General Information

Fool Since:
March 24 2009
Where I Live:
SF Bay area
Where I Grew Up:
NY, NY
Gender:
Male

Investing Basics

Investing Experience:
Medium High
Risk Tolerance:
High
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Stocks, Options
Stocks I Own:
ANET, SKWS, TSLA, INFN, EGHT, AAPL, INTC, NVDA, SHOP, TTD, OLED

Investing Favorites

Stocks:
TSLA, ANET
Industries:
Tech
Books:
Jacquard's Web: How a Hand-Loom Led to the Birth of the Information Age (http://www.amazon.com/Jacquards-Web-Hand-Loom-Birth-Information/dp/0192805789) The Innovator's Dilemma (http://www.amazon.com/Innovators-Dilemma-Technologies-Management-Innovation/dp/142219602X/ref=sr_1_2?s=books&ie=UTF8&qid=1389987275&sr=1-2&keywords=innovator%27s+dilemma)

Investing Expertise

Greatest Investment:
TSLA
Worst Investment:
Inktomi

Interests

Personal Quote:
In theory, theory and practice are the same; In practice, they are different.
My Interests:
EVs, woodworking, home automation
Favorite Vacation Spots:
Big Sur
Favorite Movies:
Amadeus

Smorgasbord1 is following 2 Fools

My Story

Reader's Digest Version: 1) Bought an expensive car. 2) Bought stock in the car company. 3) Profits from the stock quickly more than paid for the car. 4) Being a fan-boy for the car led me to a job interview with an automotive startup. 5) That led to my latest job, still in the vehicle space. 6) Car company stock now dominates my portfolio, and I'm comfortable with that, as I have a long term view. I'm sure it isn't hard to guess what car company stock I bought.

How I Invest

Investing is about predicting the future better than Mr. Market. That can be finding a company that's hit upon something that will grow before other people recognize that growth. It can be finding something that will grow more than other people think it will. It is NOT piling into a popular stock that everyone knows will grow, because then that growth is already priced into the stock. Although it's now a punchline for the HBO series "Silicon Valley," Disruption is key for finding companies that will grow at a rate which many other people don't yet recognize.