Richard Thalheimer shares his thoughts, methods, and predictions to help you make more money with simple and effective options strategies.
Being CEO and owner of The Sharper Image, a $750MM, 200 store retailer, with a highly successful catalog and online web store, was a fascinating experience and a great teacher of lessons in what products, and what concepts, will succeed. At The Sharper Image, a lot of new products were introduced, including the first cordless phone, the f
Being CEO and owner of The Sharper Image, a $750MM, 200 store retailer, with a highly successful catalog and online web store, was a fascinating experience and a great teacher of lessons in what products, and what concepts, will succeed. At The Sharper Image, a lot of new products were introduced, including the first cordless phone, the first handheld computer, the first iPod, and hundreds of other ideas.
Seeing what succeeded, and what failed, developed a keen sense that helps today in his stock picking. Other analysts attempt to do the same sort of evaluation, but there is a vast difference of experience when comparing over thirty years of seeing what worked - and what didn't - to just inexperienced guesstimates.
Having been CEO of a NASDAQ listed public company, Richard has 20 years experience with analysts and stock listings. His years in retailing, evaluating concepts and products, give him a keen insight into what will succeed and grow, and what will not. Having talked with analysts and reporters for 20 years as a public CEO has taught valuabl
Having been CEO of a NASDAQ listed public company, Richard has 20 years experience with analysts and stock listings. His years in retailing, evaluating concepts and products, give him a keen insight into what will succeed and grow, and what will not. Having talked with analysts and reporters for 20 years as a public CEO has taught valuable lessons about how Wall Street analysts think, and when to actually have confidence in their judgement.
As a result, he’s able to better predict which company's stock price will go up. This gives him an edge in investing, and has resulted in superior portfolio performance.
Richard's Tesla investment is a case study of how he chooses stock picks. He originally visited a Tesla Showroom in 2003 when the stock was at $35. After taking a test ride, he started buying the stock. When he bought his first Tesla Model S shortly thereafter, the stock was moving up. Later he bought a second Tesla, then a third, and eve
Richard's Tesla investment is a case study of how he chooses stock picks. He originally visited a Tesla Showroom in 2003 when the stock was at $35. After taking a test ride, he started buying the stock. When he bought his first Tesla Model S shortly thereafter, the stock was moving up. Later he bought a second Tesla, then a third, and eventually a fourth Tesla.
Every experience impressed him, and he continued to accumulate the stock as a result. He has now multiplied his investment many times over, making millions in the process. His published statement in December 2018 was when the stock was at $63. He called then for a further move up, and today the stock is around $800. Source
Our purpose is to grow capital assets significantly over time. We do this by using an aggressive formula, which includes Put Options, Call Options, and holding Stock positions. We invest only in US publicly listed companies that have instant liquidity. Guarding against losses is of prime importance.
We are Stock Pickers, in the sense that we choose to invest in individual stock positions that we expect to go up in value. We do not invest in index funds, index options or other funds. We are long-term stockholders, although we do invest in options positions expiring in one week, two weeks, or two years. Our options-based strategy can help mitigate downside risk without sacrificing potential upside. We rarely, if ever, hold a short position.
The fund is somewhat diversified, in that we invest in different stock sectors, though the majority of our choices are consumer-related businesses. Also, we attempt to keep our tax obligation to a minimum. This is accomplished by the realization of losses for tax purposes, and conversely, often not realizing taxable gains unless we think the position is likely to go down in value from its current price.
Often these unrealized gains are held for years because we continue to believe in the growth of these companies.
The largest positions currently are AAPL, AMZN, CMG, TSLA, HD, LMT, SBUX, DPZ, ALGN, CRM, RH, FB, NKE, TM.
THREE YEAR PERFORMANCE CHART BELOW.
Five Year Performance Results:
2021 +42% total return
2020 +261% total return
2019 +96% total return
2018 -10% total return
2017 +92% total return
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Our Investor Relations provides timely, forward-thinking information directly from Richard, to help you craft news, understand product and market trends that make national headlines.
Ideas in the Wild: Richard Thalheimer Is Teaching Investors How to Achieve Astronomical Returns Many investors wish they could see into the minds of the investing greats. They want to learn how they make their choices, with proven methodologies that beat the market again and again. In The Sharper Investor, Richard Thalheimer offers an unparalleled look behind the scenes, laying out his system for predicting success. After spending more than twenty years curating winning products for The Sharper Image brand, Richard now applies his system to picking investments — with results that consistently beat the market. I recently caught up with Richard to learn more about why he wrote the book and the ideas he shares with readers. Read Article
Sharper Image Founder, Richard Thalheimer, Releases New Business Book
Listen to Richard Thalheimer discuss his new book, Sharper Image Success,. Get a glimpse into the complex and active mind of this successful entrepreneur who shares stories about creating his visions, taking risks, sharing rewards, cultivating generosity, and showing respect, as well as knowing there’s always a way to solve every problem.
Sharper Image Founder, Richard Thalheimer, Releases New Business Book
America's Original Tech Entrepreneur shares how he made tech-gadgetry stylish, irresistible, and profitable at The Sharper Image in his new book, Sharper Image Success.
Sharper Image Founder, Richard Thalheimer, Sees Tesla Soaring in the Future
Investor and Stock Guru, Richard Thalheimer predicts the new Model Y will become Tesla's most popular car ever and propel the company to new heights.
Sharper Image Founder, Richard Thalheimer called the Tesla move. Now, what's next?
Tesla Stock Is Reaching $900, Almost 200% Since Thalheimer's Call - Investor Thalheimer says, "Buy on Any Dip. Tesla is Heading Higher."
This CEO Thinks Tesla Is A Ford-Killer
Thalheimer, like many Tesla owners — he's owned four, so far — is pretty bullish on the company. But it's his experience watching products (like the iPod that Sharper Image first sold) get disrupted in the marketplace that informs his views on the automaker.
Sharper Image founder calls out Bob Lutz on Tesla, predicts Telsa may put Ford out of business
Thalheimer predicts manufacturers like Ford are in danger of losing their following, as they are not competitive in the new electric vehicle marketplace. Thalheimer thinks Lutz has missed the point, that what Elon Musk and Tesla are doing is extraordinary.
The Incredible Transformation of Restoration Hardware
Negotiating, Investing and Managing by Opportunity, with Richard Thalheimer
Meredith Medland Sasseen, Head of Investor Relations, draws on her experience as a former Director and Business Analyst in the technology field, to understand and support the needs of The Sharper Fund clients. She served as the Director of the Internet Division for the Sharper Image and grew online revenues from $8 to $31 million during her tenure. This blend of corporate experience combined with traditional "think tank" analyst immersion allows her to work with Richard to help their clients build their portfolio while minimizing taxable income at the same time.
Richard Thalheimer is the founder and former CEO of American consumer brand The Sharper Image, which began in 1979 with only three employees. At its peak, the company had annual revenues exceeding $750 million, 200 stores, an active catalog and website, and 4,000 employees. The company became a public corporation in 1987 when its stock was offered on Nasdaq. Thalheimer now runs The Sharper Fund, a successful private fund. He is an expert in the field of investing who is sought after by journalists for his trendsetting observations about products, companies and market movements.
What is the benchmark to beat? It's the legendary Warren Buffett at Berkshire Hathaway.
Over Berkshire’s entire five-decade-plus history, Buffett has grown at an annualized rate of 18.8%, versus 9.7% annualized for the S&P 500’s total return. Source
Our goal is to do better than this famous benchmark.
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns.
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