Remo Uherek

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Home › Innovator's Dilemma

Tag: Innovator's Dilemma

What People Don't Understand About Tesla

Note: This is not investment advice. At heart, I’m a value investor, and Tesla is no value investment. I view it as a binary venture-type bet. I am a TSLA shareholder since 2017. This is part 1 of my exploration of Tesla. Read part 2 here. To read all articles in my Tesla series click…

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January 31, 2020November 29, 2020 by Remo Uherek

Investing Lessons from Running a Startup

[This is an edited version of a talk I recently gave at a MOI Global event.] I’d like to share some of the lessons I learned from being a startup founder, and how these can be applied to investing: Lesson 1: I’m a better investor because I was a founder As Warren Buffett famously said:…

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November 19, 2019October 29, 2020 by Remo Uherek

How to Identify Great Capital Allocators?

This was the topic at the recent MOI Global Zurich chapter dinner I attended. Here I summarize my notes and thoughts on this topic. I understand capital allocation as follows: How do companies spend their limited resources, be it capital, time, or mental resources, so that they create the maximum amount of value per invested…

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September 17, 2019February 11, 2020 by Remo Uherek

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