This is Steve Kamman’s personal blog. As the title suggests, the goal is to be thought-provoking, entertaining, and largely indefensible under more detailed analysis. I am doing it mostly for fun and hope you’ll read it in the same spirit.
The bulk of my money is in broadly diversified index funds and other boring-but-good stuff. My individual stock holdings are (in order of position size) Infinera (INFN), Calix (CALX), Juniper (JNPR), Cisco (CSCO) and Riverbed (RVBD).
I currently live in Berkeley, California after a professional career spent mostly on the East Coast and overseas. The threads I’ll be weaving here extend back as follows.
- Tech: I wandered into Tech and Telecom in 1991, back when it was the “Information Superhighway.” It turned out to be a pretty good horse to ride; taking me to some interesting places – Consulting at Telcos, working for a Telco (MCI), Regulatory and lobbying work (in the US and Mexico).
- Markets: I spent most of the last 12-15 years picking stocks and watching the market as a Wall Street analyst (both the sell and buy side). I mostly looked at network equipment, telecom, and Internet/data infrastructure companies. But I also spent a lot more time than my peers trying to have a view on macro trends – partly because they had such an impact on networking investment and partly because it was fun.
- Politics and Policy: As the son of a US Foreign Service officer, I spent a large part of my early years overseas – mostly behind the Iron Curtain. Hence my interest (and pretensions to insight) in politics and policy. I tend to describe my personal politics as “if George Bush the First still represented the Republican Party, I would be a Republican.” As it stands, I vote Democratic.
- Ephemera: I am hard-wired to analyze stuff, so I might as well write it down…
For more details and a chronology, see my LinkedIn profile below.