Latest Positions Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts. Updated October 9, 2024.
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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.