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 you still can Cody Willard December 15, 2006 […]
Trade Alert: Avoiding The Frauds, Finding The Opportunities
It’s sad to think about all the hundreds of billions of dollars that have been torched as Wall Street met what seemed like endless demand for new issues with a bunch of not-so-good companies. Whenever I scroll through any lists of small- to mid-cap stocks, I’m amazed at how many of them are so bad. […]
Trade Alert: Beware The Frauds When The Tide Goes Out
Back like 15 years ago, I started a company called “TubeRevolution.com” which was a site where we filtered and organized all the Hollywood and/or other major copyrighted content on YouTube. I was approached by a friend who wanted me to meet a friend of his who owned another video streaming start up. I took the […]
Market Pain, Powell Propaganda, VACQ To The Moon, Stocks I Bought Today And More
Here’s the transcript from this week’s live Q&A chat. Q. Do you expect another leg down in markets near-term or we pretty much done with the correction? Thank you! A. Feet to fire, I expect the market is on the opposite side of the Blow-Off Top Phase of the Bubble-Blowing Bull Market we’ve long been […]
Hear Me Speak, Democrats Love Bubbles Too, Tesla Trillion, Sell Some Bitcoin, And More
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 when I was in […]
Cody’s Latest Positions: Equities, gold, cryptos and so on
Here is a list of my latest positions with updated commentary and ratings for each position. I’ve broken the list into Longs and Shorts. And from there, I’ve broken down each list into refined categories in order from the largest positions within each category to the smallest. I also give each stock a current rating […]
Latest Positions and Where I’d Buy More of Each of Our Stocks
Here’s an update on that list of of the Revolution Investments that I’ve made in my professional career that I still hold in my portfolio, including those I’ve made over the last almost seven years since Trading With Cody launched. I’ve recently added a handful of new names that I think could go up big in […]
Google, Amazon, Sony, AMD, solar: Be paranoid, but not scared
Here’s a podcast version of this week’s inaugural Trading With Cody Q&A Conference Call: Cody Underground: Google, Amazon, Sony, AMD, solar. Be paranoid, but not scared And here is the transcript of it. Cody: Welcome to the first ever old-fashioned telephone conference call for Trading With Cody. Let’s start with today’s news. Everyone is looking at the healthcare […]
LA, NYC, Rock n roll and Latest Positions
I’m going to be on the road again next week, with a bunch of meetings and speech in NYC and then I’m onto LA for some meetings. No rest for the rock n roll. You’ll notice that my Revolution Investing Ratings for most of my long positions have dropped one point and some of the Revolution Investing […]
Cody Kiss & Tell: Apple vs Samsung, Facebook TV and more
Here is the transcript to this week’s Live Q&A Chat. Visit the Trading With Cody Chat room on the Trading With Cody iPhone app,, the Trading WithCody Android app or in the Chat Room. If you have any questions about our service, just email us at support@tradingwithcody.com. Q. I think $AAPL‘s ER supports your thesis that the-y’re incrementally taking market share from Samsung. Great forward thinking on your […]
Netflix, the app revolution and why energy stocks are crashing again
Morning folks, I spent the first half of last night taking care of Amaris, she’s started giggling when I sing and swing her arms and nuzzle her nose with the chorus “I shake my booty cuz that’s what I do.” You can’t help but smile and laugh when a baby smiles and laughs, huh? Bigger […]
Analysis and ratings for Cody’s Latest Positions with earnings updates
According to my notes below, so far this earnings season, we’ve had 9 companies report “strong earnings report” and 8 of those stocks have rallied to new recent or even all-time highs. We had one “okay” report in Sony and three laggard reports in Twitter, Whole Foods and F5. Every few weeks I sit down and go […]
Cody Kiss & Tell: Market direction, tranche explained and lots of stock analysis
Q. Do you think this is the market bottom or it may go lower from here? I have 30% cash in 401k, would like to deploy it. A. Tough to try to time a market bottom short-term. I do think the markets are likely headed higher into year-end and next year, but am not really trying to […]
Cody Kiss & Tell: VW fraud, Sony video, chasing stocks and more
Howdy folks, let’s get started on this week’s LIVE Q&A Chat. Ask me anything for the next hour or so and you’ll get my best answers in real-time. PS. I try to stop by in this Trading With Cody Chat Room at least a few times every day, so come by anytime and ask me […]
Cody Kiss & Tell: Gold, Currency wars, Apple, Alibaba, Ambarella and more
Q: Can you give some suggested entries for gold? I have some $GDX options per Cody’s recommendation, but don’t hold any common in any gold funds. Elad, I know Cody was down on investing in gold as opposed to trading it, so are you referencing a short-term entry or a trade or something else? A: Let’s step back and […]
Trade Alert: Betting on Peanuts
One of the keys to Revolution Investing is to find a trend, theme or technological disruption that is driving new demand in the marketplace and therefore creating new valuations for companies that are positioned to benefit from said trend, theme or technological disruption. In hedge fund land, we call such an approach “Top Down” because […]
Wearables and other ways to win with Sony
I could almost just copy and paste what I wrote the other day about Sony….”Sony SNE with another nice pop today coming on top of a very strong rally already. This chart might even be considered to be going parabolic.” The company reported strong numbers, in part from growth in their content licensing business (think Netflix and […]
Cody Kiss & Tell: Tax-shelter plans, Donald Trump and more
Here’s the transcript for this week’s Live Q&A Chat. It was a good one. Well, I just got news that the new baby that’s on the way (yes, we’re preggers 2.0 over here) is another girl. That makes six granddaughters and no grandsons for my parents. So let’s start this week’s chat early on […]
Trade Alert: Trimming another big winner
Don’t forget to join me for this week’s Live Q&A Chat at 2pm EST at https://twc.scutify.com/members/. And as always, if you run into any troubles logging in, just shoot us an email at support@tradingwithcody.com and we’ll take care of you asap. You can also just email me your question to that address and I’ll include […]
Cody Kiss & Tell: Weekly options, Twitter leadership, Coke and more
Howdy doodie time. Let’s rock. Ask away. Q. Cody: an investing 101 question. What are your thoughts on WEEKLY options — when would one use those instead of the standard monthlies? When a near-term move/event is expected? (Then why is that better than doing the monthly and just bailing when the event happens?) Do they […]