Cody Willard - Trading with Cody (Page 49)

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Latest Positions: Driverless, Social and 5G Revolutions

Here is a Part 1 of 3 of the list my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. I’ll send out Part 2 tomorrow and will finish up Part 3 Wednesday. (And in the meantime, don’t

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Hedge fund conference in Abu Dhabi (and a Risk Management Trade Alert)

As I was leaving for NYC last week, I traded emails with Anthony Scaramucci about getting together to talk hedge fund business and politics and to catch up. The mooch runs a multi-billion dollar fund of sorts that invests in hedge funds and other things, as he used to come

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TSLA Cybertruck; VHC short working, Pics from NYC; Trade Alert: SPCE tranche

I got home last night at 2am and am back in the saddle at the office this morning. I’ll finish up the Latest Positions this weekend and will do some writing about what I learned in NYC too. TSLA’s down 5% after revealing the Cybertruck last night. My

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Is the US economy about to accelerate? (Also TV appearances and NYC this week)

I’m headed to NYC tonight, will be back at the desk Friday. As usual, I have a bunch of meetings and appointments set up for the three days I’m there. Also, I’ll be on Cavuto around 1:30pm ET tomorrow and for 3 hours on Maria’s

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Trade Alert: Time to lock in a little bit of the TSLA profits

After noting in yesterday’s analysis that “as an investor, I wonder when the next time we’ll see a stock like Amazon as the butt of all jokes just as its putting in a generational bottom. I suppose Tesla was there when I was at that Vail hedge fund

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Buy AMZN next time it’s the butt of a Futurama joke (and a Trade Alert: Small NVDA hedge)

Hermes: “Here, Dwight. The boots only cost 299 dollars and 99 cents. You invest this penny like you wanted.” Dwight: “Thanks, dad. I’m gonna take this and buy 5 shares of Amazon dot com!” Hermes: “A risk taker! That’s my boy.” Futurama cartoon episode from July 2003 (which

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Trade Alert: Hedges, Dumbest mistakes under 30s make, Contrarian indicators & much more

I have to admit that this week’s Live Q&A Chat was full of questions that were ebullient and free of worry. I think it might be time to nibble a few index put hedges here. I’m nibbling a few puts in the usual suspects, including SMH,

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Trade Alert: Disney is ready to become King of The Internet Video Revolution (15 years in!)

I’ve bet much of my career by utilizing and investing in what I’ve called The Internet Video Revolution for the last fifteen years. Fifteen years? Yes, seriously. Here’s an article I wrote for the Financial Times in 2006 quaintly titled: Buy into the internet video business while

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Scamcoin alert, Time to trim?, Market direction, Uber vs Twitter, Slack vs Teams and more

First a personal note — I’m going to take the family, including little Amaris, up to a cabin for the next five days. I’ll be back full speed Monday. I think it’ll be good for me to get a little distance from the screen for a few days,

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Pre-Trade Alert: UBER looking uber interesting here

Uber reported another quarter of big growth with topline growth at 30% and big losses of a billion dollars in the last 90 days according to GAAP metrics. With revenue on track to top $15 billion over the next twelve months, the stock is trading at less than 4x sales.

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Trade Alert: A little space nibble (and a pic of my unicorns)

I’m nibbling a little more SPCE (formerly IPOA), officially Virgin Galactic Holdings. The stock’s going to be volatile as it’s basically a venture capital bet on the future of space flight (and/or on what I expect will be a coming Space Stock Bubble) and there are

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Rankings for the hated stocks, WeWork is not Slack WORK, Wright’s Law & more

Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, even though the S&P is near a record high, there is a lot of carnage underneath in growth names. but there has been a bit of an improvement there recently and traditionally the

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