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It is not just about "Beating the Street" because individual motivations can vary significantly. By Benjamin Tan
"Inside Tesla" is an exhibition in Los Angeles that provides a comprehensive look back at what Tesla has accomplished since unveiling the Roadster in…
Nothing like a bear market to prompt some reevaluation of portfolio exposures. By Benjamin Tan
Current market sentiment is reminiscent of 2018/2019, when everything seemed to be going pear-shaped. By Benjamin Tan

December 2022

Pivoting a 100-year-old conglomerate towards a DTC-centric model has proven challenging (and costly). Will Iger make a difference? How much might Disney…
A map of 9 interconnected personality types that highlights our strengths and limitations. By Benjamin Tan
Q3 2023 results overshadowed by multiple management changes and macro conditions. By Benjamin Tan

November 2022

Most software companies report remaining performance obligation, which is a nuanced backlog indicator to appreciate. But is it predictive? By Benjamin…
Non-cash employee payments are added back to operating income to showcase profitability - why is that? By Benjamin Tan
Investors want to see real earnings, not projected or adjusted profits. And definitely not losses anymore. By Benjamin Tan
Heightened skepticism amid declining macro outlook is compounding the free fall of next-generation companies in the stock market. By Benjamin Tan
But they can be volatile and promiscuous too. By Benjamin Tan
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