Category: ThumbTack Investor

Moment Of Silence Please.

I’ve previously written several times about the absurdity of Beyond Meat’s valuations, and what the market thinks the company would do. To Infinity & Beyond? Nah! I’ve also been shorting BYND by selling naked calls on it for the past several months, and BYND has been extremely well behaved, going in an almost linear fashion […]

+1,680% In 4 Years!

No, silly. That’s not my performance. I wish. As my posts get far and infrequent, each would naturally be a mish mash of several stuff that’s unrelated. So, of course, I’d choose the 1 with the most attention grabbing headline. It’s not scammish though… I’m featuring a friend’s performance. More on that later… @Homan (From […]

To Infinity & Beyond? Nah!

Happy Mid Autumn Festival Guys! I’ve come to realize that since my investing thesis on Avenue Therapeutics (Avenue Therapeutics – No Pain, Lots Of Gain?), I suddenly have a band of American readers/fellow investors/subscribers. Apparently, a friend highlighted to me that if you google Avenue Therapeutics, SG TTI’s post on the company is in the […]

TTI’s Portfolio Performance – May 2019 + Avenue Therapeutics Updates

May 2019’s a tough month, and no, there’s no new “Best. May. Ever” series… (Continuation of these:) Best. January. Ever. Best. February. Ever. Best. Mar……….. You Know The Drill! TT Portfolio Performance & Review Like most of everyone else, TTI’s portfolio ROI declined in May, alongside the volatility and market uncertainties from the trade wars. […]

Avenue Therapeutics – No Pain, Lots Of Gain?

In an earlier post, I posted a teaser for a new investing thesis: Best. Mar……….. You Know The Drill! Yup, the numbers look absolutely horrendous: The company has no revenue, and losses are chalking up y-o-y. Balance sheet looks terrible too. Negative equity! Ouch. So why is TTI even bothering to look into this, much less […]

Portfolio Divergence From Benchmarks – Thanks Trump!

The 1 major headline in the past few days has certainly been all about the US-China trade negotiations and Trump’s threat to hike tariffs 2 days from now. In the midst of all the uncertainty, the global markets have been roiled and US markets have taken a tumble this week. Whilst I have not predicted […]

TT Portfolio Performance & Review

Just realized that my last overall portfolio performance update was back in June 2018, and I haven’t been updating it for the past 10 months. The page is now updated and revamped. I’ve added in a line chart of the portfolio size, going back to 2011 since I’ve started tracking. Note that this includes any […]

Best. Mar……….. You Know The Drill!

Oh Boy. I really could get used to this. 1 post every mth, “Best ____ Ever” everytime. I’d let the stats do the talking: With yesterday’s massive rise, a huge 15.61% portfolio gain in a single day, the ROI has shot up to 37.76% YTD. NAV sits at USD 606,056.73, crossing the USD 600k mark […]

Best. February. Ever.

OK, not exactly. It’s more like best YTD ever. And that’s only for US/Global portfolio. But I wanted a title for this post that’s a continuation of: Best. January. Ever. You know… kinda like how some stamps come in a set or a series. A picture speaks a mod-zillion words: I’ve said at the 22% […]