Opendoor
-
How Tesla and Opendoor Leverage Investor Narratives

In the world of asymmetric investing, numbers only tell half the story. The other half — often the more decisive one — is narrative. The way a company frames its mission, sells its vision, and captures imagination frequently dictates how capital flows. Fundamentals matter, but it’s narrative that determines whether the market front-runs the dream Continue reading
-
Lessons from WeWork’s Downfall: AI-Driven Futures

In the world of “future unicorns,” history loves to rhyme. Remember WeWork, once a $47 billion darling? Today it’s a shadow of itself — bankrupt, restructured, and marginalized. Now, new stars like CoreWeave are climbing fast, supplying AI datacenters and GPUs for the gold rush. Their story feels eerily familiar. But will they fall into Continue reading
