Category: ThumbTack Investor

Options Records In Oct & Nov 2017

It’s been a very very busy period for me, and I’m juggling many balls at once. So I shall take the easy way out and just cut and paste my options transactions in the past 2 months. Anyway, I am also genuinely interested to know what’s the cashflow like for the past 2 months. I […]

TTI’s New Core Position: Shinsho Corporation & Kobe Steel

Traditionally, towards the end of the year, me and my wife would discuss travel plans for the next year. We each get to choose 1 destination, and we’d fill in the spots with nearer, easier to get to places as and when time (and mood) permits. Here’s my pick for 2018: Make a guess where […]

TTI Is Banking On The Eighth Wonder Of The World

It’s funny how my portfolio updates and performance tracking posts generate so many views. It really is. It takes me minimal time to write up those posts, since I track the returns on my own anyway, so it’s just cutting and pasting. It doesn’t take much effort to pen my thoughts either since I’m very […]

TTI’s Portfolio Updates – November 2017

October 2017 was a busy month for me, in terms of portfolio changes. I made 2 complete divestitures, and feel really good about them. This is just a quick update, and some of my accompanying thoughts as we go into the earnings season next week. 1. LTC Corporation I currently own 240,000 shares. LTC did […]

Wealth Destruction Behaviors – TTI’s Personal Anecdotes

For those who have requested for complimentary SGX Bull Charge tickets and signed up, SGX has informed me that race pack collection will be available from 3rd November onwards. SGX will send you guys another email closer to the date, so do look out for that. I’d probably take it as a time trial, so […]

FY17Q3: STI, TTI Is Hot On Your Heels!

As always, some admin/frivolous stuff first. For those who have contacted me to get your complimentary SGX Bull Charge 2017 tickets, SGX should’ve dropped you guys an email the past week to register. If you have not received it, pls check your spam folder. If you still have not received it, pls drop me an […]

SGX Bull Charge 2017! + Other Recent Developments

Nope, this post is not about the bull market. It’s mostly about SGX’s annual charity run. But in the true spirit of SG TTI’s typical posts, let me 1st talk about some frivolous stuff, updates etc. In a recent post, I talked about 2 recent additions to TTI’s portfolio: TTI Bought >$100K Worth Of Equities […]

Addendum To Previous Post…

This is an addendum to my previous post (which was just yesterday actually): TTI Bought >$100K Worth Of Equities In July… Howard Marks’ Memo Better Don’t Come True Right Now! I’ve received quite a number of queries regarding options, particularly on how I structured them. While I’ve replied every email and comment, I’d just summarize […]