Category: ThumbTack Investor

Bye Bye BBR Holdings!

It took me almost 2 years to fully divest all my shares in BBR Holdings, but as of today (09/11/2018), FINALLY! Someone took the remaining shares from me so… for the 1st time in… 5 YEARS (yes, I’ve been an unfortunate shareholder for 5 years), TTI is no longer holding a single share in BBR […]

TT Fund: From -146.63% To +14.11% in 2.5 weeks!

1st up, note that TT Fund is not = my personal fund. But I retain all rights to invest it as I deem fit. In my last post, which was barely what, 2 weeks ago?, TT Fund’s ROI has changed dramatically. And I mean dramatically. From -146.63% To +14.11% in 2.5 weeks! In my last […]

TTI’s Personal US Fund + TT Holdings Fund Results YTD

I’d just let the figures do the talking. There’s too much stuff to track now, and it’s getting messy and arduous. In the longer term though, as I shift my personal funds into the holdings’ fund, it’d simplify things a bit more. Gotta eat my own cooking. In the meantime, here goes: (I’m excluding my […]

ThumbTack Fund. #$TR!J%@F()*&(*%#!!

This is the sequel to: Birth Of A New ThumbTack Fund: GFH Fund My luck couldn’t be any worse. I entered into 5 long positions for the portfolio, selling put options on AVGO, V, CTL and JNJ.  I’ve also sold calls on VXX (it’s a long position cos I’m indirectly shorting volatility). Total premiums: USD […]

Birth Of A New ThumbTack Fund: GFH Fund

I’ve spent the past several weeks since I’m back, trying to figure out the various methodologies, and what is the most commonly used (amongst professional money managers, that is) ways to track returns. Yes, it sounds trivial, but I’ve been taking it really seriously. I’d explain why later. As with the bulk of my DD […]

“Treh-Bu-Quah!!!”

TTI is back after a 1 month hiatus. I’ve been ticking off life goals… in an earlier post, (It’s somewhere around here. Lazy to go dig through and link it to this.) a reader commented that I should visit Mont Saint Michel in France over the famed Meteora in Greece… and since he’s actually visited […]

11% Returns In A Single Day. Thank You Blue Orca Capital!

Damn, the title looks so clickbait-ish. Except it’s not: Approximately USD 5.5K + of returns in 1 day, with an invested capital of approximately 50K +. Here’s the story. 3 days ago, Blue Orca Capital released a short attack on data centre operator, GDS Holdings. You can read the specifics here: https://static1.squarespace.com/static/5a81b554be42d6b09e19fc09/t/5b6070a60e2e72e41d0d78aa/1533046975799/Blue+Orca+Short+GDS+Holdings+%28NASDAQ+GDS%29.pdf BTW, I love how […]

Wow. In My 4 Years Of Experience In Options… This Is A First.

I wasn’t intending on a post so quickly after the previous one. But this is quite crazy. Some recent positions have done really well, really quickly. I’ve written, in real time, about each of these positions in InvestingNote. First, I bought some shares in Singtel at $3.12, trading it a mere 2 days later at […]

Smile Just Got A Bit Wider

Thanos snaps his fingers and half the multiverse population disappears. TTI snaps his fingers and US ROI doubles. Yea, if u haven’t figured it out, TTI is a fan of Thanos. Avengers? Bleh. I don’t understand why is Thanos the villain. I know I’m the odd one out cos when I discussed my views, none […]