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Dan Benton's Rules for Technology Stock Investing, 2026 Edition open.substack.com/pub/danben…
I did Dan Nathan’s podcast again to explain the new rules.
35 years after writing his original ‘20 Rules of Tech Investing’ at Goldman, @DanBenton is back with the 2026 version 🤖
We break down what still works, what broke, and how to play this AI cycle without blowing your portfolio up!
Apple: apple.co/4u3qOBD
Spotify: tinyurl.com/mskv5t5e
YouTube: youtu.be/ijtHKlDYvO0
Dan's SubStack: danbenton.substack.com
Dan Benton retweeted
Bernstein Hall will open this fall.
The Center for Arts, Creativity, and Innovation will be named in honor of the genealogical roots of lead donor, Dan Benton ’80, H’10, P’10.
bit.ly/3J4iyel
I did an @OkayComputerPod with @RiskReversal. Great chat. Have a listen… podcasts.apple.com/us/podcas…
Great fun. Thanks for having me on.
Thanks to my friend @DanBenton for joining me on @OkayComputerPod “Ain’t Bear Market Rallies a Bitch”.
Proud of my lifelong association with Colgate!
Colgate University broke ground, to celebrate the start of construction on the Benton Center for Creativity and Innovation, an anchor of the new Middle Campus, made possible through a $25 million gift from Daniel C. Benton ’80, H’10, P’10.
bit.ly/3fQbFCi
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Dan Benton retweeted
Colgate University broke ground, to celebrate the start of construction on the Benton Center for Creativity and Innovation, an anchor of the new Middle Campus, made possible through a $25 million gift from Daniel C. Benton ’80, H’10, P’10.
bit.ly/3fQbFCi
I did a podcast. We talked about tech. And @elonmusk. Because, Elon. Thanks @RiskReversal @OnTheTapePod for having me on!
🔥🎙️🚨 @RiskReversal & legendary Tech Analyst & Investor @DanBenton discuss his 20 Rules for Tech Stock Investing nearly 30 years later, why it might be different this time, concentration in the major indices, F'MAGA earnings & $TSLA's TAM
Sponsored by @CMEGroup @iconnections2
Kudos to @DanRosensweig. Much deserved!
The recognition keeps coming for @DanRosensweig! Congrats on making the list for Best CEOs for Diversity! This list may say #4 but to all of us @chegg you are #1! businessinsider.com/best-ceo…
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So proud of my former partner and Andor Co-Founder. Chris, you have rewritten the playbook for activist investing. And accelerated the rise of stakeholder capitalism. #climatechange wsj.com/articles/the-hedge-f…
Nice to see another objective WSJ article on Tesla. No potshots. Thanks @rfelliott ! wsj.com/articles/tesla-to-in…
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Let's do this! Vote @RayForMayor on June 22nd.
I’ve never been more hopeful about the future of New York City than I am right now. Our best days are still ahead of us. Together, we will come back stronger than ever. Check out our new ad 🍕🐀🗽 #RankRayOne
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Dan Benton retweeted
Dan Benton ’80, H’10, P’10 has secured his place as Colgate’s most generous benefactor, making a $25 million gift in support of the University’s Middle Campus Plan for Arts, Creativity, and Innovation and other elements within The Third-Century Plan. bit.ly/3dJCxQV
ALT Dan Benton ’80, H’10, P’10
20 years ago!
Dan Benton’s rules for tech investing from the 90s.
Product cycles and momentum rule.
Interesting that in quant, momentum has worked consistently (and has continued to since the 90s) but earnings surprise has mostly been arbitraged away (reg fd, etc).
medium.com/@shalabh_/rules-f…
I've seen 140 earnings seasons, and they only get harder. Too much fast money and instant dissemination/analysis of the results. You really just need to be directionally right. And patient.