General Information

Name:
Paul Thomas
Fool Since:
December 6 1999
Aliases:
katinga (4/7/2015)
Where I Live:
Duncanville, TX
Where I Grew Up:
Seattle
Gender:
Male

Investing Basics

Investing Experience:
High
Risk Tolerance:
Medium
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
ETFs, REIT preferreds, REITs, mutual funds in 401K, option writes, individual stocks
Stocks I Own:
AAPL, ADBE, AMZN, AMT, AMZN, ATW, BCOIX, BR, CASY, CBOE, CGNX, CLNE,CME, CNI, COO, COHR, CRTO, EPR+E, FB, FDS, FEYE, HCN, HEIA, ILMN, JNJ, KMI, LFUS, MA, MCD, MDT, MIDD, NVR, OII, OKE, ORCL, OTEX, PAYC, PCLN, PRLB, ROIC, SBUX, SHW, SQ, SWIR, SWKS, TCEHY, TDG, TXRH, UA, V, VAW, VDE, VIG, VRSK, V, VZ, Short Jan 2019 20 calls on FAZ; long Jan 2019 20 Puts on FAZ; short Aug 2017 35 Calls on OTEX, Long Jan 2019 HD 110 Calls, Short HD May 2018 175 Calls, Long ORCL Jan 2020 Calls, Short ORCL 52.50 calls, Long SPY Jan 2019 255&250 Puts, Short SPY Jan 2019 285&280 Calls, Short SWKS Aug 2018 105 Calls

Investing Favorites

Stocks:
MA, KMI, ROIC
Industries:
REIT, MLP
Boards:
REIT
Books:
The Road to Serfdom, Hayek
Newsletters:
Pro

Investing Expertise

My Area of Expertise:
Africa
Greatest Investment:
AMZN
Worst Investment:
ATHM
Money I Manage:
Our own, advise DS

Education And Work Information

School(s) Attended
U North Dakota, U Washington, Gordon-Conwell, UT Arlington
Job Title
Consultant in ethno arts
Company / Organization
WBTUSA
Former Jobs
US Navy Submarine Warfare Officer

Interests

Personal Quote:
First rule of troubleshooting: Put the plug back in.
My Interests:
Gardening, theology, investing, bicycling, camping, hiking, violin, viola, Spanish, French, Swahili, story telling
Person(s) I'd Like To Meet:
A. Lincoln, V. Hugo, B. Franklin, CS Lewis, Socrates
Favorite Restaurants or Foods:
Japanese
Favorite Vacation Spots:
Mont St. Michel
Favorite Sports or Teams:
Seattle Symphony
Favorite Movies:
The Mission
Favorite Board Games:
Chess, Backgammon, Go
Favorite Video Games:
Pac Man
Favorite Music or Musicians:
Classical/Midori
Great Books Read Recently:
Thinking, Fast and Slow, The Sparrow
Book Currently Reading:
The Aubrey/Maturin series by Patrick O'Brian.

An Interview with CMFMutwa

Last updated: 3/11/2018
The Fool:
What, in your opinion, are some of life's big mysteries?
CMFMutwa:
The tyranny of inanimate objects.
The Fool:
In what way would society be different if bears had become the dominant sentient species?
CMFMutwa:
Starbucks would serve 50 different flavors of honey made by 3 species of bees. (There are 3 honey-providing species in Africa, and hives near coffee plantations yield delicious honey! And the bees feel an extra buzz, too!)
The Fool:
What's your favorite Fool message board?
CMFMutwa:
The REIT board
[Read the full Interview]

My moniker

The Batwa (singular: Mutwa, thus CMFMutwa) are a pygmy group that live in SW Uganda. Historically, they were jesters and bards in the courts of African kings. That makes Mutwa go well with the Fool theme. I am a long term volunteer working with them in culture and linguistics, especially their narrative tradition. I am in the second of a three year assignment. My avatar is a picture of one of my friends. He recently received a rabbit, which he is breeding. I am also associated with a hospital (Bwindi Community Hospital), a project (Batwa Development Project), and a foundation (www.kellermannfoundation.org).

How I Invest

My Lincoln 403B has certain percentages assigned to various mutual funds with annual rebalancing. I have a Vanguard variable annuity, 100% assigned to an REIT mutual fund. I have various IRAs and an after-tax account, with buckets representing Pro, SA, and II ports. A final chunk of retirement cash is in a short to intermediate term bond fund (BCOIX).