Category: ThumbTack Investor

Investing Is A Weird Game

In general, for most games or activities that we engage in, most folks get better at it with effort and time. In other words, the results of said activity has some sort of positive correlation with the amount of effort and time put into that said activity, of course, adjusted for the confounding effects of […]

Bulls Make Money, Bears Make Money, Pigs Get Slaughtered

I’d just let the pictures do the talking this time around. OVERALL SUMMARY: Exhibit 1: Exhibit 2: Exhibit 3: Exhibit 4: Exhibit 5: Exhibit 6: Exhibit 7: These humans… they can be so predictable sometimes.

ThumbTack Fund Report 9 – “You Should’ve Gone For The Head”

YEAR TO DATE (2021): SPY: +21.98% VT: +17.15% STI: +8.44% TTF: +53.82% SINCE INCEPTION (FEB 2020): SPY: +26.15% VT: +22.99% STI: -1.41% TTF: +82.40% For reference, last TTF report: Note: Returns are MWRs, all figures in USD TTF’s NAV: USD 1,199,086.20 Deposits/Withdrawals: USD 774,276.48 Nett capital gains since inception: USD 424,809.72 As you can […]

Final Boarding Call – #SPRT

“This is the final boarding call for SPRT passengers for flight number TTI100000000000000001 to the moon. Pls proceed to Gate #1billion immediately.” “Ladies and gentlemen, welcome onboard flight number TTI100000000000000001, departing mediocrity for the moon. My name is TTI and I’m your captain for this flight. We ask that you please fasten your seatbelts at […]

ThumbTack Fund – New No.1 General

Broadcom (AVGO) has been occupying the top general spot since inception, sitting pretty at the top for the past 14 months. During my last update, the 5 “generals” list is: TTI’s 5 Generals Broadcom (AVGO) Alibaba Group (BABA, 9988) Rocket Companies (RKT) Pershing Square Tontine Holdings (PSTH) Still interviewing applicants Over the past 3 weeks […]

ThumbTack Fund Report 8 – What Are These Bots Doing?

1st up, can you guys go watch this video that I took a few days ago, watch it, and tell me (if u know), what exactly are the bots or people behind the bots hoping to accomplish by doing this? (Sorry about the ticking sound, didn’t realize my study room clock is so noisy in […]

Outlook on Electric Vehicles – Hype or Hope?

We witnessed a mini bloodbath in the global stock markets in the past one month – particularly so for counters listed on NASDAQ as a result of the tech sell-off; attributed to the recent announcement of treasury yields and Powell’s speech. Take a look at the NASDAQ Composite (IXIC) below: The index dipped to its […]

ThumbTack Fund Report 7 – 大难不死,必有后福

“大难不死,必有后福” = “If you survive a major calamity, you’d certainly have great fortune subsequently” ThumbTack Fund (TTF) was incepted at the beginning of Feb 2020, right before the pandemic became a real thing. On the very 1st month in Feb 2020, the fund got a -29.59% hit, and this was followed by another bright red […]