Consume Your Own Tech Investing

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"Inside Tesla" is an exhibition in Los Angeles that provides a comprehensive look back at what Tesla has accomplished since unveiling the Roadster in 2006. By Benjamin Tan
Nothing like a bear market to prompt some reevaluation of portfolio exposures. By Benjamin Tan
It is not just about "Beating the Street" because individual motivations can vary significantly. By Benjamin Tan
Current market sentiment is reminiscent of 2018/2019, when everything seemed to be going pear-shaped. By Benjamin Tan

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Pivoting a 100-year-old conglomerate towards a DTC-centric model has proven challenging (and costly). Will Iger make a difference? How much might Disney…
A map of 9 interconnected personality types that highlights our strengths and limitations. By Benjamin Tan
Q3 2023 results overshadowed by multiple management changes and macro conditions. By Benjamin Tan
Most software companies report remaining performance obligation, which is a nuanced backlog indicator to appreciate. But is it predictive? By Benjamin…
Non-cash employee payments are added back to operating income to showcase profitability - why is that? By Benjamin Tan
Investors want to see real earnings, not projected or adjusted profits. And definitely not losses anymore. By Benjamin Tan
Heightened skepticism amid declining macro outlook is compounding the free fall of next-generation companies in the stock market. By Benjamin Tan
But they can be volatile and promiscuous too. By Benjamin Tan
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Consume Your Own Tech Investing

“Consume Your Own Tech Investing” is a weekly investing blog covering consumer and technology stocks. The name is inspired by the saying “Eat Your Own Dog Food” and also alludes to the Peter Lynch approach of investing in what you know.
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