Brian Feroldi

General Information

Brian Feroldi
Fool Since:
November 23 2005
typeoh (5/9/2011)
Where I Live:
North Kingstown, RI
Where I Grew Up:
Scituate, RI

Investing Basics

Investing Experience:
Medium High
Risk Tolerance:
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
I am constantly on the hunt for companies that I believe can grow for decades on end. When I find one, I buy it and dollar cost average into it over several years with the goal of adding at better and better value points (thanks Tom Engle for that advice!) If a company turns out to be a dud (as judge by business performance, not stock price performance) then I move it to hold and stop adding. I rarely sell (portfolio turnover <5% per year). I occasionally use options to scratch my activity itch, but keep my exposure quit low.
Stocks I Own:
AAXN, ABMD, ACN, ADBE, ALRM, APPN, APPF, AMZN, AMT, ATVI, AYX, BL, BIDU, BKNG, BOFI, BR, CELG, CMG, COHR, CTRP, DIS, EA, ELLI, ENV, EPAM, FB, FDS, GOOG, GOOGL, GRUB, HAS, HQY, HUBS, IONS, IPGP, ISRG, JD, LYV, MA, MANH, MB, MELI, MKTX, MZOR, NEWR, NFLX, NKE, NVCR, OLED, PAYC, PCTY, PRLB, QTWO, SAM, SBUX, SFIX, SHOP, SSNC, SQ, TCX, TTD, TSLA, TWLO, ULTA, ULTI, V, VRSK, Z, ZG, Short Jan 2019 $185 PUTS on IBM, Short Jan 2019 $180 PUTS on IBM, Long Jan 2018 $175 CALLS on IBM, Long Jan 2020 $170 CALLS on IBM, Short Jan 2020 $170 PUTS on IBM, Long Jan 2020 $38 CALLS on ORCL, Short Jan 2020 $38 PUTS on ORCL, SHORT Jan 2020 $30 PUTS on KMI, SHORT Jan 2020 $27 PUTS on KMI, SHORT Jan 2019 $24 PUTS on GME

Investing Favorites

Biotech, healthcare, technology, financial, retail (mostly restaurants).
All of them. Education is great.
Anything about investing/money/personal finance. For fun, Dan Brown, David Balducci, J.K. Rowling, John Grisham. Can't go too wrong with any of them.
Anything motley fool!
Popular Science and Consumer Reports
Blogs:, farnamstreet, mrmoneymustache, Seekingalpha
Yes, I like people.

Investing Expertise

My Area of Expertise:
healthcare, technology
Greatest Investment:
AMZN (by dollar amount), FB, ISRG, NFLX (by return %), PCLN, TSLA, Z
Worst Investment:
How much time do you have? PURE, DDD (penny stocks...great learning experince), KMI with options.
Money I Manage:
Family funds.

Education And Work Information

School(s) Attended
Job Title
Contract Writer
Company / Organization
The Motley Fool
Former Jobs
Territory Manager for Insulet


Personal Quote:
"It is not the man who has too little, but the man who craves more, that is poor." - Seneca "A man is rich in proportion to the number of things he can do without" - Thoreau. "Invest for tomorrow, and you will always be richer today." AND The philosopher Diogenes was quite famous but very poor. One day he was sitting eating his usual meal of bread and cooked lentils, all that he could afford. Another philosopher walked by Diogeneses. This man was Aristippus who was not nearly as well known as Diogenes but he lived a prosperous and comfortable life by constantly flattering the king. Aristippus said, “If you would learn to be subservient to the king, you would not have to live on lentils.” Said Diogenes: “If you would learn to live on lentils, you wouldn't have to be subservient to the king!”
My Interests:
Stocks, technology, my family, snowboarding, board games, running, gardening, and beer.
Person(s) I'd Like To Meet:
Short list: Barack Obama, Warren Buffet, Charlie Munger, Ralph Nader, Larry David, Bill Maher, Peter Lynch, Ricky Gervais, Tom Engle, Sarah Goddard, Rick Munnariz, Karl Thiel, Tim Byers
Favorite Restaurants or Foods:
Chipotle, Shop House and anyplace that has great sushi
Favorite Vacation Spots:
Outer Banks - NC, Long Beach Island - NJ, White Mountains - NH, San Francisco - CA
Favorite Sports or Teams:
Patriots, UCONN Huskies, Red Sox, Celtics, Bruins
Favorite Movies:
Short list: American Movie (Go see it if you like off beat comedies), Memento (Chris Nolan is my favorite director), Fight Club, Prestige, Rounders, Big Leboswki
Favorite Board Games:
Risk (can't get my wife to play with me), Monopoly (can't get my wife to play with me), Chess (can't get my wife to play with me), and Scrabble (the only game she'll play because she kicks my butt).
Favorite Video Games:
I'm old school. NES: Crystalis (If you havn't played it do so immediately), Zelda 1 & 2, Dr. Mario, Jackal, SNES: Zelda N64: Super Smash Brothers, Golden Eye 1& 2 Wii: Zelda, Super Smash Brothers,
Favorite Music or Musicians:
Sigur Ros/Jonsi, Radiohead
Great Books Read Recently:
While not a book, I'm reading the Berkshire Shareholder letter with great enjoyment. Then there are David and Goliath, Freakanomics, Poor Charlies Almanac, The Most Important Thing, Bull
Book Currently Reading:
Always on the hunt for the next great read.....

An Interview with TMFTypeoh

Last updated: 1/31/2014
The Fool:
What's been your best investment to date, and how did you discover it?
NFLX - Stock advisor. I would NEVER have bought this stock without stock advisor. It has since become a 4 bagger for me (my first!)
The Fool:
Do you have a favorite company or stock which the worldwide Foolish community should know about -- and why?
The Fool:
List some of your favorite websites, with commentary where appropriate. (Please provide the URLs, too.)
TMFTypeoh: (duh) (2nd place)Stumble upon produces some amazing stuff.