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TMFjbonefish

Jason Hawthorne

General Information

Name:
Jason Hawthorne
Fool Since:
February 8 2008
Aliases:
jbonefish (9/23/2020)
Where I Live:
Richmond, VA
Gender:
Male

Investing Basics

Investing Experience:
High
Risk Tolerance:
Medium
Investing Style:
Motley (i.e. Anything goes!)
Portfolio Size:
Large (12 or more Stocks)
Types of Investments:
Individual Stocks in my personal accounts, Mutual Funds and Index Funds in my 401k accounts. Have kicked the habit of options - they aren't for me.
Stocks I Own:
ILMN, DIS, FSLY, DDOG, ZM, CRWD, DOCU

Education And Work Information

School(s) Attended
University of Florida; University of Miami; James Madison University
Job Title
Vice President
Company / Organization
Bon Secours Health System
Former Jobs
VP - ADP; Master Black Belt - Booz Allen Hamilton, & GE

Interests

Personal Quote:
"Not caring what other people think is a super power"
My Interests:
Triathlons & exercise, learning about behavioral economics and hanging with my wife and step-daughter.
Person(s) I'd Like To Meet:
Bill Gurley
Favorite Restaurants or Foods:
Sushi (Island Way Grille in Clearwater, FL may have the best I've had) and there was a restaurant in Portsmouth, NH called Old Ferry Landing that had the best fried Seafood Platter I've ever had.
Favorite Vacation Spots:
Int'l: Barcelona hands down. Domestic: So and No California coast ... Terranea in SoCal is a very nice resort and the Ritz Carlton at Half Moon Bay was incredible during a recent stay.
Favorite Sports or Teams:
Florida Gators
Favorite Movies:
When Harry Met Sally, The Game (Michael Douglas/Sean Penn), The Smartest Guys in the Room, Abacus: Small Enough to Jail
Favorite Board Games:
During the pandemic have been enjoying Trivial Pursuit 2000s, The Logo Game and Wit's End with the family
Favorite Video Games:
Not playing video games now but I used to love the EA Sports NCAA football games.
Favorite Music or Musicians:
Radiohead, Wilco, REM, Ryan Adams, Interpol, Fiona Apple, Arcade Fire, Son Volt, Widespread Panic, The National
Great Books Read Recently:
Bubble In the Sun, The Great Influenza
Book Currently Reading:
Looking forward to Morgan Housel's The Psychology of Money

An Interview with TMFjbonefish

Last updated: 10/21/2013
The Fool:
What's your favorite Fool message board?
TMFjbonefish:
SA Becoming An Investing Master - TMFGebinr's valuation series is a must read
The Fool:
Make a confession.
TMFjbonefish:
I am too quick to sell both equity and options positions ... I constantly find myself saying "I wish I had held onto ___"
The Fool:
Given a second chance, what financial decision would you like to do over?
TMFjbonefish:
I backed up the truck and bought Thornburg Mortgage early on in the financial crisis ... It was a painful lesson to understand how a company financed itself and what risks were present - even if "unlikely"
[Read the full Interview]

My Story

grew up in Virginia, Political Science degree at James Madison University but partied too much, worked at a law firm and then went back to school and got a Mechanical Engineering degree at Univ. of Florida, GE Management program and lived in NH, IA, IL, NC, FL. MBA then mgmt consulting at Booz Allen in DC then the human capital field at ADP. I am now leading quality, safety, process improvement and analytics for a non-profit healthcare system.

How I Invest

Three approaches: 1 - buy small position in fast-growing companies at the forefront of a societal trend (more data usage, genomic science, digital payments, cloud security, remote everything). 2 - buy positions in mid-sized companies with great cash flow and little to no debt. 3 - buy significant positions in companies with virtual monopolies (payment network, mountains, concert tickets, search engine, robotic surgery, bond platforms, genome sequencing)

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