers it all in one app. Whether you want to trade options, ETFs, or stocks through Robin Hood Financial, or you want to buy some Bitcoin on Robin Hood Crypto. You can do it all on the Robin Hood. If you're not investing in Robin Hood yet, to get started, go to Robinhood.com slash T-Boy and choose your free stock. That's robinood.com slash T-B-L-Y.

Limitations apply. Robin Hood Financial LLC, member SIPC, all investments involve for it. By the way, this podcast is not owned or part of Robin Hood. We are not employees of Robin Hood. For our third and final story of this T-boy, Harley-Davidson has officially spun off its electric motorcycle division. It's called Live Wire. And it's the first ever electric hog stock.

All right, Jack, you know how you know if people love your brand. You don't need a survey. I'll tell you that. You don't need a survey. Yeah. They tattoo it on a bicep. That's how you know. Harley Davidson knows they have loyal customers because they branded themselves.

It says mom and then it's got a picture of a chassis. But Harley, the historic Wisconsin-based motorcycle company, 10 years ago they created the first ever electric motorcycle. Yeah. And they named their first ever electric motorcycle Livewire. It was a different brand. They didn't want to confuse electric motorcycles with the big Burley Harleys. They're a little insecure about that.

But today, they are now letting that electric motorcycle brand ride free off into the sunset. They spun off LiveWire from Harley into its own publicly traded separate company with its own stock. Yeah. Does that mean what I think it means? Yeah, it does. The first ever Pure Play electric motorcycle stock is Livewire. It is, and it's worth $1.8 billion just started trading yesterday. Now, they sell two key products, an adult electric motorcycle for about $20,000.

It looks Harley-ish, but it makes an electric purr, not allowed, yeah. And then they also sell electric mountain bike things for kids. This has wilder gift potential on it in like three years, Jack. Well, it's $3,000, so we'll ask the podfather to buy that one. It's a little ripper electric mountain bike for up to $3,000. But Nick and I looked at Livewire, and we were generally stumped on one big question about its business. This is what we couldn't figure out because it may be the most important question of the most. Who's going to buy an electric motorcycle? How is the what? What is the,

who is their customer? So here's what we did. We looked at who buys regular motorcycles. So we jumped in T-boy style. And according to 2019 research, the typical American motorcycle rider is 50 years old. And they're about 80% now and 80% of them don't have a college degree. Which begs the question from us, Is that who Livewire is going after? Are they going after the same blue-collar boomer dad that Harley's going after? Are they looking at your Uncle Gregory? Because I don't think your Uncle Gregory is looking at them. I don't think that's a good move.

And it turns out, no, LiveWire is going after the exact opposite type of customer that Harley's going after. It is literally the opposite. Slide 13 of their investor presentation, LiveWire says they are targeting several years younger. And then they also say that they're going after early adopters who respond well to education. which sounds different than the Harley Company. In fact, they're targeting people who absolutely never have had, will have, or have any interest in a Harley Eagle tattoo.

They're targeting like millennials in Gen Z who have a latte art temporary tattoo. They're targeting millennials who put a Lisa Frank on their leg at the age of 32. So Jack, what's the takeaway for our unicorn buddies over at LiveWire? This isn't a shallow waters situation. This is a blue ocean opportunity. New market, new customer, new product. Besties, everything about LiveWire's future is unknown. It's like a blue ocean. It is deep. It is vast. It is uncertain.

Blue ocean opportunities are the rare occasions of an entirely brand new market. Different than shallow waters. Shallow waters, you can like see the predators lurking. You can see how many fish are out there to catch. Totally. Well, a blue ocean, it's different. The opportunity is fast and it is deep. The Blue Ocean for that reason is a major risk too. It is. Because you're all alone out there. The threats are unknown. Who knows how you're gonna do? Well, LiveWire, they plan to sell

only a thousand electric motorcycles this year. It's a brand new market. But it's on a voyage into a blue ocean opportunity. Jack, can you in the department of TikTok whip up the takeaways for us over there? Domino's pizza has proven that pizza fatigue does not exist. Pizza always trends. For a second story, to continue operating in the U.S., TikTok must follow three conditions. Because TikTok could become a Chinese Trojan horse.

And our third and final story, Harley Davidson just kicked live while. out onto its own into the stock wire. Young Live Wire, it has itself a blue ocean opportunity. Now, time for the best fact yet. This one sent in by Martino Pietropoli over in Italy. All right, Lamborghini. It's one of the finest luxury vehicles in the whole world. But founder for Riccio Lamborghini had an idea,

a marketing hack, when Lamborghini launched its first luxury car. He was so focused on customer satisfaction that if a customer's car broke down, he would fly a mechanic to you to fix it. Like if your Lambo hit a rock in France, they would fly out a mechanic from Italy that day to Paris. If your chassis got dinged up in Spain, they would fly someone out in the morning to fix it that same day.

It was Lamborghini's idea of the ultimate luxury advertisement. Get this, Nick. The mechanic apologized for the issue, fixed it, and then they sent you another apology card saying, I'm sorry you had this issue. Hand written. Hand written. Yeties, if a car mechanic takes a flight from Milan to fix your chassis out in Sweden,

you're going to tell people. You're going to tell people. And that's why it was a brilliant marketing hack. Ultimate customer satisfaction. Kind of expensive. It was costly. They could have run a TV ad. Yeties, you look fantastic today.

And if you find seven minutes after we're done whipping up the takeaways, we would love if you'd fill out our survey. The link to the survey is right in the description. of this episode. Because Jack and I only care about two things. And one of them is you. The other is chances. Nick and I, we'll see you tomorrow. And before we go, Yeti

Sean Bob just adopted a dog down in San Mateo. Oh, he's a good boy. And Spencer Blair passed their series 65. Not an easy test. No, and Nies Chal Se just moved to Chicago for a new job over Tesla. An happy three-year anniversary

to Ahmed and Mahia in the Bay Area. And Cash and Eshman just got a new job in auditing over in Oklahoma City. And happy birthday to Trevor, who's moving from Atlanta to California. Happy moving. Get that you haul. And a happy birthday to Hear Mehta, turning 28 in New York City, big party downtown. And happy birthday to Mrs. Tiagi in Jaipur, India.

And Verdi Atienza's turning 41 in Chesapeake, Virginia. And happy 40th to Percent Pays in Denver, Colorado. And Titus Troy was just born to two legendary Yetis, Lucas and Aaron Troy, in lovely Hudson, Ohio. We saw a pick of this newborn. Yeah. It's a pod sign if I've ever seen one. That's a golden bassinet. And to anyone else celebrating something today, make it a T-boy.

Celebrate the wins. This is Jack. Nick and I both own stock of Robin Hood. Now a word about our sponsor, Robin Hood. A lot of you listen to our show while you're driving. Two hands on the wheel. Keep it 10 and 2. You might be cruising Chris, no rush.

Stay in the right lane. Or you might be dolling from Duncan, dotting from lane to lane. And there are different drivers on the road. They're different investors too. Maybe you're cruising down the long-term lane with stock investing, or maybe you're a more advanced full-speed trader. Well, the Robin Hood app helps put you in the driver's seat wherever you're at in your investing journey. If you're not investing on Robin Hood yet, to get started, go to robinood.com slash T-Boy and choose your free stock.

That's Robinhood.com slash T-B-O-Y. Limitations apply. Robin Hood Financial LLC, member SIPC, all investments involve risk. By the way, this podcast is not owned by or part of Robin Hood, and we are not employees Robin Hood. Doing logistics. You take this next one. You got to take this next one.

I was wondering how long you let me just be like the backseat guy. It just reminded me at my wedding when Tim didn't give a speech. It was the only person not to give a speech. But it was like the hype guy. Every time someone got up, he was like this. It's just kind of like the hype guy. You're like, you're like, another birthday. Thanks,