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Investing in your P&L

technique

1 creator use or recommend it

1 recommend
Last discussed Jul 2, 2026

An investing strategy where you identify and invest in the stocks of tools and vendors your own company uses, leveraging insider knowledge from firsthand experience.

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What creators say

Shaan Puri
recommends
Used for: Identifying high-conviction stock investments based on tools you use daily in your own business Praised: Leverages insider knowledge unavailable to typical investors; generates convi... vs: Aaron Levie validates with Box's tech stack, noting the portfolio would have ...

"It's a pretty underrated strategy. I call it investing in your P&L because you just go look at the expense items. I own an e-commerce business and ecom's a pretty brutal industry, but I just funneled all the profits into Shopify and the underlying..."

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