All

As for the markets…

Cody Willard

Jun 28, 2011

I’m sitting in Washington Dulles airport waiting to board to NYC for meetings and what not tonight and all day sessions with the WSJ/DowJones/Marktwatch peeps tomorrow.

As for the markets, they are up nicely today and so is our portfolio. Riverbed’s now up $5 from where we were buying calls in the name just about five trading days ago, and I’m holding it steady for now. Google’s on fire today too.

Though there’s just as much if not more chaos in Greece today than usual, the markets are through the roof and apparently nobody in this country is freaking out about the problems there today.

Sorry for the dearth of posts today, but traveling has been hell and I’ll be back with a more normal schedule tomorrow.

Patience Can Be Our Superpower

Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.

Trade Alert: The Most Revolutionary Chip Equipment Maker

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.

Small Cap Rally, Tesla LEAPS, TMDX Pullback, And Much More

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 Previews: NFLX, TSM, TSLA, and AMZN

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.

Read more

Patience Can Be Our Superpower

Trade Alert: The Most Revolutionary Chip Equipment Maker

Small Cap Rally, Tesla LEAPS, TMDX Pullback, And Much More

Earnings Previews: NFLX, TSM, TSLA, and AMZN