A series of financial disclosures, both previous and current holdings, with my thoughts. Updated January 15, 2021

  1. Tesla (2010)— First stock I ever bought. Also the most successful. Also the only reason why there’s the list below. [Update: I sold when it hit $419 at 21x ROI. Had I held for another couple years, it would have been a 210x ROI. Just add a zero!]
  2. Microsoft (2011)— I’m a big fan of the innovation at Microsoft over the past five years. Seems like they’re investing heavily in interesting projects.
  3. General Motors (2011) — Read an article about how GM was Tesla’s most formative competition. Wanted to invest to cover my bases.
  4. Ford (2011)—Covered my bases.
  5. Nokia (2012)—Thought Microsoft would buy them and expand Windows Phone. They did.
  6. Pandora (2012) — Figured Apple or Google would buy them. I was wrong. Google instead bought Songza, and Apple bought Beats and Lala. Ah well.
  7. Jamba Juice (2012)—This was a stupid investment. I saw the rise of the juice craze, but didn’t realize Jamba wasn’t seeing the same success as other juice brands. Also, Jamba started shutting down stores. Don’t invest in seasonal businesses.
  8. Bitcoin (2014) — Like Tesla, I wish I had invested far more when I could have. [Dear Past Self: you could have then too.]
  9. Nuance (2015) — As I watched the rise of Siri and Google Now, I figured Nuance would be ripe for acquisition. Instead, companies developed their own voice recognition tech. Such is life.
  10. Twitter (2014 & 2015 & 2016) — Definitely losing my money on this. [Update: I did not lose my money on this.] I’ve doubled down on Twitter a couple times, as I still believe in the company’s future, despite the mediocre leadership. It’s a great tool that’s highly sticky and useful, at least in the media/tech industry. Also, it’s the app I use the most, by a long shot.
  11. 21st Century Fox (2015) — Should have got Disney instead, but that was a bit too costly.
  12. Yelp (2015) — I thought it would get acquired by Apple or Facebook honestly. It’s got a lot of data. Though now maybe I should look into getting some Yext. Yelp feels slimy to me.
  13. Shopify (2015) — Noticed their rise thanks to Tim Ferriss. [Sold this too early…. Then got in again in 2020, loathing my sell and vowing to never sell again]
  14. King (2015) — I got this because of a Planet Money episode about overvalued stocks.
  15. Facebook (2015) — Zuckerberg is smart, and the company is a money machine.
  16. ShakeShack (2016)— Thought it might be the next generation of McDonalds. Probably wrong.
  17. GoPro (2016) — DJI ate their lunch.
  18. Corrections Corporation of America (2016) — Owning this made me feel bad about myself. Had to sell it quick. Scum.
  19. Netflix (2016) — Reed Hastings is a smart guy. Not sure how I feel about all their debt though.
  20. Square (2016) — Quietly great company. Too bad Twitter hasn’t seen the same stock success. [Update: they did eventually.]
  21. Coca-Cola (2016) — I think beverage companies will grow in popularity as we destroy our public water sources.
  22. Bank of America (2016) — Got these on the advice of a friend. Should have got Goldman instead.
  23. Direxion (2017)—Got this because of r/wallstreetbets or r/robinhood. Probably not a great idea to get advice from internet forums. But I only got a couple shares.
  24. Inverse Natural Gas (2017) — Also got this from Internet people. Again, don’t listen to people on the internet.
  25. Twilio (2017)—Interesting tech company that seems to fly under the radar while powering much of mobile tech. [Update: Great investment!]
  26. Snapchat (2017) — Instagram is going to crush Snapchat, and I’ve come to realize that Snap’s performance will most likely end up looking much like Twitter. Both are useful, addicting, and feature a loyal user base, while struggling for Facebook’s meteoric expansion rates and income.
  27. Activision Blizzard (2017)—This purchase happened after I heard that eSports will become a huge industry.
  28. Everspin (2017)—Remember how I said don’t take stock advice from Reddit? Well sometimes it pays off.
  29. Ethereum (2017)—Not as big as Bitcoin, but seems like the tech behind this is more interesting. [Great investment!]
  30. Whole Foods (2017)— Thought they might get acquired. They did.
  31. Applied Materials (2017)—Another Internet people recommendation.
  32. General Electric (2017)—I think a family member recommended this pick.
  33. Houston American Energy (2017)—Recommendation from Internet people. Just put in a little bit.
  34. Blue Apron (2017)—Oooof what a terrible investment. Only got two shares though. Amazon is going to crush them.
  35. Target (2017)—Got this around the time Amazon acquired Whole Foods.
  36. Micron Technology (2017)—Internet people recommendation.
  37. LTC, ZEC, ETC, BCH, DASH, EOS (2017) – A hodgepodge of altcoins I grabbed just in case. Radiolab has an interesting story about ZCash if you like podcasts.
  38. Cisco (2017)—Another Internet people recommendation.
  39. Taiwan Semiconductor (2017)—Despite stiff competition, chip makers in general will do well as the future progresses.
  40. AMD (2018)—Ditto.
  41. Cronos Group (2018)—Was interested in buying something in a marijuana company. Perhaps this wasn’t the best choice.
  42. Helios and Matheson Analytics Inc (2018)—When MoviePass’s parent company cratered, I decided to buy low on the off chance there was a miracle.
  43. NIO (2018)
  44. CRWD (2019) – ~~~ Cybersecurity ~~~
  45. CHWY (2019) – People take care of their pets. I see boxes everywhere.
  46. WORK (2019) – I’ve used Slack at almost every place I’ve worked.
  47. HAIR (2019)
  48. AQUA (2019)
  49. CRON (2019)
  50. TGT (2019)
  51. XLU (2019)
  52. UBER (2019) – Yes, they are a Bad company. I also think they might take over the world and I might as well profit from that.
  53. ACB (2020)
  54. PINS (2020) –
  55. PRPL (2020) – Saw a tweet about how they were so much better.
  56. KF (2020)
  57. ENZL (2020)
  58. BHR (2020)
  59. AUPH (2020)
  60. NLS (2020)
  61. VXX (2020)
  62. TWN (2020)
  63. KODK (2020) – Asinine investment.
  64. SLV (2020)
  65. RIOT (2020)
  66. PFE (2020)
  67. LUV (2020)
  68. GPK (2020)
  69. GDRX (2020)
  70. PLTR (2020) – Don’t love the company but
  71. SPH (2020)
  72. IPOB (2020)
  73. FTCH (2020)
  74. MGI (2020)
  75. ADPT (2020)
  76. APHA (2020)
  77. TPC (2020)
  78. INAQ (2020)
  79. NWL (2020)
  80. UN (2020)
  81. SHOP (2020) – I hate that I sold this early. Got back in.
  82. INGN (2020)
  83. LAZR (2020)
  84. BEAM (2020)
  85. CME (2020)
  86. ABNB (2020) – Maybe overvalued (like most stocks during the later half of COVID) but interesting company. I try to invest in things that I use regularly.
  87. NEE (2020)
  88. QS (2020)
  89. UPST (2020)
  90. SI (2020)
  91. CNST (2020)
  92. ARKF (2020)
  93. ODT (2020)
  94. BILI (2020)
  95. – Basquiat (2020)
  96. NVTA (2021)
  97. IPOE (2021)
  98. ACEV (2021)
  99. AFRM (2021) – Max is so thoughtful; I have a ton of confidence in his efforts.
  100. WOOF (2021) – Once heard that people will always provide for their pets versus buying things for themselves.
  101. IPOM
  102. PRCH
  103. DM