General Information

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

Investing Basics

Risk Tolerance:
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, AMAVF, AMBA, AMT, AMZN, ANET, ATVI, BIDU, BKE, BLK, BLUE, BLX, BOFI, BRK-B, CERN, CME, CMG, CMI, CMP, COH, CVX, DDD, DIS, ELLI, FB, FEYE, FII, FMI, GILD, HAS, HDP, ILMN, ININ, INVN, ISRG, ITW, KMI, LMT, LNKD, LOW, LULU, MELI, MKL, MO, MZOR, NGG, NLY, NVO, O, OKE, OKS, OLED, PCAR, PCLN, PII, POT, PSMT, QCOM, QUNR, ROIC, ROP, RWLK, SCOR, SCTY, SDRL, SE, SODA, SPLK, SSTK, SSYS, SYNA, TCS, TEU, TGH, TJX, TSCO, TUP, UBNT, UPL, VEEV, VRX, WAB, WFM, WMB, WPZ, Z, ZG, Long Jan 2017 $80 Calls on AMBA, Short Jan 2017 $80 Puts on AMBA, Short Jan 2017 $140 Puts on BIDU, Long Jan 2017 $17 Calls on CLDX, Long Feb 2016 $5 Calls on ENPH, Short Jan 2017 $30 Puts on FEYE, Long Jan 2017 $40 Calls on FEYE, Short Jan 2017 $40 Puts on FEYE, Long Jan 2017 $17 Calls on LC, Short Jan 2017 $17 Puts on LC, Long Jan 2016 $90 Calls on MELI, Short Jan 2016 $90 Puts on MELI, Long Jan 2017 $100 Calls on MELI, Short Jan 2017 $100 Puts on MELI, Short Jan 2016 $5 Puts on ONVO, Long Jan 2016 $7 Calls on ONVO, Short Jan 2016 $7 Puts on ONVO, Long Jan 2016 $50 Calls on SCTY, Short Jan 2016 $50 Puts on SCTY, Long Jan 2017 $50 Calls on SCTY, Short Jan 2017 $50 Puts on SCTY, Short Jan 2017 $40 Puts on SCTY, Short Jan 2016 $85 Puts on SSYS, Short Jan 2017 $62.5 Puts on TRIP, Short Jan 2016 $27 Puts on VEEV

Investing Favorites

Companies that can't keep up with demand, sell to huge markets that embrace change, maintain a scalable business model, and are led by fanatically-driven management with high insider ownership. (Is that too much to ask?)
Cybersecurity, Software as a Service, Pharmacy Benefits Management, Personalized Medicine
The Innovator's Dilemma, Blue Ocean Strategy, The Little Book that Builds Wealth
Rule Breakers!
Fortune, Inc.
David Gardner, Pat Dorsey, Charlie Munger, Vinod Khosla

Investing Expertise

My Area of Expertise:
I'm entrepreneurial and more or less a dreamer -- very interested in how industries change with innovation. I think business models and strategy are both underrated by the market. My previous experience was in specialty chemicals, alternative energy, and corporate business development.
Greatest Investment:
My wife's engagement ring
Worst Investment:
WPRT. Or, pretty much any Chinese company I invest in
Money I Manage:

Education And Work Information

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


Personal Quote:
"Success is best when it's shared."; "Talk is cheap, but qualified opinions are invaluable."
My Interests:
Music, Guitars, Running, Travel
Person(s) I'd Like To Meet:
Mark Twain, The Dalai Lama, Tony Robbins, Elon Musk
Favorite Restaurants or Foods:
Pho soup, fresh mozzarella, teriyaki stir-fried shitake mushrooms
Favorite Vacation Spots:
San Diego, Austin, Vegas
Favorite Sports or Teams:
Texas Longhorns and the New Orleans Saints
Favorite Movies:
Ghostbusters, Inception
Favorite Board Games:
Imperial 2030 and Bruges
Favorite Video Games:
Civilization III, Starcraft II, Hearthstone
Favorite Music or Musicians:
Metallica, Dave Matthews Band, Imagine Dragons, Lady Gaga, One Republic
Great Books Read Recently:
Zero to One
Book Currently Reading:
"Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future"

An Interview with TMFInnovator

Last updated: 5/4/2014
The Fool:
What was your first educational exposure to investing?
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?
"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.
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

I feel that 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.