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:
Disruptive companies! I invest in businesses who are tackling huge problems, but remain customer focused first-and-foremost. I also like mature companies with solid competitive advantages and occasionally write options for income.
Stocks I Own:
AAPL, ABBV, ABT, ALXN, AMBA, AMT, AMZN, ARKK, ATVI, BIDU, BLK, BLUE, BLX, BOFI, BRK-B, BUD, CELG, CERN, CME, CMG, CMP, CVX, DIS, ELLI, FB, FEYE, FMI, GILD, HAS, HDP, ILMN, ITW, KMI, LC, LMT, LOW, MA, MCO, MELI, MKL, MO, NFLX, NGG, NVO, O, OKS, OLED, PII, POT, PSMT, QCOM, QUNR, REGN, RHHBY, ROIC, ROP, RWLK, SBUX, SCOR, SDRL, SE, SPLK, SSYS, SYNA, TCS, TEAM, TGH, TJX, TSCO, TSLA, UA, UAA, VEEV, VRX, WAB, WFM, WMB, WPZ, Z, Long Jan 2017 $80 Calls on AMBA, Short Jan 2017 $80 Puts on AMBA, Long Jan 2017 $17 Calls on CLDX, Long Jan 2017 $40 Calls on FEYE, Long Jan 2018 $18 Calls on FEYE, Short Jan 2017 $40 Puts on FEYE, Long Jan 2017 $17 Calls on LC, Long Jan 2017 $50 Calls on TSLA, Short Jan 2017 $50 Puts on TSLA

Investing Favorites

Companies that can't keep up with demand, sell to huge markets that embrace change, use operating leverage to scale their business, and are led by fanatically-driven management with high insider ownership.
Cloud-based software platforms
The Innovator's Dilemma, Blue Ocean Strategy, The Little Book that Builds Wealth
Motley Fool Explorer, Million Dollar Portfolio, and 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 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
Lead Advisor for Motley Fool Explorer; Senior Analyst for Million Dollar Portfolio
Company / Organization
The Motley Fool
Former Jobs
Technical Sales Rep, Program Manager, VC/BizDev Analyst, TMF Blogger, Chinese Food Delivery Guy


Personal Quote:
"Dream Big"
My Interests:
Music, Guitars, Personal Fitness, Travel
Person(s) I'd Like To Meet:
Mark Twain, Albert Einstein, Martin Luther King Jr, Tony Robbins
Favorite Restaurants or Foods:
Fresh mozzarella, pho soup, or boiled crawfish
Favorite Vacation Spots:
San Diego, Australia, Hawaii
Favorite Sports or Teams:
Texas Longhorns, New Orleans Saints
Favorite Movies:
Ghostbusters, Monty Python and the Holy Grail
Favorite Board Games:
Favorite Video Games:
Favorite Music or Musicians:
One Republic, Imagine Dragons, Lady Gaga, Metallica, Dave Matthews Band, Stevie Ray Vaughan
Great Books Read Recently:
Pattern Recognition
Book Currently Reading:
Stephen Hawking - The Universe in a Nutshell

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.