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:
High
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Stocks I Own:
ALKS, AMGN, AMZN, ATVI, AX, BABY, BAMXF.pk, BB, BDX, BKNG, BUD, CASY, CBOE, CGNX, CHUY, CLNE, CME, CMG, CNI, CRI, CVS, ECL, ELIO, EXEL, EXPD, FDS, FICO, FIVE, FTNT, GILD, GLW, GOOG, GOOGL, H, HAIN, HCA, HEES, IDXX, IIVI, ILMN, INTU, IQ, ISRG, JBLU, JD, KMI, KMX, KO, LGF, LKQ, MAR, MASI, MELI, MKC, MMM, MOMO, MTCH, MTN, NCR, NDAQ, NEWR, NFLX, NVDA, NVO, NYT, ODFL, OKTA, PAC, PEGA, PYPL, QGEN, ROL, ROP, RPM, SAIL, SAM, SHW, SNAP (Short), SQ, STKL, STMP, SWIR, TDG, TGH, TMUS, TSCO, TSLA (Short), TXRH, TXT, UHAL, DODFX, DFLVX, FOOLX, OFALX, VSIAX, Long Jan 2019 $80 calls on ACN, Long Jan 2020 $1370 calls on AMZN, Short Jan 2020 $1380 calls on AMZN, Short Nov 2019 $67.50 puts on ATVI, Short Nov 2019 $72.50 calls on ATVI, Short Jan 2019 $40 puts on AX, 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 Oct 2018 $35 calls on CHUY, Short Dec 2018 $115 puts on CLB, Long Dec 2018 $3 calls on CLNE, Short Dec 2018 $3 puts on CLNE, Short Nov 2018 $75 calls on EXPD, Long Jan 2020 $20 calls on FCX, Short Jan 2020 $20 puts on FCX, Short Nov 2018 $35 puts on HEES, Short Jan 2020 $10 puts on INFN, Short Dec 2018 $87.50 puts on IRBT, Long Jan 2019 $32 calls 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 $330 calls on MELI, Long Jan 2019 $35 calls on MOMO, Short Jan 2019 $35 puts on MOMO, Short Mar 2019 $45 puts on MTH, Long Jan 2019 $110 calls on NFLX, Short Dec 2018 $35 puts on PRAA, Short Dec 2018 $40 calls on PRAA, Short Oct 2018 $82.50 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, Short Nov 2018 $16 puts on RDFN, Long Jan 2019 $15 calls on RIG, Short Jan 2019 $15 calls on RIG, Short Oct 2018 $155 puts on SHOP, Short Dec 2018 $75 puts on SQ, Short Nov 2018 $15 calls on TGH, Short Oct 2018 $35 puts on TRN, Long Jan 2019 $27 calls on TRN, Short Jan 2019 $27 puts on TRN, Short Jan 2019 $70 puts on TWLO, Short Jan 2019 $80 calls on WMT, Long Jan 2019 $55 calls on WMT, 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]