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Founder of Tran Jafari Ventures. Sharing insights on careers, investing, property, and long-term thinking.
Nov 3, 2026
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13 min read
A share price is a headline. The business is the story.
Oct 19, 2026
12 min read
Tran Jafari Ventures | Economic Intelligence & Investment Research — October 2026 edition, reporting period 21 September – 16 October 2026. Focus: Australia, with global macro and market developments.
Oct 6, 2026
10 min read
The Strategic Pivot system for turning long-term ambition into evidence, direction and execution.
Sep 28, 2026
9 min read
Rates, oil and AI capex collide.
Macroeconomics
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Aug 31, 2026
2 min read
Central banks are still fighting inflation. Big Tech is behaving as though capital is abundant. That tension defined August.
Property Intelligence
+3
Aug 13, 2026
18 min read
A micro-market analysis of Western Sydney land values, dual-occupancy feasibility, and property cash flows.
Aug 8, 2026
3 min read
In construction, technical skill gets the work done, but communication often determines how smoothly the job runs.
5 min read
TEAM offers roughly 41% upside to our $140 target—but AI monetisation, Cloud migration and stock-based compensation will determine whether shareholders capture it.
Why good intentions are not enough in property management—and how clear systems protect tenants, owners and the property.
Aug 3, 2026
4 min read
The RBA decides on 11 August. Three numbers to check before then.
Founder Conversations
Jun 19, 2026
Benjamin Graham warned that investors are often their own worst enemy. June 2026 shows why the same lesson now applies to markets, property, and careers.
+1
Jun 18, 2026
On Benjamin Graham, inherited belief systems, and what two years of building taught me about the real cost of an unexamined life.
