Manny breaks down weak signals: what they are, where to find them (Reddit/Discord, trade mags, field notes), and how to score, steelman, and test them. We open on Starbucks (900+ corporate layoffs, 400+ store closures, $1B restructuring under new CEO Brian Niccol with a ~$100M package): weak signal or just optimization? Then three case studies—women’s sports surge, EV charging (NACS), Retail Media Networks—plus classic misreads (Clubhouse, NFTs, Peloton), and a “blank-space team” playbook (Mission, Metrics, Management, Money, Moat).

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