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Investing in Mavericks: Venture Capital in the Stock Market
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This investing approach applies "Venture Capital Investing", but to the Public Markets.

In Short:
(1) We are looking for companies poised to become the best companies of our time. Think, Amazon or Netflix in the early days. Companies that, if successful, have the potential to 10X in 10 years or less.
(2) This approach really comes down to envisioning what the world MAY be like in the future, and investing in companies who can make that proposition a reality.
(3) We want these companies to be run by visionaries, and we will aim to own these stocks for long periods of time.

What's The Goal?
My goal is to outperform Index Funds over the long term, by striving to build portfolios that can double in 3-5 years.

What To Expect?
(1) This approach will likely result in many failed individual investments (just like Venture Capitalists experience), but I also believe this investing approach can be quite lucrative, if executed well, and patiently.
(2) We will use Coffee Can Portfolios to make our investments.

What Is A Coffee Can Portfolio?
The idea of a Coffee Can Portfolio is simple: You try to find the best stocks you can and let them sit for years. You incur no costs with such a portfolio, and it is simple to manage.
Note: The intention behind the Coffee Cans below is to own them for atleast 3-5 years.
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Investment PerformanceReturns (since 4/2019)
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Amount Invested Per PortfolioTotal PurchasePortfolio Value at 3 year mark3yr ProfitSPY 3yr ProfitAlpha
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Coffee Can (Basket of Stocks)S&P500 ReturnProfitOutperformanceStart Date
End Date (3 Years)
$1,000$16,000$30,956$14,956$5,316$9,640
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Coffee Can 1: The First One52.80%107.07%54.27%4/4/20194/3/2022$2,000$32,000$61,911$29,911$10,631$19,280
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Coffee Can 2: Doubling Down29.96%208.76%178.79%12/16/201912/15/2022$5,000$80,000$154,778$74,778$26,578$48,199
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Coffee Can 3: Flywheels57.21%380.44%323.23%3/4/20203/4/2023$10,000$160,000$309,555$149,555$53,157$96,399
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Coffee Can 4: New World Order54.64%200.26%145.62%5/4/20205/4/2023$50,000$800,000$1,547,776$747,776$265,784$481,993
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Coffee Can 5: Take Fives37.67%54.79%17.13%6/2/20206/2/2023$100,000$1,600,000$3,095,553$1,495,553$531,567$963,985
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Coffee Can 6: Final 202034.52%46.48%11.97%9/8/20209/8/2023
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Coffee Can 7: Blue Ocean22.36%126.42%104.06%12/30/202012/30/2023*Avg Coffee Can Return93.47%61.7
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Coffee Can 8: This... and That26.57%77.08%50.51%3/10/20213/9/2024
*Avg Coffee Can Outperformance
60.25%
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Coffee Can 9: Falling Knives23.27%-37.41%-60.69%5/26/20215/25/2024
*Assumes Equal Amounts Invested in each Portfolio
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Coffee Can 10: Mix & Match23.15%96.96%73.81%6/15/20216/14/2024
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Coffee Can 11: Globetrotter26.68%-33.94%-60.62%8/27/20218/26/2024
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Took a Break in 2022/2023 ...
Had a Baby (yay!)
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Coffee Can (Basket of Stocks)S&P500 ReturnProfitOutperformanceStart Date
End Date (3 Years)
Last UpdatedDays Invested
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Coffee Can 12: NEXT49.09%28.69%-20.40%12/1/2023Active7/19/2026961
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Coffee Can 13: ECLECTIC29.91%33.71%3.80%7/12/2024Active7/19/2026737
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Coffee Can 14: Tariff Mania24.79%93.57%68.78%1/3/2025Active7/9/2026552
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Coffee Can 15: Name Me Not25.47%48.49%23.02%5/15/2025Active7/9/2026420
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Coffee Can 16: New Beginnings13.46%64.17%50.71%9/8/2025Active7/9/2026304
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Coffee Can 17: ______________9.17%19.89%10.72%1/26/2026Active7/9/2026164
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Coffee
Can
InvestmentTickerBuy
Date
Buy
Price
Current or
Sale Price
ReturnPositiion
Size
S&P
@ Purchase
S&P
Return
Outperformance
Days
Invested
Days To DoubleInvestment
Notes
Max
Drawdown
Annualized
Return
Market Cap (Billions)
Today's
Return
Notes
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1: The First OneEventbriteEB4/4/2019$20.60$15.07-26.84%11.11%$287.1852.87%-79.72%1047--72.28%-10.32%$0.45Recap 1: [link]
Recap 2: [link]
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EventbriteEB5/2/2019$16.53$15.07-8.83%11.11%$291.1850.77%-59.61%1019--65.46%-3.26%$0.45Sold EB on 2/14 for $15.07
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TeladocTDOC6/13/2019$59.08$95.9562.41%11.11%$289.5857.95%4.45%903251Link-7.62%21.65%N/ASold TDOC on 12/2 for $95.95
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TeladocTDOC8/1/2019$71.35$95.9534.48%11.11%$294.8455.13%-20.66%854210Link-23.50%13.50%N/ASold TDOC on 12/2 for $95.95
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MongoDBMDB8/20/2019$164.49$438.00166.28%11.11%$290.0958.15%108.12%906479Link-42.97%48.37%$25.12Sold MDB on 2/11 for $438
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BaozunBZUN8/21/2019$44.84$13.92-68.96%11.11%$292.4556.88%-125.83%838--72.03%-39.92%N/ASold BZUN on 12/6 for $13.92
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TeladocTDOC9/13/2019$72.29$72.880.82%11.11%$301.0945.81%-44.99%885167Link-16.93%0.34%$1.70Sold TDOC on 2/14 for $72.88
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Trade DeskTTD10/3/2019$19.07$79.90319.09%11.11%$290.4251.66%267.43%862258Link-28.67%83.45%$8.74Sold TTD Stock for $79.9 on 2/11; Split: Divide price by 10
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EtsyETSY11/25/2019$42.71$249.93485.18%11.11%$313.3745.96%439.22%738172-29.88%139.60%N/ASold ETSY on 12/2 for $249.93
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2: Doubling
Down
Trade DeskTTD12/16/2019$25.68$90.02250.57%25.00%$319.5041.92%208.65%718261Link-47.03%89.21%N/ATTD Stock Split: Divide price by 10
Sold TTD on 12/3 for $90.015
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MongoDBMDB1/6/2020$139.94$203.7145.57%25.00%$323.6420.39%25.18%1074329Link-32.96%13.61%$25.12
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EtsyETSY1/6/2020$44.69$249.93459.25%25.00%$323.6441.33%417.92%696165-32.98%146.64%N/ASold ETSY on 12/2 for $249.93
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BitcoinBTCUSD2/11/2020$9,661.87$17,356.5879.64%25.00%$335.2616.22%63.42%1038288Link-60.86%22.87%$319.21~1/2 $10,302.04 on 2/11/2020 and ~1/2 $9021.69 on 2/25/2020 (BTC)
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3: FlywheelsCloudflareNET3/4/2020$23.38$194.31731.09%20.00%$312.8649.45%681.64%628222-35.63%242.38%N/A~1/2 @ $22.73 on March 4, 2020 and ~1/2 @ $24.06 on April 27, 2020 (NET)
Sold NET on 11/22 for $194.31)
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Mercado LibreMELI3/10/2020$513.93$1,256.26144.44%20.00%$288.4240.24%104.21%1089118-17.84%34.93%$91.96~1/3 @ $591.26 on March 10, 2020 and ~1/3 @ $519.58 on March 20, 2020 and ~1/3 @ $463.00 on March 23, 2020 (MELI)
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PinterestPINS3/20/2020$12.68$26.68110.41%20.00%$228.8076.78%33.63%1079108Link-9.54%28.61%$13.00
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TeslaTSLA4/7/2020$111.28$1,162.54944.74%20.00%$265.1374.22%870.52%57485Link-68.11%344.61%N/ASold TSLA @ 1,162.54 on 11/2; Stock Split: Divide price by 5
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DocusignDOCU4/9/2020$89.67$64.15-28.46%20.00%$278.2045.39%-73.85%105983-55.87%-10.90%$10.07
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4: New World OrderSlack/SalesforceCRM5/4/2020$26.55$41.7257.13%20.00%$283.5742.87%14.26%1095-Link16.26%$139.86Update 1: [link]
Note: Updated for CRM/WORK Acquisition ($26.79/sh cash + 0.0776 CRM shares per share of WORK)
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TeladocTDOC5/4/2020$170.71$95.95-43.79%20.00%$283.5761.30%-105.09%577-Link-45.55%-30.54%N/ASold TDOC on 12/2 for $95.95
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Mercado LibreMELI5/4/2020$596.30$1,213.38103.48%20.00%$283.5742.87%60.62%109593-0.60%26.72%$91.96
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CloudflareNET5/4/2020$22.88$194.31749.26%20.00%$283.5764.89%684.37%567158-1.53%296.33%N/ASold NET on 11/22 for $194.31)
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ShopifySHOP5/4/2020$620.64$1,459.97135.24%20.00%$283.5761.30%73.94%577232-90.06%71.79%N/ASold SHOP on 12/2 for $1459.9749)
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5: Take FivesAxon EnterpriseAXON6/2/2020$83.33$162.2094.65%11.11%$308.0848.47%46.18%548232-6.06%55.83%N/A~1/3 @ $95.17 on June 2, 2020 and ~2/3 @ $79.12 on August 18, 2020 (AAXN)
Sold AXON for $162.2006 on 12/2/2021.
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UpworkUPWK6/16/2020$12.23$48.04292.80%11.11%$312.9638.92%253.89%394142-5.07%255.18%N/ASold UPWK for $48.04 on July 15 2021.
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PinterestPINS6/29/2020$21.75$23.477.91%11.11%$304.4640.55%-32.64%106894Link-25.79%2.64%$13.00
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FiverrFVRR6/29/2020$71.13$27.15-61.83%11.11%$304.4640.55%-102.38%106886-64.19%-28.05%$0.40
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Appian CorpAPPN7/6/2020$50.28$69.4438.11%11.11%$317.0544.27%-6.15%514133-12.43%25.77%N/ASold APPN for $69.44 on 12/2.
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RokuROKU7/6/2020$133.84$211.4457.98%11.11%$317.0544.27%13.71%514140-3.87%38.37%N/ASold ROKU for $211.44 on 12/2.
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VisaV8/7/2020$197.12$228.7916.07%11.11%$334.5727.90%-11.84%1029--11.42%5.43%$675.57
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Five BelowFIVE8/13/2020$111.12$182.5564.28%11.11%$336.8327.04%37.24%1023362-4.56%19.38%$11.20
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NetflixNFLX8/13/2020$48.16$40.05-16.83%11.11%$336.8327.04%-43.88%1023--66.21%-6.36%$290.33adjusted for split
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6: Final 2020EtsyETSY9/8/2020$114.43$239.41109.22%20.00%$333.2140.54%68.68%455150-41.73%80.80%N/ASold ETSY for $239.41 on 12/7.
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UberUBER9/8/2020$34.46$47.2437.09%20.00%$333.2133.71%3.38%1095--42.25%11.09%$147.50
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RokuROKU9/28/2020$183.86$83.47-54.60%20.00%$334.1933.31%-87.91%1075101-79.19%-23.52%$21.43
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Appian CorpAPPN9/30/2020$66.03$69.445.17%20.00%$334.8936.58%-31.41%42854-5.66%4.39%N/ASold APPN for $69.44 on 12/2.
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BitcoinBTCUSD10/9/2020$11,000.00$25,909.41135.54%20.00%$346.8528.45%107.09%106469Link-1.55%34.16%$476.51
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7: Blue OceanOpera LimitedOPRA12/30/2020$8.46$12.7150.19%16.67%$371.9927.06%23.13%1095-Link-53.68%14.52%$1.73
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Zoom VideoZM1/4/2021$360.58$69.15-80.82%16.67%$368.7928.16%-108.99%1090--83.67%-42.48%$26.72
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Upstart HoldingsUPST1/4/2021$42.98$349.90714.10%16.67%$368.7924.03%690.07%33237-11.47%902.76%N/ASold UPST (60% on 9/28 for $308.79 & 40% on 12/2 $161.56)
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EthereumETHUSD2/7/2021$1,602.41$2,300.4043.56%16.67%$390.5121.03%22.52%105685#N/A13.31%$263.58
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DocusignDOCU2/8/2021$250.61$232.02-7.42%16.67%$390.5117.13%-24.55%297--28.38%-9.04%N/ASold DOCU on 12/2 $232.015
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Unity Software Inc.U2/24/2021$112.53$156.3438.93%16.67%$391.7716.75%22.18%281--32.46%53.28%N/ASold U on 12/2 for $156.335
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8: This... and ThatMetromile (acq by LMND)LMND3/10/2021$11.29-91.89%16.67%$389.5831.24%-123.13%1095--9.03%-56.72%$5.16
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GoodRxGDRX3/10/2021$42.70$7.35-82.79%16.67%$389.5831.24%-114.03%1095--91.05%-44.37%$1.06
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Peloton InteractivePTON3/11/2021$114.23$4.71-95.88%16.67%$393.5329.92%-125.80%1094--96.53%-65.49%$2.65
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Mercado LibreMELI3/11/2021$1,501.18$1,547.323.07%16.67%$393.5329.92%-26.85%1094--59.99%1.02%$91.96
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Upstart HoldingsUPST3/17/2021$58.50$349.90498.12%16.67%$397.2615.14%482.98%2601-6.84%1131.66%N/ASold UPST (60% on 9/28 for $308.79 & 40% on 12/2 $161.56)
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Rolls RoyceRYCEY5/24/2021$1.47$4.87231.86%16.67%$419.1721.97%209.88%1020906-51.62%53.61%$153.30
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9: Falling KnivesBumble Inc.BMBL5/26/2021$42.72$11.56-72.94%16.67%$419.0726.43%-99.37%1095--76.99%-35.32%$0.44
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SpotifySPOT5/26/2021$237.98$310.2930.39%16.67%$419.0726.43%3.96%1095--70.88%9.25%$98.32
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Metromile (acq by LMND)LMND6/2/2021$9.04acquired-89.88%16.67%$420.3326.05%-115.92%1088-13.61%-53.62%$5.16
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JD.comJD6/3/2021$76.56$65.94-13.87%16.67%$418.775.31%-19.18%53--72.80%-64.23%N/ASold JD for $65.94 on July 26 2021.
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MongoDBMDB6/4/2021$296.79$335.8613.17%16.67%$422.6025.37%-12.20%1086--54.46%4.24%$25.12
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Palantir TechnologiesPLTR6/4/2021$24.04$19.61-18.42%16.67%$422.608.23%-26.66%181--75.37%-33.67%N/ASold PLTR on 12/2 for $19.6113
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2X China Internet ETFCWEB7/28/2021$244.62$37.50-84.67%16.67%$438.8320.73%-105.40%1032-Link-92.83%-48.48%#N/AReplaced JD w/ CWEB on July 28
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10: Mix & MatchContextLogic Inc.WISH6/15/2021$11.72acquired-83.69%20.00%$424.4827.87%-111.56%1095--97.01%-45.36%$0.01
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TwilioTWLO6/16/2021$336.17$54.24-83.87%20.00%$422.1128.59%-112.45%1094--87.80%-45.59%$31.38
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Unity Software Inc.U6/17/2021$103.36$141.9037.29%20.00%$421.977.45%29.83%169151-10.51%98.27%N/ASold U on 12/3 for $141.9
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SolanaSOLUSD7/20/2021$23.19$143.09517.11%20.00%$431.0625.92%491.20%106026-64.89%87.13%$30.87
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EthereumETHUSD7/20/2021$1,751.88$3,467.9797.96%20.00%$431.0625.92%72.04%106042-1.70%26.51%$263.58
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11: Globetrotter1X China Internet ETFKWEB8/27/2021$48.23$25.55-47.02%16.67%$450.2524.55%-71.58%1095-Link-64.30%-19.09%#N/A
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2X China Internet ETFCWEB8/31/2021$221.50$26.39-88.09%16.67%$451.5624.19%-112.28%1091-Link-92.08%-50.92%#N/A
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AirbnbABNB9/20/2021$161.87$115.71-28.52%16.67%$434.0429.20%-57.72%1071--49.40%-10.81%$86.64
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RedfinRDFN9/20/2021$48.90$8.23-83.17%16.67%$434.0429.20%-112.37%1071-#N/A-45.52%#N/A
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UberUBER9/21/2021$43.96$72.6165.17%16.67%$433.6329.32%35.85%1070--54.73%18.67%$147.50
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Coupang IncCPNG10/21/2021$29.21$22.78-22.01%16.67%$453.5923.63%-45.65%1040--69.26%-8.36%$29.83
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12: NEXTBitcoinBTCUSD12/1/2023$38,000.00$64,382.3869.43%20.00%$459.1061.90%7.53%961341Link-0.98%22.17%#N/A#N/A
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KraneShares CSI China Internet ETFKWEB2/13/2024$24.50$29.9322.17%20.00%$494.0850.44%-28.27%887-Link-5.18%8.59%#N/A-2.44%dividends so far: (1.02495+2.09623)