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Consume Your Own Tech Investing

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Sector Tech
Content Type Analysis
Website Substack
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The Rise and Fall of the Great Powers: Revisiting S&P 500 Performance

Dec. 3, 2024, 12:31 p.m.

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Reflections on a Year of Change: Family, Startup, Portfolio Changes, and a New Book

Nov. 5, 2024, 12:35 p.m.

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REPOST (Spotify): Emerging Public Companies: Next Amazons (Part Four of Four)

Oct. 24, 2023, 12:10 p.m.

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Tesla: Key Broker Takes on Q3 Production and Deliveries: Expectations were already lowered but actuals still disappointed. By Benjamin Tan

Oct. 3, 2023, 3:12 p.m.

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Disney: In the Midst of Reorganization: Monetization of linear assets serving multiple purposes. By Benjamin Tan

Sept. 19, 2023, 1:30 p.m.

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Salesforce: A Story of Profit Inflection: Continuing focus on margin expansion to rerate stock price. By Benjamin Tan

Sept. 5, 2023, 2:22 p.m.

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'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

Aug. 22, 2023, 2 p.m.

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Stuck with an Investment?: Zen and the Art of Motorcycle Maintenance discusses "Stuckness" together with "Quality". By Benjamin Tan

Aug. 15, 2023, 1:30 p.m.

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What is Quality?: Does "Quality" of management, earnings, and products give rise to a "Quality" investment? By Benjamin Tan

Aug. 8, 2023, 1:34 p.m.

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Zoominfo: Double Whammy: A tech company dependent on other tech companies for growth. By Benjamin Tan

Aug. 1, 2023, 1:40 p.m.

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Watching Q2 Earnings Season: Paying attention to Tesla and Disney, among others, this quarter. By Benjamin Tan

July 18, 2023, 11:01 a.m.

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Looking for the Next Amazon – Why Bother?: Diving into possible motivations when investors take off-beaten paths. By Benjamin Tan

July 11, 2023, 10:27 a.m.

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2nd Tesla: Added One to Q2 23 Deliveries: Model 3 purchase also came with a few surprises. By Benjamin Tan

June 27, 2023, 11:31 a.m.

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Podcast Interview: On Psychology and Investing: Check out my interview on The Investing for Beginners Podcast.

June 20, 2023, 3:33 p.m.

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Enneagram x Stock Picking (Part IX): Type Nine Peacemakers: Type Nines are intuitive and easygoing, but not all pushovers. By Benjamin Tan

June 13, 2023, 11:21 a.m.

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Salesforce: A New Era?: Q1 2024 results were as expected, but its continuing focus on margins and shareholder return marks a new phase for the company. By Benjamin Tan

June 6, 2023, 12:29 p.m.

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Enneagram x Stock Picking (Part VIII): Type Eights: Alpha returns for the alphas. By Benjamin Tan

May 16, 2023, 11:36 a.m.

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Disney: Q2 2023 Results Coming: What to expect from this 100-year-old company? By Benjamin Tan

May 9, 2023, 11:47 a.m.

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Rivian: R1S Test Drive: Some kinks aside, the R1S is a great electric SUV. By Benjamin Tan

May 2, 2023, 11:52 a.m.

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Enneagram x Stock Picking (Part VII): Type Seven Enthusiasts: Investing in a world to come. By Benjamin Tan

April 25, 2023, 11:12 a.m.

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Amazon: 2022 Shareholder Letter: Beyond cost-cutting, Amazon is also framing its future as a growth-oriented company. By Benjamin Tan

April 18, 2023, 11:59 a.m.

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Enneagram x Stock Picking (Part VI): Type Six Skeptics: Healthy skepticism versus pessimism - it is a fine line. By Benjamin Tan

April 11, 2023, 11:23 a.m.

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Tesla: Q1 2023 Deliveries: What to make of the 422,875 cars delivered? By Benjamin Tan

April 4, 2023, 2:30 p.m.

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Enneagram Investing + Personality Quiz: Building a website and a personality quiz from scratch all within a week. By Benjamin Tan

March 28, 2023, 11:27 a.m.

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Enneagram x Stock Picking (Part V): Type Five Investors inside their Heads: Though intellect is important on the investing journey, it can also backfire. By Benjamin Tan

March 21, 2023, 1 p.m.

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