Consume Your Own Tech Investing
BT Capital Agency LLCCovering 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.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 77 | Subscribers | Read | consumeyourowntechinvesting.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
REPOST (Spotify): Emerging Public Companies: Next Amazons (Part Four of Four)
Below is a repost of my first Spotify () article I wrote in 2022. With the release of Q3 2023 results, this streaming giant is heading toward sustained profitability and a year-end subscriber base of 600 million.
Tesla: Key Broker Takes on Q3 Production and Deliveries
Tesla produced over 430,000 vehicles and delivered over 435,000 cars in Q3 2023. Numbers came in lower than expected, despite advanced notice from management on the planned factory downtimes, mainly due to the Model 3 refresh during Q3.
Disney: In the Midst of Reorganization
Recent rumors of Disney () selling a chunk of its linear assets have generated a flurry of new headlines as the 100-year-old company continues reorganizing its cost structure, DTC strategy, and leadership.
Salesforce: A Story of Profit Inflection
When Q2 2024 results were released on August 30, there were no surprises on topline growth or guidance. Revenue for the quarter grew by 11%, and for FY 2024, Salesforce () barely raised its outlook—it still expects full-year growth to land ...
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Authors
The writers behind this newsletter.
Benjamin Tan combines his growing expertise in clinical psychology (via his graduate program in mental health at Mercer Uni) with 14 yrs of investment banking/buy-side experience (Credit Suisse, UBS, Oaktree) to write about investing behaviors.
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