Revolution Investing Links: Groupon Is Doomed and Hating on the JOBS Act

I closed on more land this week in New Mexico. If you can buy real estate at a huge discount, especially land which doesn’t have any upkeep or maintenance costs, I sure think it’ll pay off over the next ten to twenty years. And here are some more investment thoughts and must-reads as we head […]

What you said

I heard RIMM is getting bought out by Greece. The new country/company will be called Grimm — Subscriber CAL from the side bar chat on I got dozens of answers to my question about who’s more scared, the bulls or the bears — and it overall turned out about 50/50.   I’ve pasted some of […]

I do think that we have entered tech bubble territory

Good morning. Remember when I used to dispute all those analysts who said we were already in a “tech bubble” last year by writing about how we’d know we were finally hitting bubble phase when social networking and app-related IPOs started hitting the markets and doubling on their first day? Annie’s shares surge in IPO debut‎ Cherry Hill […]

Chat Transcript for Mar 28, 2012: Apple suppliers, the RIMM report, AMZN, LVLT and much more

Here’s the transcript of today’s chat. See you next week at 2pm EST at for more Q&A where you can ask me anything. Q. HI Cody. what do you think about AAPL suppliers like BRCM, QCOM, SWKS, CRUS? Are they worth investing ahead of earnings? Thanks! A. I sure like your logic in looking […]

How to dance at a rave (or why you shouldn’t force trades)

Good morning and welcome back to the rave where you better make sure you keep your wallet in your front pocket. HOW TO DANCE AT A RAVE Funny video, huh? Which was your favorite move? Speaking of moves — not much movement in the broader markets or in our individual positions and that’s probably a […]

Bubbles blowing in the economy

Yesterday on TradingWithCody, I wrote about investing for the coming bubble . Don’t Fight The Fed has become Don’t Fight The Ben. Even with corporate cash at all-time highs, margin expansion, a stock market back near the peak, none of it seems to deter the Chairman from keeping rates below rock-bottom. So the “rational” investor, […]

Trade Alert: Fast Times at Apollo High

Our largest short is down 8% this morning after another disastrous earnings report. The biggest reason for the sell off is this: Revenues declined at the University of Phoenix in the reported quarter due to a 12.2% decrease in degreed enrollment to 355,800 students. New enrollment growth was up only 1% from the prior-year period, […]

Are you ready for this bubble?

So you guys remember when I used to write articles like this: Bernanke says “Let’s inflate the biggest stock market bubble in history” 3:03 p.m. July 13, 2011 | By Cody Willard Or Shut up and buy the tech bubble 4:39 a.m. May 26, 2011 | By Cody Willard Or Why you must fight the Fed and […]

Trade Alert: Adding to this storage position

Apple is below $600?! How can that be?! Just kidding. $600 is just an arbitrary number that people got excited about because it ends with two zeros. $615 and $596 is pretty much the same thing — just 2% apart. Divide everything by 100 or by 10 in your mind when you deal with Apple […]

Chat Transcript for Mar 21, 2012: The Bubble, OMGPop, ZNGA, STX, FIO and much more

Here’s the transcript of today’s chat. See you next week at 2pm EST at for more Q&A where you can ask me anything.   Q. Hey Cody, if you were starting a portfolio today what would you have in it and what % cash. Thanks and appreciate all your hard work. A. Tough question, […]

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