TMFStoneOak

Billy Duberstein

General Information

Name:
Billy Duberstein
Fool Since:
January 2 2009
Aliases:
CMFDubs82 (5/15/2019), Dubs82 (3/1/2019)
Where I Live:
Los Angeles, CA
Where I Grew Up:
Purchase, NY
Gender:
Male

Investing Basics

Investing Experience:
High
Risk Tolerance:
Medium High
Investing Style:
Long-Term Buy to Hold
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Competitively advantaged companies,, secular growers, deep value, special sits... basically, opportunities, wherever they appear!
Stocks I Own:
BRK-B, SBUX, UBNT, LMT, IBM, AAPL, AMZN, PEGI, CEQP, IPGP, BXMT, FUN, TOT, BX, DIS, AX, LC, MSFT, GOOG, FB, ET, T, FNHC, ULTA, WPM, HRTG, NLY, NPSNY, GM, AMC, MRAM, PANDY, ELVT, KR, CLDR, CTL, STOR, WPG, NFLX, IBKR, BABA, TXN, MU, DISCA, JD, HOMB, GRPN, TTD, FIZZ, GME,, CHTR, TXMD, AMZA, BPL, MDB, TSXV: KBLT, SEHK: 1810, MCHP, SMCI, LRCX, KLAC, Short Jan 2020 $22.50 Puts on DISCA, Short Jun 2019 $25 Puts on MU, Long Jan 2020 $60 Calls on MU, Short Jan 2020 $28 Puts on MU, Long Jun 2020 $70 Calls on MU, Short Jan 2019 $29 Puts on MU, Long Jan 2020 $70 Calls on MU, Long Jun 2020 $70 Calls on MU, Long Jan 2020 $80 Calls on MU, Long Jan 2020 $75 Calls on MU, Long Jan 2021 $45 Calls on MU, Short Jan 2020 $50 Puts on UBNT, Short Nov 2019 $250 Calls on UBNT, TSM, TGT, PHIIK, LIQT, GERN, CNXM, JPM,, BAC, CLF, Short Aug 2019 $101 Calls on SBUX, Long Jan 2021 $10 Calls on CLF, XLNX, NVDA, Short Aug 2019 $25 Puts on AX, Short Aug 2019 $13 Puts on LC, AER, WDC, Short Aug 2019 $36 Puts on MU, Short Aug 2019 $38 Puts on MU, Short Aug 2019 $8 Puts on CLF, Short Aug 2019 $9 Puts on CLF, Short Sep 2019 $7 Puts on CLF, Short Aug 2019 $175 Puts on Apple, PNGAY,

Investing Favorites

Books:
Berkshire Hathaway Shareholder Letters, Common Stocks and Uncommon Profits, Margin of Safety, The Little Book that Builds Wealth

Investing Expertise

My Area of Expertise:
Tech, Consumer, Media, Telecom, Financials
Money I Manage:
I manage separately managed accounts on behalf of clients. This involves buying and selling stocks on their behalf.

Education And Work Information

School(s) Attended
University of Virginia, New York University Stern School of Business.
Job Title
MF Consumer and Tech Writer
Company / Organization
https://stoneoakcapitalllc.com/

Interests

Personal Quote:
"You can see a lot, just by observing." - Yogi Berra
Favorite Sports or Teams:
NY Mets, NY Giants
Favorite Movies:
2001: A Space Odyssey, Dr. Strangelove, The Godfather, Unforgiven, Rosemary's Baby, American Beauty, The Hurt Locker, Trading Places, The Producers (original), Annie Hall, Arthur (original)
Great Books Read Recently:
"Onward" by Howard Schultz