Lord Stretch's Substack

Lord Stretch's Substack

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Public Company Reviews

The OpenAI ChatGPT Sol hacking revelation is not what you think it's about.
(Using Fred and Dave show how to turn an admission into free marketing material)
Jul 22 • Lord Stretch
JP Morgan Chase
(Full Dimensional Analysis)
Jun 30 • Lord Stretch
Salesforce
(A dimensional analysis of the company that taught us all "CRM".)
Jun 30 • Lord Stretch
Walmart Inc. - DFP Analysis
(Full dimensional analysis of the US's biggest retailer.)
Jun 30 • Lord Stretch
The SpaceX IPO, the best way to move from billionaire to millionaire.
(Recommendation to self: Do Not Buy - valuation is a lie.)
Jun 30 • Lord Stretch
Comcast / Xfinity
(A full dimensional analysis of the world's most ____ cable company.)
Jun 29 • Lord Stretch
The Walt Disney company
A dimensional forensic analysis.
May 4 • Lord Stretch
Oracle - Dimensional Company Analysis.
(For paid subscribers only)
Mar 31 • Lord Stretch
ARCC run down
(Ares Capital)
Mar 17 • Lord Stretch
Apple - 2026 + EPDB & EmpathOS
(A public company review, and civilizational 'vibe coding' examples for others to build.)
Feb 3 • Lord Stretch
META - Reviewed by a Legion
(No extra masculinity detected.)
Jan 29 • Lord Stretch
Gemini with a Legion takes on the Amazon layoffs
(Sure would be a waste to let all this fruit and veg just spoil. We should throw it all away.)
Jan 29 • Lord Stretch
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