TMFTortoise

Jim Mueller, CFA

General Information

Name:
Jim Mueller, CFA
Fool Since:
June 4 2001
Aliases:
TMFGebinr (10/24/2014), TMFgebin (3/8/2006), gebinr (3/3/2006)
Where I Live:
Northern Virginia

Investing Basics

Investing Experience:
High
Risk Tolerance:
Medium High
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Stocks I Own:
ALKS, AMZN, ATVI, BABY, BAMXF.pk, BDX, BOFI, BUD, BWLD, CACC, CASY, CBOE, CGNX, CHUY, CLNE, CMG, CNI, CRI, CRSP, CVS, ECL, EDIT, ELIO, EXEL, EXPD, FAZ (Short), FCAU, FDS, FTNT, GILD, GLW, GME, GOOG, GOOGL, H, HAIN, IDXX, IIVI, ILMN, INTU, IRBT, ISRG, JBLU, JD, KMI, KMX, KO, KRFT, LGF, LKQ, MA, MAR, MASI, MELI, MKC, MMM, MOMO, MSA, MTCH, MTN, NCR, NDAQ, NFLX, NTLA, NVDA, NVO, NYT, ODFL, OTCM, PAC, PCLN, PEGA, PRAA, PYPL, QGEN, ROL, ROP, RPM, SAM, SHOP, SHW, SQ, STMP, SWIR, TDG, TGH, TMUS, TTS, TSCO, TWOU, TXRH, TXT, UHAL, WFC, DODFX, DFLVX, FOOLX, OFALX, VSIAX, Short May 2018 $135 calls on ACN, Long Jan 2019 $80 calls on ACN, Short 2017 $60 puts on ATVI, Short Oct 2017 $22.50 puts on BOFI, Long Jan 2018 $130 calls on BRK-B, Short Jan 2018 $130 puts on BRK-B, Short Jan 2018 $170 calls on BRK-B, Short Jan 2018 $22.50 calls on CHUY, Short Oct 2017 $25 calls on CHUY, Short Mar 2018 $110 puts on CLB, Long Jan 2018 $5 calls on CLNE, Short Jan 2018 $5 puts on CLNE, Short Jan 2018 $420 calls on CMG, Short Apr 2018 $35 puts on CSTE, Short Nov 2017 $60 calls on EXPD, Short Oct 2017 $21 calls on GME, Short Oct 2017 $22 calls on GME, Short Nov 2017 $22.50 puts on HEES, Short Jan 2018 $150 calls on IBM, Long Jan 2018 $135 calls on IBM, Short Jan 2018 $135 puts on IBM, Long Jan 2018 $10 calls on INFN, Short Jan 2018 $10 puts on INFN, Short Dec 2017 $75 puts on IRBT, Short Dec 2017 $21 puts on KMI, Long Jan 2019 $32 calls on KMI, Short Jan 2019 $32 puts on KMI, Long Jan 2018 $12.50 calls on KMI, Short Jan 2018 $12.50 puts on KMI, Short Jan 2019 $22 puts on LL, Long Jan 2019 $35 calls on MOMO, Short Jan 2019 $35 puts on MOMO, Long Jan 2018 $115 calls on MON, Short Jan 2018 $115 puts on MON, Short Jan 2018 $120 calls on MON, Short Dec 2017 $37.50 puts on MTH, Long Jan 2019 $110 calls on NFLX, Short Mar 2018 $35 puts on PRAA, Short Dec 2017 32.50 calls on PRAA, Long Jan 2019 $35 calls on PYPL, Short Jan 2019 $40 calls on PYPL, Long Jan 2019 $15 calls on RIG, Short Jan 2019 $15 calls on RIG, Short Nov 2017 $90 puts on SHOP, Short Dec 2017 $24 puts on SQ, Short Nov 2017 $35 calls on SSTK, Short Nov 2017 $37.50 calls on SSTK, Short Jan 2018 $32 puts on TRN, Long Jan 2019 $27 calls on TRN, Short Jan 2019 $27 puts on TRN, Short Feb 2018 $20 puts on TTS, Short Dec 2017 $52.50 calls on WFC, Long Jan 2018 $45 calls on WFC, Short Jan 2019 $80 calls on WMT, Long Jan 2019 $55 calls on WMT, Short Nov 2017 $40 puts on Z, The Motley Fool Holdings

Investing Favorites

Stocks:
Stocks with messed-up expectations priced in
Books:
Expectations Investing (Mauboussin); Financial Shenanigans (Schilit)
People:
James Montier

Investing Expertise

Money I Manage:
Personal accounts, family accounts, one account for a relative

Education And Work Information

School(s) Attended
Gonzaga Univ. (B.S., chemistry); Wash. St. Univ. (Ph.D., biochemistry and molecular biology); CFA charter holder
Job Title
Senior Analyst
Company / Organization
The Motley Fool

Interests

Personal Quote:
The time will come when diligent research over long periods will bring to light things which now lie hidden. A single lifetime, even though entirely devoted to the sky, would not be enough for the investigation of so vast a subject . . . And so this knowledge will be unfolded only through long successive ages. There will come a time when our descendants will be amazed that we did not know things that are so plain to them . . . Many discoveries are reserved for ages still to come, when memory of us will have been effaced. Our universe is a sorry little affair unless it has in it something for every age to investigate . . . Nature does not reveal her mysteries once and for all. --Seneca, Natural Questions, Book 7, first century
Person(s) I'd Like To Meet:
Isaac Asimov, unfortunately won't get the chance
Favorite Vacation Spots:
Hawaii, even though my in-laws are there :-)
Favorite Sports or Teams:
Watch: baseball, Seattle Mariners; Play: golf
Favorite Movies:
Breaker Morant, Bond, Caddyshack
Favorite Music or Musicians:
1980s rock / classical / ambient (Hearts of Space)
Great Books Read Recently:
The Lord of the Rings - J.R.R. Tolkien
Book Currently Reading:
The Safehold series by David Weber, Perry Mason series by Erle Stanely Gardner

An Interview with TMFTortoise

Last updated: 5/6/2010
The Fool:
Does ethics or 'socially responsible investing' have a place in your investment approach? How so? How not?
TMFTortoise:
I have to change this. A while back, I wrote that I wouldn't invest in tobacco stocks because I am so horribly allergic to the smoke and sucking smoke into one's lungs seems to me to be a silly pastime. However, I've since decided that if people are going to be stupid enough to do that, I might as well try to profit from it.

As for going for a SRI mutual fund, no. My agenda most likely will not match theirs.
The Fool:
What, in your opinion, are some of life's big mysteries?
TMFTortoise:
Where was I before I came into the world?

Will I come back or is there an afterlife or is this one shot it?
The Fool:
What was the most significant discovery of the last century?
TMFTortoise:
To me? That I had entered the world.

To others? I don't know.....the computer and miniaturization; atomic physics; DNA and recombinant technology.....there are so many and the rate keeps accelerating.
[Read the full Interview]