Here’s my longs, in order of notional weighting: Corning Nuance Cisco Riverbed Celestica Cypress Microsoft Ciena Nokia Google DBA Apple Adtran Shorts: LPS Cablevision XLF Live Nation
Here’s my longs, in order of notional weighting:
Shorts:
Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
We are adding a new position in the company that makes the most Revolutionary equipment used to make semiconductors for Nvidia, Apple, Tesla, and the like.
We hit on everything from the recent rally in the Russell 2000 small-cap index to Cody's take on Tesla, TransMedics Group, and Startup Investing.
Earnings season is upon us and we have four stocks in the portfolio (NFLX, TSM, TSLA, and AMZN) that will report over the next two weeks. We are going to provide earnings previews for each stock.