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 from 1 to 10, 1 being “Get out of this position now!” and … [Read more...] about Cody’s Latest Positions
Positions
Yes, it’s a bubble. When will it pop? Cody’s Latest Positions
Don't forget this week's live Q&A chat with Cody is today at 2pm ET. It will be a chat room version, not a call in version. Please stop by the chat room and say 'Hi'! The relentless and increasingly strong rally in mega cap and large technology names has finally started reminding me of the action we saw back in the year 2000. When the Dotcom and technology bubbles were … [Read more...] about Yes, it’s a bubble. When will it pop? Cody’s Latest Positions
Cody’s Latest Positions with new analysis for each (Updated)
Cody's note: I forgot to update the actual Revolution Investing Ratings for each of our positions and to add Snapchat in The Latest Positions post I sent out earlier. Please use this one instead. Next Monday, I'm headed to speak at the Money Show in Las Vegas and to network/research at the SALT Conference. Come by if you can! Meantime, Amaris has been fussy for the last … [Read more...] about Cody’s Latest Positions with new analysis for each (Updated)
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 Ratings for my shorts were raised a point. I'm not surprised as many of our … [Read more...] about LA, NYC, Rock n roll and Latest Positions
Latest Positions, family update, Boston/NYC trip
The family is doing great. Amaris is a bundle of hilarity and smiles most any time I talk to her. And her outright cracking up with chuckles when I pretend I'm a cat and purr/meow on her belly and neck is about the pinnacle of parenting. She's gotten big enough and healthy enough that's she spends most of her days off of the oxygen/humidity and has gotten much more active … [Read more...] about Latest Positions, family update, Boston/NYC trip