Investing

This was my first portfolio.

Not knowing what to do for my high school senior project I decided to use my Scottrade portfolio as a learning opportunity. Articulate my thought process and communicate what I was learning in technical terms.

As of today I’m starting from scratch.

Below is a list of financial advisors, newsletters and resources I take financial advise from. I’ve also included current trends and startup investment opportunities I would invest in.

Firms

Ritholtz Wealth Management

Brighton Jones

Rose Capital Advisors

People

Blythe Masters

Jamie Dimon

Warren Buffett

Bill Gates

Dr. Michael Burry

Podcasts

Animal Spirits

WSJ The Future of Everything

WSJ Secrets of Wealthy Women

Breakthrough Dialogues

This Week in Machine Learning & Artificial Intelligence

High Resolution

The Crazy One

Newspapers, journals and quarterlies

New York Times

Wall Street Journal

Barrons

Bloomberg

CNBC

Twitter

Worth Financial Intelligence

Being open and curious in general. I’ll pretty promiscuous when it comes to information then curate through it.

Startups

Textiles and manufacturing

Bolt Threads

Thread International

Carbon 3D printing

Desktop Metal

Industrial design

Medical

Butterfly HQ handheld ultra sound

Microsoft Inner Eye

Halo Neuroscience

Vicis

Open Bionics

Material

FlexFoil by Flexsys

Technology

Machine Learning

OpenSpace watching

Privacy Labs watching

Emotion Recognition and Eyetracking Software

Affectiva

Eyefluence purchased by Google

Beyond Verbal watching

Real Estate

Bungalow Living

PeerStreet

New Story 3D printed homes nonprofit

AbiliTrek “Yelp” like app to help people with disabilities

Accomable acquired by Airbnb

Yielders watching

Divvy Homes watching

Suitness watching

Fintech

Keyo

Everledger watching Everledger is an open ledger for tracking hard assets like diamonds in addition to current proof of provenance. Houses of luxury have to craft their own products. They can’t claim expertise if they don’t do this. Everledger, a SAAS company, compliments this authenticity adding another layer to the microscopic laser inscription found in high end stones.

Blossom

Coinme

Ellevest watching 

Affirm

Community Sourced Capital closed shop

Trov watching 

MicroVentures platform for investment opportunities

Bolt watching

Environmental

Climate and Food

Climeworks

National Young Farmers Coalition nonprofit

Harvest Returns watching

Good Food Jobs

Climate Corporation, FieldView acquired by Monsanto

Growing Veterans nonprofit

Water

IDE Technologies

Lifestyle

Goop

Diamond Foundry

Restoration Hardware I remember coming across them before they become “popular” 

Something similar to Kettle Chips just not owned by the Moonies


Other investment areas I’m watching

Airlines as software companies

I got to hear a presentation on designing this, and was throughly impressed by it’s Howard Hughesness and Starbucks customer service template. Article, Actual Design.

Consent driven biometrics – voice, eye and biomechanics

Thermohaline Circulation e.g. climate change

Lab grown food – This space is interesting to me considering my background in big fish. The concept of organic products who has the right to use the word “meat”, “organic” and who has vertical protection under the Capper-Volstead Act.

Insurance and logistics of food –  Food is essentially a logistics business. Looking at insurance and logistics through climate change. Climate volatility and food variability.

Carbon sinking and additive manufacturing

Desalination both large scale and modular

Working farmland with access to water

Timber

Augmented reality

Virtual instructions and hardware – Lets bring Kim Kardashian and other influencers and Youtube stars into my bathroom for a makeup tutorial.

And, cooking instructions of course.

Medical mixed reality – I’d pay a fair amount of money to see and interact my disease. Lesions on my brain and spinal cord. Project Inner Eye from Microsoft Garage is a good example of this.

 

Machine Learning – Open ended evolution, and anchoring simple concepts to contexts and building complexity through chronobiology and reproducibility.

Fintech

Function and demographics E.g. Blossom finance is crowd sourcing Shariah compliant finance option.

Net brand perspective I really love Wealthsimple’s online magazine and video archive. The cinematography (creative direction) comes in controlling what the viewer sees through layering of color, music, and character archetypes.

Simple bank, and Triodos Know Where Your Money Goes map is also pretty great.


Notes

Open Bionics – In the movie Wonder, a young boy with a deformed face is having lunch with a new friend. The friend asks why the young boy doesn’t get plastic surgery, and his response is “Dude, this IS what my face looks like after plastic surgery.”

If you’re watching the assistive technology space there’s a lot of great companies doing great things. Open Bionics caught my attention as a designer because it acknowledges the mental hardship of being disabled, and designed something special into it.

Bungalow Living If a homeowner wants to rent an investment property and doesn’t want to deal with the details, Bungalow takes care of it. Applicants, credit checks, etc.

As a rentee, Bunglow checks for roommate compatibility, sets up Wifi, and supplies designer furniture plus basic kitchenware.

My concern with Bungalow is that they over retrofit the houses to fit more people in them. Adding a 10’x10′ bedrooms in living rooms and basements, often where they shouldn’t be.

The question for me is, would I as a rentee want to be there? Do the makeshift walls change the air flow and light dynamics in the house? Does forcing proximity between transient people create tension in the house? How does this affect turnover and the company’s bottom line?

Blossom Finance – Taken from AngelList:

“Blossom enables investors to grow their wealth by helping micro-entrepreneurs in emerging markets.

Muslims make up 27% of the world’s population but are prohibited from dealing with interest-based lending products. . . that mean 27% of the world can’t charge or pay interest but still needs capital to buy cars, run businesses and grow companies. Blossom brings p2p lending platform best practices to an underserved market. The business model is proven and the success of p2p finance in the non-muslim world proves that the market is ready. Matthew understands fintech and is a compelling founder. This is a huge opportunity.”

I try to be aware of contemporary events and conversations. Including fashion and cultural appreciation and appropriation. I’ve lived an immensely lucky life and know that comes with some sheltering.

Be it business, sports, music, food, fashion, culture or banking. Let’s make you more you. Let’s honor you.