Consume Your Own Tech Investing

Consume Your Own Tech Investing

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Life Time: A Small-Cap Bet on Stickiness, Scale, and Pricing Power
A wellness model with hard moat and meaningful white space. By Benjamin Tan.
Early Praise for Suit Yourself and a Moment of Gratitude
A few words from early readers—and what this journey has meant to me. By Benjamin Tan
Mid-Year Lessons from Project 350k
On pacing, personality, and portfolio missteps with my Traditional IRA account. By Benjamin Tan.
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Enneagram x Stock Picking (Part IV): Type Four Investors and their Emotions
1
Block: Addressing the Twin Elephants in the Room
Escape Velocity: When will High Growers Cross the Chasm?
11
A Tesla Retrospective at Petersen Automotive
Remaining Performance Obligation: An Important Metric to Watch
Disney 2.0: Iger to Reclaim the Magic?
Part 3 of 3: A 10-Year Project for My Traditional IRA account
The final part of the Project $350K series covering allocation plans for my Traditional IRA account. By Benjamin Tan.
The Book is Coming (and Why I Wrote it)
A deal with Köehler Books was signed in 2024 and the manuscript is now going through the works. By Benjamin Tan
Part 2 of 3: A 10-Year Project for My Traditional IRA account
This month, Part 2 of Project $350K elaborates on the quantitative criteria in assembling positions for my Traditional IRA account. By Benjamin Tan.
Part 1 of 3: A 10-Year Project for My Traditional IRA account
Though my Traditional IRA account has done well, it lacks a cohesive strategy. Project $350K will lend structure and clear goal posts as I take on…
The Rise and Fall of the Great Powers: Revisiting S&P 500 Performance
Often recommended as a must-read by Ray Dalio, the book charts the emergence of the US as a global superpower since WWII. Today, it still is.
Reflections on a Year of Change: Family, Startup, Portfolio Changes, and a New Book
After a whirlwind year, I am back to Substack and more. By Benjamin Tan
2
REPOST (Spotify): Emerging Public Companies: Next Amazons (Part Four of Four)
Spotify – An audio super aggregator in the making
Consume Your Own Tech Investing
Consume Your Own Tech Investing
Covering human psychology in investing, consumer, and tech sectors. It is also about managing a portfolio based on your "personality tech." The author is a seasoned investor/tech startup co-founder pursuing a grad degree in clinical mental health.
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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
TSOH Investment Research
Palantir Bullets
Palantir Bullets
Arny Trezzi
"From $100K to $1M" & More.
"From $100K to $1M" & More.
YZ
Money Buff
Money Buff
Sam Fargo
Overthinking Everything
Overthinking Everything
David R. MacIver

Consume Your Own Tech Investing

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