Consume Your Own Tech Investing

Consume Your Own Tech Investing

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Enneagram x Stock Picking (Part IV): Type Four Investors and their Emotions
Are emotions - embodied by Type Fours - necessarily bad when it comes to personal investing? By Benjamin Tan
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Block: Addressing the Twin Elephants in the Room
Hypergrowth aside, Block is taking a lead among tech companies to confront GAAP profitability (Elephant #1) and stock-based compensation (Elephant #2…
Escape Velocity: When will High Growers Cross the Chasm?
How do we know when a next generation company has become a staple enterprise like Oracle, Amazon, 3M, and Nike? By Benjamin Tan
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A Tesla Retrospective at Petersen Automotive
"Inside Tesla" is an exhibition in Los Angeles that provides a comprehensive look back at what Tesla has accomplished since unveiling the Roadster in…
Remaining Performance Obligation: An Important Metric to Watch
Most software companies report remaining performance obligation, which is a nuanced backlog indicator to appreciate. But is it predictive? By Benjamin…
Disney 2.0: Iger to Reclaim the Magic?
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…
Upstart: An Automated Loan Division, Front to Back
Balance sheet exposure to auto-lending has overtaken the narrative – unfairly so
Salesforce: A Story of Profit Inflection
Continuing focus on margin expansion to rerate stock price. By Benjamin Tan
Rivian: R1S Test Drive
Some kinks aside, the R1S is a great electric SUV. 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
Tesla: Already Toast, or Still the Toast of Automotive Future?
Current market sentiment is reminiscent of 2018/2019, when everything seemed to be going pear-shaped. By Benjamin Tan
Looking for the Next Amazon – Why Bother?
Diving into possible motivations when investors take off-beaten paths. By Benjamin Tan
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