Okay, as I’d said I would I’ve done a couple new trades today.
I’ve sold my Ciena entirely.
And I’ve been bidding all day on some Bank of New York (BK) puts dated out in early 2012 that are slightly out of the money, say from $16 to $19 or so. Gotten some filled and am in no rush as usual.
We had a great chat again today, and I’ll be sending out the transcript tomorrow to you guys.
Long-term investing requires an abnormal amount of patience, and patience is almost like a skill that we can develop over time.
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.
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 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.