TMFTomJacobs

Guess

Following (51) Followers (828)

General Information

Name:
Guess 
Fool Since:
January 31 1999
Aliases:
TomJacobs (1/21/2010), TMFTom9 (12/20/2003), Candow (8/7/2000)
Where I Live:
Marfa, TX (can see Permian Basin energy madness up close!) )

Investing Basics

Investing Experience:
High
Risk Tolerance:
Medium
Investing Style:
Value Investor
Types of Investments:
Value-with-catalysts; special situations and opportunistic/deep value; fondness for great capital allocators ("jockeys") at good prices; earnings quality shorts as part of overall risk management (long-short)
Stocks I Own:
CBB, CHK options, CRM options, DBLE, FXY, GKK, HDGE, HEK, HEK options, HLF options, HNR, HTH, MFCO, PPP, RGS, ROIC, SCPZF, SYTE, TFSL, UPL, UPL options

Investing Favorites

Stocks:
Just see Motley Fool Special Ops! And I love all my children equally: position sizing is for risk mgmt.
Books:
The Myth of the Rational Market (Justin Fox)
Newsletters:
Anything TMF
Magazines:
Economist
People:
Special Ops Team: Michael Olsen, Jim Royal, Nathan Willis, and Danny Hsia

Investing Expertise

My Area of Expertise:
Special situations, opportunistic/deep value, earnings quality shorts and risk management (long-short)
Greatest Investment:
ATP Oil & Gas (not to be jerk, but long before bankruptcy), BH (SNS), GROW, KTEC, Alderwoods
Worst Investment:
NetBank, Globalstar, NETeller, USInternetworking, General Maritime

Education And Work Information

School(s) Attended
BA, MAT, Cornell; JD, Univ. of Chicago Law School
Job Title
Portfolio Manager and Lead Advisor, Motley Fool Special Ops
Company / Organization
The Motley Fool!!!!
Former Jobs
Lots and lots

Interests

Personal Quote:
(0) People refer confident statements of fact rather than the probabilities regarding an unknown future. Special Ops chooses the latter; (1) The two major problems for most investors are a) not that they take on great risk, but rather that they accept inadequate potential return for the risk they do accept, and b) that they measure their results by annual, rather than annualized, returns. (2) Only an investor who has lived and invested through a significant bear market appreciates that a) stocks can sell off with no warning for no fundamental reasons, b) margin of safety is not just three words and c) "long term" is not a year.
My Interests:
Investing, investing, investing, investing, finance, real estate and neuroscience, writing, gardening
Person(s) I'd Like To Meet:
All TMF Special Members! Then, any start up entrepreneurs (email me); you are special and I'm curious
Favorite Restaurants or Foods:
Cochineal (Marfa, TX)
Favorite Vacation Spots:
Southwest USA and anywhere on the water
Favorite Sports or Teams:
hiking, running, power napping; for teams, all underdogs when it gets near and in finals
Favorite Movies:
Lone Star, Trouble In Mind (anything Alan Rudolph), others I can't remember (ha)
Favorite Board Games:
Scrabble (on iPad!)
Favorite Video Games:
Plants v. Zombies
Favorite Music or Musicians:
Too many favorites! Arvo Part, Peteris Vasks, Tosca (not the opera), old Frank Zappa, Frank Sinatra and the Rat Pack, Rosemary Clooney, classic Jazz from way back through Miles and Coltrane and late 1960s; handful of classic disco (!!!)
Great Books Read Recently:
Totally self-serving: "What's Behind the Numbers? A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio," John Del Vecchio and Tom Jacobs (McGraw-Hill, Sept. 2012)
Book Currently Reading:
See above. :-)