🥥 “Coco FOMO” — Vita Coco’s 5x IPO. Garmin’s Y2K watch. Dell’s backyard battery dude. +James Bond WFH
August 4, 2026
AI Summary
5 min readVita Coco, Backyard Batteries, and Garmin’s Comeback
The best-performing coconut water stock on earth is up 500% since its IPO — and the two biggest beverage companies in the world both got out of the category entirely. That contradiction drives the first of three stories in this episode, which also covers a Texas-sized home battery from Michael Dell’s son and Garmin’s unlikely return to all-time highs by leaning into Y2K design.
Vita Coco: The Fad That Wouldn’t Fade
Vita Coco’s founding story begins at a bar. Co-founders Michael Kirban and Ira Liran were hitting on two Brazilian women and asked what they missed most about Brazil. One answer — coconut water — became the seed of a business. Liran later moved to Rio, married the woman, and in 2004 launched Vita Coco with Kirban as an early mover in the American coconut water space. Their first 75,000-unit shipment was seized by U.S. Customs because nobody had registered it with the FDA.
The timing was right. During the 2010–2015 “coconut wars,” the plant-based generation embraced coconut water as the new Gatorade. Coca-Cola acquired Zico in 2013. Pepsi invested in ONE coconut water. Vita Coco didn’t sell out — instead, it partnered with Dr. Pepper for distribution and went public in 2021 as the only pure-play coconut water stock.
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What you'll learn
- 1 (00:40) **Vita Coco's 5x IPO** - The coconut water startup beat Coke and Pepsi and is now up 500% since its 2021 IPO.
- 2 (10:11) **Dell's Backyard Battery** - Michael Dell's son Zach raised $1 billion at a $13 billion valuation for Base, a Texas-sized home battery the size of a bear.
- 3 (17:00) **Garmin's Y2K Revival** - Garmin stock hit an all-time high after the iPhone killed its car GPS business, now thriving by selling retro fitness trackers to competitive runners.
- 4 (21:50) **Earnings Season Highlights** - Quick roundup of notable earnings and news moves.
- 5 (22:17) **Longest Flight Ever** - Qantas will launch a 22-hour nonstop from Sydney to London next year on an Airbus A350, featuring a "wellness zone" to combat the effects of ultra-long-haul travel.
- 6 (22:50) **Startup Tattoo Stunt Backfires** - A startup offered job interviews to anyone who got the company's logo tattooed at a networking event; seven people did, and the founder is now apologizing for taking advantage of desperate job seekers.
- 7 (23:11) **Listener Fact Correction** - A structural engineer corrects a previous fact about NYC scaffolding, explaining the difference between sidewalk sheds (pedestrian protection) and scaffolding (facade repair access), noting inspections use binoculars, drones, or rope access.
+ Full timestamped outline available in the app
Guests on this episode
Show Notes
Michael Dell’s son is selling bear-sized backyard batteries… for 95% cheaper than Elon’s.
How is Garmin beating the Apple Watch with run clubs?... By rocking Y2K little tech energy.
Vita Coco’s coconut water stock surged 400% since its IPO… because of peaks vs summits.
Plus, we got the secret work schedule of James Bond writer Ian Fleming… it’s a work-from-home productivity thriller.
$COCO $GRMN $DELL $NUT
Grab your Tickets to the IPO Tour: Our In-Person Offering
San Francisco 9/23: https://www.ticketmaster.com/event/1C0064AFB5F688BD
Boston 10/14: https://tickets.citywinery.com/event/tboy-the-ipo-tour-in-person-offering-8cdhup
Seattle 11/4 (21+): https://www.axs.com/events/1446394/the-best-one-yet-tickets
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