Investing
For current and past asset allocations, see Articles.
I do not do any angel investing, VC, or crypto.
Stocks are mostly tech with the largest positions listed below.
Other stocks include index-adjacent such as $VEA, $VTI, $IVV, $QQQ, and $BRKB. All stocks are self-managed except a bit at Saber Capital and another place.
These are my largest investments in public company stocks. Positions were started in the year listed.
Company | Thesis |
Cloudflare | Edge compute and TAM expansion |
Tesla | Blind faith in Elon Musk |
Google | Early AdWords customer |
Amazon | Early retail customer |
I’m a limited partner in a few small real estate deals.
Property | Notes |
|---|---|
Hotel | 15-room boutique |
Motel | 40-room downtown |
Land | Commercial development |
Industrial | Cold storage facility |
Industrial | Class B warehouse |
Houses | Single-family homes via SFR3 |
Real estate assets are conservatively valued at my basis. I have no way to accurately value them otherwise.
For current and past asset allocations, see Articles.
If you’re interested in more of my investment writing, you might enjoy these articles on my personal blog: