Full Time Private Investor
2012 YTD Return (as of 9/13): 54.7%
Former software developer, analyst, manager, and consultant. My largest investments are in hardware and software. My primary focus is on mobile and enterprise/cloud companies.
My predictions and forecasts have yielded positive returns and I am long on the following investments:
AAPL, CRUS, AMZN, TIBX, GOOG, YELP, SPLK, VMW, V, VOD, FB, RAX
I am formerly long, but am presently negative on the near term prospects for the following: CTXS, QCOM, OCZ, ZNGA
Recent Winners:
Buying AAPL, RAX, YELP, & FB on dips
Recent Losers:
FIO: A decent prospect, but I tried to get too clever
...More
with market timing. Thought it would drop more and sold off with plans to re-enter lower. Instead it went back up. Oops.
ZNGA: I don't really get social gaming but thought I was missing something. Lesson learned.
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