TMFTiptree

James "Sonny" Kirtley

General Information

Name:
James "Sonny" Kirtley
Fool Since:
July 26 2005
Aliases:
TiptreeTwo (1/15/2014)
Where I Live:
Small town, Indiana
Where I Grew Up:
Smaller town, Kentucky
Gender:
Male

Investing Basics

Investing Experience:
High
Risk Tolerance:
Medium High
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Foolish and Motley, mainly tasty, nutritious long equities with an occasional supplement of options
Stocks I Own:
My core portfolio consists of AMZN, ANET, BOFI, CBM, FB, GOOG, IRBT, JBT, MA, MKTX, PAYC, SBUX, SHOP, SWKS, V, and WD.

Investing Favorites

Industries:
Technology, Energy, Biotech
Books:
"Stocks for the Long Run", by Jeremy Siegel; "Rule Breakers, Rule Makers", by the Brothers Gardner; "Your Money or Your Life", by Robin, Dominguez, and Tilford; "Bogle on Mutual Funds" by John Bogle; "One Up on Wall Street", by Peter Lynch; "Debt Free Living" by Larry Burkett
Newsletters:
Fool One, with apologies to JRR Tolkien: One service to rule them all, One service to find them. One service to meld them all and Foolishly align them!!
Magazines:
Forbes. IBD (yeah, its not a magazine, but it is a print publication!).
People:
Tom and David Gardner

Investing Expertise

My Area of Expertise:
Information Technology, physics, investing, contract bridge.
Greatest Investment:
My never-ending quest for understanding
Worst Investment:
JDS Uniphase... at the height of the tech bubble.
Money I Manage:
Our hopes and dreams. College funds, IRAs, regular stock portfolio, and daily budgeting.

Education And Work Information

School(s) Attended
Centre College, University of Kentucky
Job Title
Fool One Guide (dream job) and ERP consultant (day job)
Company / Organization
Ellucian and The Motley Fool
Former Jobs
Many and varied...

Interests

Personal Quote:
"Everything in moderation, ESPECIALLY moderation"
My Interests:
Investing, Contract Bridge, Fishing, Games (board and computer), Science (try to keep up with the world of Physics as much as I can)
Person(s) I'd Like To Meet:
Albert Einstein, Jesus, Attila the Hun. Just imagine the dinner conversation... :)
Favorite Restaurants or Foods:
Good, spicy fare from almost anywhere!
Favorite Vacation Spots:
Italy
Favorite Sports or Teams:
Kentucky Wildcats! National Champions, eight times over.
Favorite Board Games:
Chess, any trivia game, military simulations, scrabble, balderdash
Favorite Video Games:
The "Civilization" series by Sid Meier
Favorite Music or Musicians:
Too many to list
Great Books Read Recently:
Atlas Shrugged, The Compound Effect, Brain Rules

An Interview with TMFTiptree

Last updated: 2/9/2013
The Fool:
Briefly explain how you select stocks.
TMFTiptree:
Starting with all of the stocks in the pre-vetted Fool universe, I read each and every recommendation from all the services. When one seems to trigger the inner, intuitive 'resonance' effect, I run my own investigation by filling out an analysis spreadsheet, downloading and taking a careful look at the financial statements, checking out key ratios, reading about the management, doing some sort of valuation estimate, etc. If it passes this round of tests, I will revert to roots and so a "Stock Selection Guide" as part of my initial documentation process. I will then check the IBD 'stock checkup' page to determine what institutions and the market as a whole is doing to the stock price. If the stock has great fundamentals (via the analysis spreadsheet), plots out to be a buy on the SSG, AND has evidence of strong demand in the market, it is time to buy.<br /><br />Oh, did you say breifly? My bad. If you need brief, then maybe investing isn't for you...
The Fool:
Did you ever do something as a child that you look back on now and say, 'Wow, I'm lucky even to be alive after that!'
TMFTiptree:
Yes. Details withheld to protect any shred of good reputation I may still possess.
The Fool:
What was the most significant discovery of the last century?
TMFTiptree:
Quantum mechanics.
[Read the full Interview]

How I Invest

(1) get inspired ideas as to what companies I would want to own. Most of that inspiration comes directly from The Fool. (2) Run a deep-dive quantitative and qualitative analysis. Focus on quality of management, profitability, cash flow, debt, and growth trends. (3) Take a look at what the rest of the investing world thinks of this company, primarily by checking out the accumulation/distribution rating, how many shares are held by institutions, etc. (4) Give a nod to valuation, but don't get scared out of a great company because of perceived over-valuation. (4) If all looks good, buy a stake in that company and profit along with it.