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Enneagram x Stock Picking (Part IV): Type Four Investors and their Emotions
Are emotions - embodied by Type Fours - necessarily bad when it comes to personal investing? By Benjamin Tan
Mar 7, 2023
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Block: Addressing the Twin Elephants in the Room
Hypergrowth aside, Block is taking a lead among tech companies to confront GAAP profitability (Elephant #1) and stock-based compensation (Elephant #2…
Feb 28, 2023
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Escape Velocity: When will High Growers Cross the Chasm?
How do we know when a next generation company has become a staple enterprise like Oracle, Amazon, 3M, and Nike? By Benjamin Tan
Mar 14, 2023
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A Tesla Retrospective at Petersen Automotive
"Inside Tesla" is an exhibition in Los Angeles that provides a comprehensive look back at what Tesla has accomplished since unveiling the Roadster in…
Jan 24, 2023
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Remaining Performance Obligation: An Important Metric to Watch
Most software companies report remaining performance obligation, which is a nuanced backlog indicator to appreciate. But is it predictive? By Benjamin…
Nov 29, 2022
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Disney 2.0: Iger to Reclaim the Magic?
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…
Dec 14, 2022
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Upstart: An Automated Loan Division, Front to Back
Balance sheet exposure to auto-lending has overtaken the narrative – unfairly so
May 31, 2022
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Salesforce: A Story of Profit Inflection
Continuing focus on margin expansion to rerate stock price. By Benjamin Tan
Sep 5, 2023
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The Trade Desk’s Existential Crossroads
Kokai advances TTD’s execution, but the growth story now meets reality. By Benjamin Tan
Nov 3, 2025
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Rivian: R1S Test Drive
Some kinks aside, the R1S is a great electric SUV. By Benjamin Tan
May 2, 2023
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Tesla: Already Toast, or Still the Toast of Automotive Future?
Current market sentiment is reminiscent of 2018/2019, when everything seemed to be going pear-shaped. By Benjamin Tan
Jan 10, 2023
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Looking for the Next Amazon – Why Bother?
Diving into possible motivations when investors take off-beaten paths. By Benjamin Tan
Jul 11, 2023
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