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Revolutions in Tech come with:
Scale Platforms Lockin/switching costs Visionary management Great balance sheets
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Cody Kiss & Tell: Fitbit, Qualcomm, Virtual Reality & more
Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone App, the Trading With Cody Android App or at https://twc.scutify.com/members/. If you have any questions about our service, just email
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Trade Alert: Market / Fed playbook and a tranche buy
Interesting from Rev Shark and old friend Brian Reynolds: “‘A normal day in February would see investors buy $4-5 billion of new corporate bonds. Yesterday, they bought over $19 billion. That activity pushed new purchases of corporates over the quarter-trillion level for only the sixth time in the
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Notes from NYC
On Wednesday, I’ll be traveling to speak at the Orlando Money Show (my talk is How to Find the Next Big Revolution in Tech Thursday, March 03, 2016 at 5:45 pm), so let’s do this week’s Live Q&A Chat at tomorrow, Tuesday 2pm ET.
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Cody Kiss & Tell: Bailouts, Fed playbook, market direction & more
Q. Cody, is there any chance for banks or any too-big-to-fail corporations defaulting on oil loans and begging government for bailout ? A. I was just talking about this idea when I had a drink with John Carney from the WSJ and also when I had coffee with
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Rescheduling today’s Q&A and update from Cody’s NYC trip
I am jam-packed in New York City including meeting up with Todd Harrison and a few other names I am sure you would recognize. I won’t be able to make the Q&A chat today. Let’s reschedule it for 2:00 p.m. EST this Friday,
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Fitbit earnings report analysis
Fit reported a very strong quarter and guided the 2016 full year to be about inline with analyst estimates. But the guidance for next quarter was quite light. Revenues came in $711.6MM (vs. the St $648MM). Earnings per share was 0.35 (vs. the St 0.25). EBITDA $125.
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NYC Trip, Why I’m not buying DVN and other notes
I’m going to be on the road next week in NYC speaking at The Traders Expo, being interviewed here and there, taking a few meetings and seeing old friends, so don’t expect too many lengthy filings, though I will be trading as usual and will send out a
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Everything You Need to Know About Negative Interest Rates
Here’s the full new report “Everything You Need to Know About Negative Interest Rates” that I’ve been working on for the last week. If you’d like a PDF version of this report, just email us at support@tradingwithcody.com and we’ll send it to you. NIRP,
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Cody Kiss & Tell: Market cap meanings, tech earnings patterns, etc
Here’s the transcript from this week’s Live Q&A Chat. Join me in the chat room anytime or email your questions anytime. I’m always happy to hear from you dear Trading With Cody subscribers. Q. I work for a $40B global corporation with a stellar track
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Trade Alert: More profits from NFLX and AMZN calls
If you were freaking out and/or panicky at last Wednesday’s lows when the Dow Jones Industrial Average (DJIA) was at 15,500 and the S&P 500 was at new 2 year lows — now is the time to lighten up a little bit. If you were panicking
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Trade Alert: AMZN profits, Zen, best brokers and more
The markets just barely broke through the two year lows on the S&P 500 yesterday upon which time they immediately had a big bounce into the close and that rally continues today. We don’t have to catch the exact bottom in the markets even as we stealthily