Consume Your Own Tech Investing

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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
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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
Disney 2.0: Iger to Reclaim the Magic?
Remaining Performance Obligation: An Important Metric to Watch
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
Stuck with an Investment?
Zen and the Art of Motorcycle Maintenance discusses "Stuckness" together with "Quality". By Benjamin Tan
What is Quality?
Does "Quality" of management, earnings, and products give rise to a "Quality" investment? By Benjamin Tan
Zoominfo: Double Whammy
A tech company dependent on other tech companies for growth. By Benjamin Tan
Watching Q2 Earnings Season
Paying attention to Tesla and Disney, among others, this quarter. By Benjamin Tan
Looking for the Next Amazon – Why Bother?
Diving into possible motivations when investors take off-beaten paths. 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" without copying others. Author is a seasoned investor, ex-ibanker, and grad student in clinical mental health.
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Overthinking Everything
Overthinking Everything
David R. MacIver
Palantir Bullets
Palantir Bullets
Arny Trezzi
Is My Kid the Asshole?
Is My Kid the Asshole?
Melinda Wenner Moyer
Leveling Up
Leveling Up
Jimmy Stone
Investment Talk
Investment Talk
Conor Mac

Consume Your Own Tech Investing

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