Tosh Szatow – Medium

Tosh Szatow

Tosh Szatow

Kenneth Stanley: Innovation insight

I recently enjoyed listening to Kenneth Stanley — Greatness without goals on the “Invest like the best” podcast with Patrick O’Shaughnessy…

Aug 22, 2022

Aug 22, 2022

Tosh Szatow

To subsidise EV, or not to subsidise EV, that is the question

There is no doubt rebates for electric vehicles are popular on the political left. But in a supply constrained market, are they sensible…

Aug 3, 2022

To subsidise EV, or not to subsidise EV, that is the question

Aug 3, 2022

Tosh Szatow

Leaders vs Laggards and the Value of Curiosity

Despite the emotional highs and lows, I’ve really enjoyed travelling along the equities investing learning curve over the last 5 years…

Jan 29, 2022

Leaders vs Laggards and the Value of Curiosity

Jan 29, 2022

Tosh Szatow

VW Power Day vs Tesla Battery Day

Five key differences, and what can we learn from comparing the two.

Mar 17, 2021

VW Power Day vs Tesla Battery Day

Mar 17, 2021

Tosh Szatow

Anchoring bias and outdated mental models. Jeremy Grantham wrong on Tesla (twice)

In 2018, famed investor Jeremy Grantham called Tesla a no-go investment zone, citing a business without profits, overvalued relative to…

Feb 7, 2021

Anchoring bias and outdated mental models. Jeremy Grantham wrong on Tesla (twice)

Feb 7, 2021

Tosh Szatow

Tosh Szatow

Researcher since 2009. Entrepreneur since 2012. Investor since 2016. Climate + Renewables + Electrification + Scaling Solutions = https://goodideasfactory.net

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