Category: ThumbTack Investor

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% […]

APAC Realty – Acquisition Of ERA Centre Is Cashflow Negative

Well, at least until October 2023. But first, let me state that this post is not exactly a discussion on APAC Realty. I don’t own APAC Realty’s shares, I traded it twice, and was fortunate to walk away with a mere couple of grand in profits, but that’s about it. This is specifically, a discussion […]

Guess The Company

Just less than a year ago, I scratched my head and stared at one of the new catalist IPOs. It seemed like a terrible joke then, and I think I was as unsubtle as I could possibly can then. These were the comments I made then in response to news of its IPO: And these […]

Best. January. Ever.

January 2019 is making the -8.8% in 2018 feel like a distant memory. Since my last post, I’ve received some queries asking about my specific positions. With the CNY break around the corner, I’ve some time to put all this up. Some have asked me why I’m no longer putting up my extensive writeups on […]

1st Post Of 2019.

Just realized that it’s been >1 month since my last post. Have been swarmed with work and life in general. And what’d you know… Just as I was typing this post, I got this email: LOL. Yea. Exactly 37mins ago. Anyway, the 1st post in 2019 will be just a random mish mash of whatever […]

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 […]