๐ฃ๏ธ Investor Talk #19: Gav Blaxberg
CEO - WOLF Financial
Welcome to Investor Talk โ where we interview successful investors to uncover their journeys, strategies, and the lessons they've learned. Get inspired by real stories and gain valuable insights to sharpen your own investment approach.
Every interview follows the same set of sharp, insightful questions โ such as โWhat is your investment strategy?โ, โWhat are your highest conviction stocks?โ, and โWhatโs the biggest investment mistake youโve made?โ
๐ Check out all previous Investor Talks here
In this edition, we have the pleasure of interviewing:
Name: Gav Blaxberg @WOLF_Financial @GavBlaxberg
Age: 25
Residence: United States
Invests since: 2017
๐๐ป๐๐ฟ๐ผ๐ฑ๐๐ฐ๐๐ถ๐ผ๐ป
I majored in finance and became interested in investing when companies like Snapchat went public. My goal was to benefit from these opportunities, driven by a genuine desire to participate in the growth of such companies. With a background in private wealth management at Goldman Sachs, I focused on client interactions and ensuring their investment plans aligned with their needs. Additionally, my experience at Versa Capital Management exposed me to both public and private markets.
๐ช๐ต๐ฎ๐ ๐ถ๐ ๐๐ผ๐๐ฟ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐?
I manage several portfolios, with a straightforward DCA approach for my long-term retirement portfolio, focusing on broad-based index funds for consistency and compounding. Additionally, I maintain a growth portfolio, emphasizing individual stocks of companies with soaring revenue, like Celsius and Google, where I see significant future potential.
๐๐ผ๐ ๐บ๐ฎ๐ป๐ ๐๐๐ผ๐ฐ๐ธ๐ ๐ฎ๐ฟ๐ฒ ๐ฐ๐๐ฟ๐ฟ๐ฒ๐ป๐๐น๐ ๐ต๐ฒ๐น๐ฑ ๐ถ๐ป ๐๐ผ๐๐ฟ ๐ฝ๐ผ๐ฟ๐๐ณ๐ผ๐น๐ถ๐ผ?
The number of stocks I own varies by portfolio. Currently, my growth portfolio comprises 18 positions, excluding cash. While it may seem slightly over-diversified, I've strategically included some lithium plays to capitalize on their affordability and focused on AI plays to add diversity within specific sectors.
๐ช๐ต๐ถ๐ฐ๐ต ๐๐ฒ๐ฐ๐๐ผ๐ฟ๐ ๐ฑ๐ผ ๐๐ผ๐ ๐บ๐ฎ๐ถ๐ป๐น๐ ๐ณ๐ผ๐ฐ๐๐ ๐ผ๐ป? I primarily focus on the tech sector, particularly in areas like data and AI, which I believe represent the future. Additionally, I have an interest in "cult stocks," those with a strong, dedicated following that significantly influences groups of people.
๐ช๐ต๐ฎ๐ ๐ฎ๐ฟ๐ฒ ๐๐ผ๐๐ฟ ๐ต๐ถ๐ด๐ต๐ฒ๐๐ ๐ฐ๐ผ๐ป๐๐ถ๐ฐ๐๐ถ๐ผ๐ป ๐๐๐ผ๐ฐ๐ธ๐?
My highest conviction stocks are:
$CELH - Celsius Holdings
$AAPL - Apple
$GOOGL - Google
$TSLA - Tesla
I have a significant position in Celsius due to its impressive track record. Apple, Google, and Tesla are personal favorites, as I believe in their continued innovation and integration. I've had the chance to talk with Elon Musk last year.
Additionally, I give a special mention to $WMT Walmart and $COST Costco as solid stalwarts for a portfolio due to their diverse business operations.
๐ช๐ต๐ถ๐ฐ๐ต ๐๐๐ผ๐ฐ๐ธ ๐ต๐ฎ๐ ๐๐ต๐ฒ ๐ต๐ถ๐ด๐ต๐ฒ๐๐ ๐ฟ๐ฒ๐๐๐ฟ๐ป?
My highest-return stocks are likely:
$CELH - Celsius Holdings or
$TSLA - Tesla
While I haven't invested for decades, I did achieve a 1000% return on $PLUG Plug Power, initially bought around a dollar. Tesla, a longtime passion since 2017-2018, gained traction with research during my time at Goldman Sachs, particularly witnessing early testing phases of technologies like lidar and FSD.
๐ช๐ต๐ฎ๐ ๐ถ๐ ๐๐ต๐ฒ ๐ฏ๐ถ๐ด๐ด๐ฒ๐๐ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐ ๐บ๐ถ๐๐๐ฎ๐ธ๐ฒ ๐๐ผ๐ ๐ต๐ฎ๐๐ฒ ๐บ๐ฎ๐ฑ๐ฒ?
My biggest stock mistake has been not adopting a long-term mindset, influenced by the constant updates and notifications on social media. Taking short-term gains or losses without allowing investments to play out has been a key error. Influencers like Brian Feroldi @BrianFeroldi and Nick Maggiulli @dollarsanddata have emphasized the importance of a long-term perspective, prompting the creation of my automated long-term portfolio to mitigate such mistakes.
๐ ๐ ๐ณ๐ฎ๐๐ผ๐ฟ๐ถ๐๐ฒ๐
Favorite book: How to win friends and influence people - Dale Carnegie
Favorite podcast: The Ringer Podcast Network @ringerpodcasts
Favorite quote: "The way to win people over is to keep their secrets and work harder than them." - Gav Blaxberg
Favorite FinX account: I follow a lot of great people on here. Shout out to:
- Evan @StockMKTNewz
- Whole Mars Catalog @WholeMarsBlog
- Greg @greg16676935420
๐ช๐ต๐ฒ๐ฟ๐ฒ ๐ฐ๐ฎ๐ป ๐๐ฒ ๐ณ๐ถ๐ป๐ฑ ๐บ๐ผ๐ฟ๐ฒ ๐ถ๐ป๐ณ๐ผ ๐ฎ๐ฏ๐ผ๐๐ ๐๐ผ๐?
You can find more information about me primarily on my X profile where I'm active each day.
Thatโs a wrap!
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