Remember a few weeks ago when I was in San Francisco on a Markewatch/WSJ investment panel? I met a couple of you dear subscribers there, but for the rest of you, here’s the first six minutes of what was an hour long program. Not sure if they’ll publish the rest of it later, but if they do, I’ll post it here for you guys that weren’t there again here too:
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.