Blindfolio Articles

Guides, market eras and company stories

Explore how Blindfolio works, which market periods can appear in a round, and why familiar companies feel different when their names are hidden.

Start with the basics

Short explainers on blind investing, portfolio building, S&P 500 comparison and learning finance through play.

Market eras

Bubbles, crashes, inflation and recoveries you can play through without seeing the date or label in advance.

Classroom and student use

Materials for lessons and self-practice: decide blind first, then discuss the reveal and the market context.

Company case studies

Famous winners, failures and debated cases from the catalog. Each story focuses on what an investor could see before the ending.

AAPL
Apple Inc.

Apple is a test of product cycles, margins and patience: the later winner did not look obvious during every drawdown. Play the blind investing scenario without the company name or final outcome.

MSFT
Microsoft Corporation

Microsoft is about recognizing a business that can reinvent itself without losing the enterprise customers that pay the bills. Play the blind investing scenario without the company name or final outcome.

AMZN
Amazon.com Inc.

Amazon asks whether you can accept thin near-term profits when reinvestment is building logistics, marketplace scale and cloud infrastructure. Play the blind investing scenario without the company name or final outcome.

GOOGL
Alphabet Inc. (Google) Class A

Google is a study in judging a cash-generating search business while new bets, regulation and advertising cycles blur the simple story. Play the blind investing scenario without the company name or final outcome.

META
Meta Platforms Inc. (Facebook)

Meta tests whether you can look through sentiment swings and still weigh the strength, risk and cost of a giant social platform. Play the blind investing scenario without the company name or final outcome.

NVDA
NVIDIA Corporation

Nvidia turns the round into a question about chip cycles, demand waves and how quickly a strong narrative can become a crowded trade. Play the blind investing scenario without the company name or final outcome.

TSLA
Tesla Inc.

Tesla is less a straight car-stock puzzle and more a test of execution, financing cycles, belief and position sizing. Play the blind investing scenario without the company name or final outcome.

NFLX
Netflix Inc.

Netflix is a clean way to test whether a platform transition is real before the market agrees on the final streaming story. Play the blind investing scenario without the company name or final outcome.

AMD
Advanced Micro Devices

AMD is a comeback case: cyclicality, product execution and market share shifts matter more than the name on the chart. Play the blind investing scenario without the company name or final outcome.

INTC
Intel Corporation

Intel asks whether an old leader is temporarily out of rhythm or facing a deeper structural loss of advantage. Play the blind investing scenario without the company name or final outcome.

IBM
International Business Machines

IBM is about slow reinvention, sticky enterprise relationships and the patience required when a famous company stops feeling exciting. Play the blind investing scenario without the company name or final outcome.

ORCL
Oracle Corporation

Oracle rewards attention to recurring database revenue, disciplined capital allocation and the less glamorous side of software durability. Play the blind investing scenario without the company name or final outcome.

CSCO
Cisco Systems

Cisco is a classic valuation lesson: a real infrastructure leader can still disappoint if the starting expectations are too high. Play the blind investing scenario without the company name or final outcome.

ADBE
Adobe Inc.

Adobe asks whether a creative-software moat can survive a business-model shift and still deserve a premium price. Play the blind investing scenario without the company name or final outcome.

CRM
Salesforce Inc.

Salesforce is a SaaS discipline test: growth looks powerful, but the round forces you to care about profitability and dilution too. Play the blind investing scenario without the company name or final outcome.

PYPL
PayPal Holdings

PayPal turns payments into a competition question: network effects matter, but so do fees, rivals and changing checkout habits. Play the blind investing scenario without the company name or final outcome.

SHOP
Shopify Inc.

Shopify is a merchant-growth story where valuation can run faster than the operating proof, especially in a hot market. Play the blind investing scenario without the company name or final outcome.

UBER
Uber Technologies

Uber asks whether platform scale can eventually overcome regulation, incentives and the long wait for durable profits. Play the blind investing scenario without the company name or final outcome.

SNOW
Snowflake Inc.

Snowflake is a data-cloud growth case where the hardest part is separating real usage from a valuation that already assumes a lot. Play the blind investing scenario without the company name or final outcome.

PLTR
Palantir Technologies

Palantir tests how you weigh mission-critical software, government contracts, commercial expansion and a very opinionated market story. Play the blind investing scenario without the company name or final outcome.

MSTR
MicroStrategy / Strategy

MicroStrategy mixes an operating software business with a balance-sheet bet, so the stock is also a lesson in exposure you may not intend. Play the blind investing scenario without the company name or final outcome.

COIN
Coinbase Global

Coinbase is crypto infrastructure rather than a simple coin bet, but the economics still move with cycles, regulation and trading appetite. Play the blind investing scenario without the company name or final outcome.

ENRNQ
Enron Corporation

Enron is a trust case: polished growth, complexity and accounting confidence can hide the moment when the numbers stop deserving belief. Play the blind investing scenario without the company name or final outcome.

LEHMQ
Lehman Brothers Holdings

Lehman Brothers is about leverage and funding: the income statement may look alive while confidence in the balance sheet disappears. Play the blind investing scenario without the company name or final outcome.

WCOEQ
WorldCom

WorldCom shows how a telecom growth story can look huge until accounting quality and capital intensity become impossible to ignore. Play the blind investing scenario without the company name or final outcome.

BBBYQ
Bed Bath & Beyond

Bed Bath & Beyond is a retail-turnaround warning: brand familiarity cannot repair weak execution, leverage and fading customer relevance by itself. Play the blind investing scenario without the company name or final outcome.

EK
Eastman Kodak Company

Kodak is the uncomfortable brand lesson: knowing the product is not the same as owning the technology shift that replaces it. Play the blind investing scenario without the company name or final outcome.

IPET
Pets.com

Pets.com is a dot-com reminder that attention, mascots and a simple idea do not solve unit economics. Play the blind investing scenario without the company name or final outcome.

WBVN
Webvan

Webvan is the delivery dream before the math works: demand can be real while logistics and cash burn still break the plan. Play the blind investing scenario without the company name or final outcome.

BBI
Blockbuster Inc.

Blockbuster is a distribution-shift case: a famous retail footprint can become a burden when the way people consume media changes. Play the blind investing scenario without the company name or final outcome.

YHOO
Yahoo! Inc.

Yahoo is a lesson in early internet advantage: traffic and brand were powerful, but not every first mover keeps the profit pool. Play the blind investing scenario without the company name or final outcome.

BSC
Bear Stearns

Bear Stearns is a confidence test: in leveraged finance, market trust can disappear faster than the published numbers change. Play the blind investing scenario without the company name or final outcome.

WAMUQ
Washington Mutual

Washington Mutual shows how a deposit franchise and mortgage growth can feel safe until underwriting quality becomes the whole story. Play the blind investing scenario without the company name or final outcome.

HTZGQ
Hertz Global Holdings (pre-2020)

Hertz is a debt-and-cycle case: travel demand matters, but the balance sheet decides how much pain the company can absorb. Play the blind investing scenario without the company name or final outcome.

WEWKQ
WeWork Inc.

WeWork asks whether a growth narrative can survive lease obligations, governance questions and the economics of physical space. Play the blind investing scenario without the company name or final outcome.

GM
General Motors

General Motors is an industrial-cycle case where scale, pensions, restructuring and technology shifts all compete for attention. Play the blind investing scenario without the company name or final outcome.

F
Ford Motor Company

Ford makes you weigh brand strength and truck profits against cyclicality, debt and the cost of changing an old manufacturer. Play the blind investing scenario without the company name or final outcome.

XOM
Exxon Mobil Corporation

Exxon is a commodity-cycle lesson: the business can be excellent and still depend heavily on price, capital discipline and timing. Play the blind investing scenario without the company name or final outcome.

JPM
JPMorgan Chase & Co.

JPMorgan is a bank-quality case: risk management, deposits and cycle control matter more than a single quarter of earnings. Play the blind investing scenario without the company name or final outcome.

BAC
Bank of America

Bank of America is about rebuilding after stress, where rates, credit quality and investor memory all shape the decision. Play the blind investing scenario without the company name or final outcome.

C
Citigroup Inc.

Citigroup is a complexity lesson: a global bank may look cheap for years if the structure remains hard to fix. Play the blind investing scenario without the company name or final outcome.

BRK-B
Berkshire Hathaway Class B

Berkshire Hathaway is a capital-allocation puzzle: insurance float, patience and discipline matter more than a flashy product cycle. Play the blind investing scenario without the company name or final outcome.

WMT
Walmart Inc.

Walmart tests respect for scale: low margins can still produce a formidable business when execution and supply chains compound. Play the blind investing scenario without the company name or final outcome.

COST
Costco Wholesale

Costco is a membership-model case where loyalty, inventory discipline and trust can matter more than headline retail margins. Play the blind investing scenario without the company name or final outcome.

DIS
The Walt Disney Company

Disney combines brands, parks and media transitions, so the round is about separating durable IP from changing distribution economics. Play the blind investing scenario without the company name or final outcome.

MCD
McDonald's Corporation

McDonald's is a franchise-quality lesson: consistency, real estate and operating discipline can be more important than menu excitement. Play the blind investing scenario without the company name or final outcome.

KO
The Coca-Cola Company

Coca-Cola is a brand-and-distribution case where slow compounding can be easy to underrate when nothing looks dramatic. Play the blind investing scenario without the company name or final outcome.

PEP
PepsiCo Inc.

PepsiCo is about defensive breadth: snacks, beverages and distribution can smooth a business that rarely looks like a market darling. Play the blind investing scenario without the company name or final outcome.

JNJ
Johnson & Johnson

Johnson & Johnson asks how much credit you give to healthcare diversification when litigation, regulation and trust sit in the background. Play the blind investing scenario without the company name or final outcome.

PFE
Pfizer Inc.

Pfizer is a pipeline-and-patent case: one product wave can matter, but durable value depends on what follows it. Play the blind investing scenario without the company name or final outcome.

MRNA
Moderna Inc.

Moderna is a platform-biotech test: the market may price a breakthrough quickly, while the next proof still has to arrive. Play the blind investing scenario without the company name or final outcome.

GME
GameStop Corp.

GameStop separates market mechanics from business reality: flows, squeezes and online attention can move faster than fundamentals. Play the blind investing scenario without the company name or final outcome.

AMC
AMC Entertainment Holdings

AMC is a recovery-and-debt case where audience enthusiasm, reopening hopes and balance-sheet pressure all collide. Play the blind investing scenario without the company name or final outcome.

BYND
Beyond Meat

Beyond Meat asks whether a food trend can become a profitable habit before competition and margins rewrite the story. Play the blind investing scenario without the company name or final outcome.

PTON
Peloton Interactive

Peloton is a demand-normalization lesson: a passionate user base does not automatically make pandemic-level growth permanent. Play the blind investing scenario without the company name or final outcome.

ZM
Zoom Video Communications

Zoom tests whether an indispensable tool during one market moment can keep the same growth once behavior normalizes. Play the blind investing scenario without the company name or final outcome.

Blindfolio Articles — Guides, Market Eras and Company Stories | Blindfolio