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, BKNG, BOFI, BUD, CASY, CBOE, CGNX, CHUY, CLNE, CME, CMG, CMP, CNI, CRI, CVS, ECL, ELIO, EXEL, EXPD, FAZ (Short), FDS, FICO, FIVE, FTNT, GILD, GLW, GOOG, GOOGL, H, HAIN, HCA, HMNY, IDXX, IIVI, ILMN, INTU, IQ, IRBT, ISRG, JBLU, JD, KMI, KMX, KO, LGF, LKQ, MAR, MASI, MELI, MKC, MMM, MOMO, MTCH, MTN, NCR, NDAQ, NFLX, NVDA, NVO, NYT, ODFL, OKTA, PAC, PEGA, PYPL, QGEN, RDFN, ROL, ROP, RPM, SAIL, SAM, SHW, SQ, STKL, STMP, SWIR, TDG, TGH, TMUS, TSCO, TXRH, TXT, UHAL, DODFX, DFLVX, FOOLX, OFALX, VSIAX, Short Jan 2019 $145 calls on ACN, Long Jan 2019 $80 calls on ACN, Long Jan 2020 $1370 calls on AMZN, Short Jan 2020 $1380 calls on AMZN, Short May 2018 $67.50 puts on ATVI, Short Aug 2018 $72.50 calls on ATVI, Short Jul 2018 $40 puts on BOFI, Long Jan 2020 $185 calls on BRK-B, Short Jan 2020 $185 puts on BRK-B, Short Jan 2020 $195 calls on BRK-B, Short Jun 2018 $110 puts on CLB, Short Aug 2018 $70 calls on EXPD, Long Jan 2020 $20 calls on FCX, Short Jan 2020 $20 puts on FCX, Short May 2018 $35 puts on HEES, Long Jan 2020 $5 calls on HMNY, Short Jan 2020 $10 puts on INFN, Short Jun 2018 $72.50 puts on IRBT, Long Jan 2019 $32 calls on KMI, Short Jan 2019 $32 puts on KMI, Long Jan 2020 $15 calls on KMI, Long Jan 2020 $17 calls on KMI, Long Jan 2020 $20 calls on KMI, Long Jan 2020 $22 calls on KMI, Short Jan 2019 $22 puts on LL, Short Jun 2018 $320 puts on MELI, Long Jan 2019 $35 calls on MOMO, Short Jan 2019 $35 puts on MOMO, Long Jul 2018 $120 calls on MON, Short Jul 2018 $120 puts on MON, Short Jun 2018 $47.50 puts on MTH, Long Jan 2019 $110 calls on NFLX, Short Jun 2018 $35 puts on PRAA, Short Jun 2018 $42.50 calls on PRAA, Short Jul 2018 $72.50 puts on PYPL, Long Jan 2019 $35 calls on PYPL, Short Jan 2019 $40 calls on PYPL, Long Jan 2020 $82.50 calls on PYPL, Short Jan 2020 $82.50 puts on PYPL, Long Jan 2019 $15 calls on RIG, Short Jan 2019 $15 calls on RIG, Short Jul 2018 $105 puts on SHOP, Short Jun 2018 $49 puts on SQ, Short May 2018 $22.50 calls on TGH, Short Jul 2018 $34 puts on TRN, Long Jan 2019 $27 calls on TRN, Short Jan 2019 $27 puts on TRN, Short Jan 2019 $80 calls on WMT, Long Jan 2019 $55 calls on WMT, Short May 2018 $45 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]