Consume Your Own Tech Investing

Consume Your Own Tech Investing

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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…
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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?
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
Tesla: Key Broker Takes on Q3 Production and Deliveries
Expectations were already lowered but actuals still disappointed. By Benjamin Tan
Disney: In the Midst of Reorganization
Monetization of linear assets serving multiple purposes. By Benjamin Tan
Salesforce: A Story of Profit Inflection
Continuing focus on margin expansion to rerate stock price. By Benjamin Tan
'When There's Blood in the Streets, Buy Property?'
Famous saying by Baron Rothschild needs plenty of qualifications, especially in a post-Covid world. By Benjamin Tan
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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Now What
Now What
Melinda Wenner Moyer
The Transcript
The Transcript
The Transcript
TSOH Investment Research
TSOH Investment Research
TSOH Investment Research
Palantir Bullets
Palantir Bullets
Arny Trezzi
The Action Cookbook Newsletter
The Action Cookbook Newsletter
Scott Hines

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