To The Moon

1. $Hims & Hers Health Inc.(HIMS)$ Volatility is the price we pay for market-beating returns. We're seeing the downside of that volatility today, but the long-term fundamental trends in revenue and margins are exactly what we want to see. 2. $Tesla Motors(TSLA)$ These charts are telling. 1. Tesla's operating profit is collapsing. 2. Analysts (and investors) continue to over-estimate the company's revenue growth...which is now negative. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Account Now Supports

$General Motors(GM)$ CEO Mary Barra is the best CEO in the auto business. This shouldn’t be a controversial statement. Strategically, operationally, and politically (important these days) she’s knocking it out of the park. Investors in $Tesla Motors(TSLA)$ and $Rivian Automotive, Inc.(RIVN)$ should pay attention to this detail. The elimination of regulatory credits is going to be a small tailwind for Detroit given their size, but a HUGE headwind for Tesla and Rivian because it’s 100% margin. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

I’m going to use $Hims & Hers Health Inc.(HIMS)$ as a bit of a stand-in for the volatility we often see with growth companies. But the same could be said about $Duolingo, Inc.(DUOL)$ $Ondas Holdings Inc.(ONDS)$ $Robinhood(HOOD)$, and many more.When companies are growing quickly, there can be wild variations in a stock price as investors adjust their expectations up or down. Long-term, the ride seems smooth, but short-term, the difference between a few percentage points in growth here and there can seem enormous and cause huge reactions in a stock.$Amazon.com(AMZN)$ has compo

What if a ride were always available within 60 seconds of when you need it? What if that ride was clean, warm, played your music, and cost just $1 per mile? In 2026, we’re moving closer to that reality with autonomous vehicles. Waymo is operating in 6 cities and is quickly increasing its fleet, Zoox has launched fully autonomous vehicles in Las Vegas, $Tesla Motors(TSLA)$ a’s robotaxis are now operating without a driver (there is a chase vehicle), and companies like WeRide, $Volkswagen AG(VLKAY)$ (via Mobileye), $Baidu(BIDU)$ , and more are planning to remove safety drivers this year. I continue to believe this is one of the biggest opportunities for investors t

16 of the Top 25 grossing films ALL TIME have come from Disney $Walt Disney(DIS)$ (including Spider-Man). 6 of those films were released in the last 5 years! And you thought Disney studios were dead? What studio would you rather own? IMO, portfolio diversification is more about psychology than math. If you own <5 stocks, it's easy to be emotionally attached to them, which clouds your judgment. If you own 20-30 stocks, it reduces emotional dependence and gives a wider view of the investing world. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs. 🎉Cash Boost Acco

Why Garmin Should Buy PelotonExpanding Garmin $Garmin(GRMN)$ 's ecosystem of hardware with fitness content $Peloton Interactive, Inc.(PTON)$ makes a lot of sense.Garmin + PelotonOne of the key reasons I think Garmin has asymmetric potential long-term is that it’s a key piece of hardware in tracking health and fitness, with the potential to add incremental recurring revenue streams from connectivity and health & fitness analysis and content.It’s a classic marriage of hardware and software.I think it’s time the company expands more aggressively into the fitness content side by buying a subscription-based business with 2.7 million paying premium members.Peloton Needs ScaleLongtime subscribers will rememb

A year ago, if you wrote something nice about $Alphabet(GOOG)$ $Alphabet(GOOGL)$ , someone would respond with something like, “They’re cooked. Ever heard of ChatGPT?”The sentiment around Alphabet CEO Sundar Pichai was about as bad as it could get. He didn’t know how to innovate. Google was terrible at making new products. A “woke” culture couldn’t win in AI (see early Gemini images). Today, Google seems inevitable. And I’m struck by how simple the answer was and continues to be as an investor. Buy Alphabets stock and just hang on for the ride! The History of DisruptionThe negative sentiment around Google was always about disruption. ChatGPT was first to “figure out” the AI chatbot, and that would disrupt

I didn't understand $Netflix(NFLX)$ 10 years ago, but I learned lessons from that mistake.1. Users > Profits: In a digital business, it's critical to reach scale. Profits don't matter on the path to scale.2. Delay Taking Price: Margins are low? Who cares! See #1.3. Suppliers eventually have to bend the knee to the one who owns demand.You don't say, "I'm going to watch Sony's K-Pop tonight." You say, "I'm going to watch Netflix." Demand matters above all else. Owning the customer is the ultimate goal. The companies we CHOOSE to interact with are the ultimate winners on the market. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs

There were some big movers early in 2026, but overall, the market has been pretty quiet. This week, earnings season starts, so it’s likely we’ll get more fireworks soon.Let’s just go through a few examples of how consequences could be far from what the original intent is.Capping Credit Card Rates at 10%IntentLower interest rates for those who struggle most to pay their bills.Unintended ConsequenceCredit won’t be offered to those same borrowers in the first place.They’ll then spend less overall because they don’t have access to funds.Note: Maybe this will be a good thing long-term?!?Cash back and points rewards will be worse for lower-risk borrowers.More people will use BNPL and payday loans.Banks (not the credit card companies) determine who gets a card, what their limits are, what the rat

1. $Hims & Hers Health Inc.(HIMS)$ I'm going to do some $HIMS content this week, but this is a reminder that long-term disruptive companies are NEVER a straight line higher.This is Netflix's revenue growth rate over 20 years. It was a wild roller coaster! 2. $Netflix(NFLX)$ V $Warner Bros. Discovery(WBD)$ I REALLY want to like $NFLX here, but I don't love the stagnant market share for ~3 years at this point.This should be a golden age for Netflix's share gains, and instead, they're forced into (IMO) a defensive acquisition of $WBD at an insane price.There's value at some point, but not yet. For SG users only, Welcome to open a CBA today and enjoy access to a t