aleax

Alex Martelli

General Information

Name:
Alex Martelli
Fool Since:
May 23 2005
Where I Live:
Sunnyvale, CA
Where I Grew Up:
Bologna, Italia
Gender:
Male

Investing Basics

Investing Experience:
Medium High
Risk Tolerance:
Medium High
Investing Style:
Motley (i.e. Anything goes!)
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Some stalwart income-producers, some growth bets, some long/short MF-Alpha style, some options-focused.
Stocks I Own:
GOOG, MDT, MMM, INTC, HAS, LLTC, RGR, CALM, RST, NUE, NUAN, ATVI, AMAT, PCL, LL, WMT, WM, FLO, TEVA, K, CREE

Investing Favorites

Stocks:
GOOG, INTC, CSCO, RGR, LL
Industries:
High tech (I'm biased, that where I've been working all of my life!).
Books:
Graham's "The Intelligent Investor", Greenwald's "Value Investing", Lynch's "One Up On Wall St", Thomsett's "Options Trading for the Conservative Investor", McMillan's "Options as a Strategic Investment"
Newsletters:
All of Motley Fool's, especially Global Gains, Hidden Gems, Inside Value
Magazines:
The Economist, Financial Times, Barron's
Blogs:
My own, mutnemom.blogspot.com (I'm biased!-)

Investing Expertise

My Area of Expertise:
Stocks
Greatest Investment:
NFLX
Worst Investment:
BP
Money I Manage:
My and my wife's retirement funds

Education And Work Information

School(s) Attended
Universita` di Bologna
Job Title
Senior Staff Engineer
Company / Organization
Google Inc
Former Jobs
Uber Tech Lead, Google Inc

Interests

Personal Quote:
Wovon man nicht sprechen kann, darüber muss man schweigen.
My Interests:
Programming, Bridge, History, Economics, Sudoku, Investing
Person(s) I'd Like To Meet:
Warren Buffett, Charlie Munger
Favorite Restaurants or Foods:
Italian (the REAL kind -- I'm from Italy!)
Favorite Vacation Spots:
Umbria, Provence, the Alps, Grand Canyon, Toscana, Anne Marie Island FL, Flagstaff AZ, Lago di Garda
Favorite Sports or Teams:
"Soccer" (calcio!), Juventus FC
Favorite Movies:
"In the Mood for Love" ("Fa yeuhng nìhn wàh"), "Casablanca", "Annie Hall", "La vita é bella", "Wall Street"
Favorite Board Games:
"Settlers of Catan"
Favorite Video Games:
"Stars!"
Favorite Music or Musicians:
Leonard Cohen, Johann Sebastian Bach, Angelo Branduardi, Billy Joel, Francesco Guccini
Great Books Read Recently:
John Lanchester's "I.O.U.", Berstein's "Against the Gods"
Book Currently Reading:
Berstein's "Against the Gods"

An Interview with aleax

Last updated: 12/15/2012
The Fool:
What's the best product you use that most people don't know about?
aleax:
Apple's Macbook Air -- a gem of a laptop, so light yet powerful and easy to use!
The Fool:
To what extent has your financial success, or lack thereof, been the result of luck versus skill?
aleax:
I am a great believer in luck, and I've found that, the harder I work, the more luck I get (this is attributed to many people, but I think it's by Thomas Jefferson).
The Fool:
Does ethics or 'socially responsible investing' have a place in your investment approach? How so? How not?
aleax:
I believe that in the long term you "make good by doing good" -- karma, if you will -- so, for purely selfish reasons, I try to invest in companies that make a positive difference in the world (because I think they'll benefit from so doing).<br /><br />The "socially responsible" fracas per se is so much overdone hype: look behind such whitewashing as charity &c, to the actual nature of a company's business -- does it make most people it touches better off somehow? (If so it WILL have enemies -- all those who used to profit from the status quo ante, or hate change no matter what -- a company with no sworn enemies is basically one that's doing nothing very relevant!-).
[Read the full Interview]

My Story

Born and raised in Italy (with some time spent in Britain and Southern France), I got my MS in EE there and joined an American company -- ever since, I've been working and living about half the years in the US, half in Europe, working in high-tech (at first designing chips and systems, then shifting to software, with occasional bouts in management, entrepreneurship, and consulting, always in related fields).

How I Invest

High strategic differentiation. Never less than 25% in fixed income of all kinds; among equities, a mix of value (my favorite!), growth, options, &c.