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Yesterday, I did a zoom video where I showed people the approach I take to valuing individual stocks, including what resources I use and much more information about stock analysis. You can watch a replay of the video here and I’ve included a full, lightly edited transcript below. Cody:
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Ah, a market pull back? At least for the early morning Wednesday here. Let’s see how long it lasts. I’d note that the semiconductor stocks have pulled back a full 7% from last Thursday’s highs. The semi’s had been one of the steady leaders in this
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I’m sore from playing, just maybe an hour or so every day, on my Oculus Quest 2 over the last couple weeks. This new virtual reality headset thingee from Facebook is still blowing my mind, in fact even more so since I last wrote about it a couple weeks
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Here’s the transcript from Friday’s Live Q&A Chat which we did live over Zoom. You can watch the video here: Cody: Welcome to another edition of the Trading with Cody live Q&A chat Zoom version. I come to you live from Ruidoso, New Mexico
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Everything is exactly what it seems She’s not hiding wings beneath her leather jacket Everything is exactly what it seems Making my way downtown through the haze I thought I’d figure out how to change But you never change Everyone is exactly who they are You’re not
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I was interviewed by Aaron Task and Stephen Alpher for a podcast earlier this week: A bubble-blowing, bull market, blow-off top phase – Cody Willard joins Alpha Trader You can also hear me talk to Sean Bill of MacroCrunch on his podcast. This interview actually took place over a year ago
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We’ve added quite a few new subscribers to Trading With Cody in the past few weeks, so here’s some analysis from a book I wrote a few years ago. I think it’s a good way to start today’s report as so much of it still applies
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Some predictions for 2021 then. 1. Small caps underperform, especially the most speculative small cap stocks that are up huge already. 2. FANG or FAANNG (FB, AAPL, AMZN, NFLX, NVDA, GOOG) trades in disparate ways, with FB, AAPL, GOOG have a good year, NVDA trades flattish, while AMZN and NFLX
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Keeping track of one’s analysis, reasons for making trades and other records are key to long-term outperformance. It’s incredibly helpful to go back and look at your thoughts. If you haven’t been doing this, maybe start now. Whenever you make a trade, jot down a few notes
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Here’s the transcript from this week’s Live Q&A Chat. Merry Xmas, happy holidays, etc etc! Thanks for being a part of Trading With Cody this year. Let’s rock. Q. $AJRD. speaking of space revolution, and missed opportunity. Is this the “space revolution” decade? A. Yea,
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Here is a Part 5 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Let’s do this week’s Live Q&A Chat at 1pm ET tomorrow (Wednesday). Come directly to the
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Here is a Part 4 of 5 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The concerns about England’s mutated Coronavirus is probably not the only reason the markets are struggling today. Might be
