General Information

Name:
Simon Erickson
Fool Since:
April 15 2013
Aliases:
TMFDisruptor (4/16/2013)
Where I Live:
Alexandria, VA
Where I Grew Up:
Houston, TX
Gender:
Male

Investing Basics

Risk Tolerance:
High
Investing Style:
Motley (i.e. Anything goes!)
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Early-stage disruptors and free-cash-flow pumping machines (see below). I also write options for income.
Stocks I Own:
AAPL, ABBV, ABT, AFL, ALNY, AMAVF, AMBA, AMT, ATVI, BIDU, BKE, BLX, BOFI, CHRW, CME, CMG, CMP, COH, CTRX, CVX, DDD, ELLI, EXPD, FB, FII, HAS, IMAX, ININ, INTC, INVN, ISIS, ISRG, ITW, LMT, LOW, LULU, MCD, MELI, MKL, MO, MSFT, MZOR, NGG, NLY, NUAN, NUE, NVO, O, OLED, PAYX, PCAR, PCLN, POT, PSMT, RAX, ROIC, SCTY, SDRL, SODA, SSYS, TEF, TEU, TSCO, TTS, TUP, UPL, WETF, WFM, WPRT, WU, XONE, Z, Short Jun 2014 $25 Puts on CAMP, Short Jun 2014 $50 Puts on CERN, Short Apr 2014 $42.50 Puts on CTRX, Short May 2014 $40 Puts on EHTH, Short Apr 2014 $22.50 Puts on ELLI, Long Jan 2015 $3 Calls on EXEL, Short Jan 2015 $3 Puts on EXEL, Long Jan 2016 $90 Calls on MELI, Short Jan 2016 $90 Puts on MELI, Short Sep 2014 $28 Puts on OLED, Short Sep 2014 $25 Puts on P, Long Jan 2015 $7 Puts on PLUG, Short Oct 2014 $55 Puts on SCTY, Short Jul 2014 $40 Puts on TCS, Short Jun 2014 $50 Puts on TWTR, Short Jun 2014 $40 Puts on UBNT, Short Jun 2014 $30 Puts on VEEV, Short Sep 2014 $25 Puts on VEEV, Short Aug 2014 $31 Puts on YNDX

Investing Favorites

Stocks:
The ones that go up
Industries:
3D Printing, Software as a Service, Pharmacy Benefits Management, Healthcare IT
Books:
The Innovator's Dilemma, Blue Ocean Strategy, The Little Book that Builds Wealth
Newsletters:
Rule Breakers!
Magazines:
Fortune, Entrepreneur
Blogs:
http://beta.fool.com/txinvestor82/
People:
David Gardner, Pat Dorsey, John Doerr, Vinod Khosla

Investing Expertise

My Area of Expertise:
I'm entrepreneurial and more or less a dreamer -- very interested in how industries change when new technology gets introduced. I think business models, competitive advantages, and culture are all incredibly important and yet underrated by the market. My previous experience was in specialty chemicals, alternative energy, and corporate VC.
Greatest Investment:
My education and my wife's engagement ring
Worst Investment:
Pretty much any Chinese company I invest in
Money I Manage:
Family

Education And Work Information

School(s) Attended
University of Texas BS (Engineering), Rice University MBA (Entrepreneurship)
Job Title
Analyst
Company / Organization
The Motley Fool
Former Jobs
Program Manager, Technical Sales Rep, Motley Fool Blogger, Chinese Food Delivery Guy

Interests

Personal Quote:
Learn something from everything that you do.
My Interests:
Music, Guitars, Running, Travel
Person(s) I'd Like To Meet:
The Dalai Lama, Will.I.Am, Elon Musk
Favorite Restaurants or Foods:
Pho soup, fresh mozzarella, or teriyaki stir-fried shitakes
Favorite Vacation Spots:
San Diego, Austin, Vegas
Favorite Sports or Teams:
Texas Longhorns
Favorite Movies:
Ghostbusters, Inception
Favorite Board Games:
Monopoly, Imperial 2030
Favorite Video Games:
Civilization III
Favorite Music or Musicians:
Metallica and Dave Matthews were my favorites growing up. Lately, I really like Imagine Dragons.
Great Books Read Recently:
Outliers, The Calvin and Hobbes 10th Anniversary Book
Book Currently Reading:
The Signal and the Noise

An Interview with TMFInnovator

Last updated: 7/10/2013
The Fool:
What was your first educational exposure to investing?
TMFInnovator:
It was 7th grade math class, and we were given a project to track the stock price of a certain company. My assigned company was Hewlett Packard (HPQ), which rose 20% during the next three months. Talk about a positive first experience.
The Fool:
If you had to pick an existing song title that best describes your life, what would it be?
TMFInnovator:
"Fool in the Rain". Though not quite sure about the 'in the rain', I definitely like the 'Fool' part.
The Fool:
Tell us about Your Dumbest Investment... and the lesson you learned from it.
TMFInnovator:
In my investing infancy, I once spent $100 for two shares of Energy Conversion Devices (ENER) because I thought their products sounded neat. You might notice they are selling these days for 2 cents a share, which means my shares would now be worth...4 cents. Moral of the story: learn how a company actually makes money before investing in them.
[Read the full Interview]

My Bucket List

The Seven Natural Wonders of the World: 1) Aurora Borealis 2) Grand Canyon 3) Great Barrier Reef 4) Harbor of Rio de Janeiro 5) Mount Everest 6) Paracutin Volcano 7) Victoria's Falls

How I Invest

When going to the racetrack, you don't bet on the numbers..you bet on the horse. Likewise, business is not a game of numbers but one of strategy. The world's greatest companies are run by dedicated leaders who focus their time on making long-term decisions to get an edge over their competition. And they develop a clear battle plan, understood and supported by the entire workforce, on how to achieve that strategy (Whole Foods, Southwest Airlines, and most of Berkshire's subsidiaries are great examples). More than anything, I try to identify the sources and sustainability of a company's competitive advantage.