TMFTailwind

Billy Kipersztok

General Information

Name:
Billy Kipersztok
Fool Since:
April 15 2013
Aliases:
TMFTheRealDeal (5/8/2013), TMFChemist (4/18/2013)
Where I Live:
Annapolis, MD
Where I Grew Up:
Gainesville, FL

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 (long), Options, Warrants
Stocks I Own:
AFSI, AIG, AMT, AMZN, BIDU, BOFI, BRK.B, CBOE, CGNX, COF.WS, COST, CSGP, CTRX, EBAY, FLT, GNTX, GOOG, GOOGL, HHC, IBKR, IPGP, KMX, LBTYK, MA, MELI, MKL, ORLY, PCLN, PGR, PRAA, ROIC, SSTK, TDG, TSLA, TYPE, VMI, WETF, WINA, WFM, YNDX, Z, Short Aug 14 $50 Put on POST, Short Aug 14 $60 Put on GGG, Short Aug 14 $65 Put on SSTK, Short Aug 14 $37.50 Put on WFM, Short Aug 14 $42 Put on ORCL, Short Aug 14 $12.50 Put on TTS, Short Sep 14 $55 Put on PRAA, Short Sep 14 $35 Put on MOV, Short Sep 14 $40 Put on BR, Short Sep 14 $30 Put on GNTX, Short Sep 14 $25 Put on LUK, Short Sep 14 $35 Put on SNHY, Short Oct 14 $48 Put on KMX, Short Oct 14 $17.50 Put on CFI, Short Oct 14 $48 Put on WFC, Short Oct 14 $28 Put on AWAY, Short Oct 14 $40 Put on PZZA, Short Oct 14 $55 Put on IPGP, Short Nov 14 $57.50 Put on MDT, Short Jan 15 $55 Put on LUX, Short Jan 15 $20 Call on FAZ, Long Jan 16 $310 (mini) Calls on AMZN, Short Jan 16 $310 (mini) Puts on AMZN, Long Jan 16 $120 Calls on COST, Short Jan 16 $120 Calls on COST, Long Jan 16 $55 Calls on EBAY, Short Jan 16 $55 Puts on EBAY, Long Jan 16 $175 Call on V, Short Jan 16 $175 Put on V, Long Jan 16 $68 Call on MA, Short Jan 16 $68 Put on MA, Long Jan 16 $37 Call on KO, Short Jan 16 $37 Put on KO, Short Jan 16 $70 Call on VXX, Short Jan 16 $20 Call on FAZ, Long Jan 16 $30 Call on FB

Investing Favorites

Stocks:
GOOG, AMZN, AMT, COST, KMX

Education And Work Information

School(s) Attended
University of Florida, University of Central Florida
Job Title
Analyst Development Program
Company / Organization
The Motley Fool
Former Jobs
Analytics Intern (Atlanta Hawks)

Interests

Personal Quote:
"Don't think outside the box. Live outside the box and think normally." -JT Louviere
My Interests:
Basketball (and sports in general), investing, trying new things
Person(s) I'd Like To Meet:
Jennifer Lawrence, Nasir Jones
Favorite Vacation Spots:
Siesta Key, FL
Favorite Sports or Teams:
Florida Gators, Portland Trail Blazers, U.S. Soccer, Bayer Leverkusen
Favorite Movies:
The Big Lebowski, Gladiator, Children of Men
Favorite Board Games:
Chess, Risk, Settlers of Catan, Monopoly, Backgammon
Favorite Video Games:
Sports predominantly (Madden, NBA 2K, FIFA) but also Call of Duty and GTA franchises
Favorite Music or Musicians:
Old school soul (Stevie Wonder, Marvin Gaye, Otis Redding, etc)
Great Books Read Recently:
Competition Demystified - Bruce Greenwald
Book Currently Reading:
Antifragile - Nassim Taleb

How I Invest

I look to invest in companies that have a combination of the following characteristics: (1) Their industry and addressable market opportunity is large and/or growing quickly (2) They enjoy inherent advantages over their competition (3) The company generates favorable - and sustainable - economic returns (margins, ROE, ROIC, etc.) (4) The management team is invested in the company's success (financially and otherwise) and is shareholder-friendly (5) The company is in good financial health (6) The market price represents a favorable risk/reward dynamic for long-term investors