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…
Balance sheet exposure to auto-lending has overtaken the narrative – unfairly so
Q3 2023 results overshadowed by multiple management changes and macro conditions. By Benjamin Tan
Current market sentiment is reminiscent of 2018/2019, when everything seemed to be going pear-shaped. By Benjamin Tan
Portfolio rebalancing is hard, especially during volatile times
"Inside Tesla" is an exhibition in Los Angeles that provides a comprehensive look back at what Tesla has accomplished since unveiling the Roadster in…
We are not all born to be Warren Buffett or Catherine Wood
Non-cash employee payments are added back to operating income to showcase profitability - why is that? By Benjamin Tan
Most software companies report remaining performance obligation, which is a nuanced backlog indicator to appreciate. But is it predictive? By Benjamin…
It is not just about "Beating the Street" because individual motivations can vary significantly. By Benjamin Tan
Nothing like a bear market to prompt some reevaluation of portfolio exposures. By Benjamin Tan
Core CPaaS is strong, but Flex, Frontline, Segment and Engage will depend on new selling motion