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Here is a Part 4 of the list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. The ratings for each stock go from 1 to 10, 1 being “Get out of this position now!” and 10 being
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“It’s two a.m., The fear has gone, I’m, sittin’ here waitin’, The gun still warm, Maybe my connection is tired of takin’ chances, Yeah there’s a storm on the loose, sirens in my head, I’m wrapped up in silence, all circuits are dead, I cannot
“If you have a butt-kicking coming, take it and move on.” -Grandaddy Stearns (My grandfather-in-law/Bryce’s great grandfather, God rest his soul). My job is not to make sure that every single investment/trade we ever do is profitable. My job is to maximize our upside through finding truly
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The Tower Semi/Intel (TSEM/INTC) did not get approval from the Chinese regulators and the deal falling through is certainly disappointing. We had a thesis on it and it was a pretty good risk/reward setup for an arbitrage but it didn’t work out. The stock is down
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Good morning all, Bryce here – We will do chat this week tomorrow, 8/16 at 3:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Please Follow us on our LinkedIn Page and Connect and Follow Cody here. Markets have pulled
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Here’s the transcript from today’s live Q&A chat. And don’t forget to follow us on X.com @TradingWithCody. Q. Thank you for the update on Immersed and the opportunity. If we invested via WeFunder and Immersed does go public, do you know how we would
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First off, Cody is caught up in meetings still and we need to move today’s chat to 6:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. We invested in a private company called Immersed via a WeFunder crowdfunding round
We started a small position in Blade early in July and have been working hard analyzing this stock since then. We have had several meetings with the management team (including the safety officer), one of which took place at Blade’s HQ in NYC, and we have been very impressed
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Here’s the transcript from this week’s live Q&A chat. Q. As you noted in your NYC trip write up, it does seem that everyone is very bullish. I agree with the sentiment in the article and your feelings from the trip to NYC. I saw recently
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Good morning all – Cody has to run to a funeral today at the Mescalero Apache Reservation and we need to move the chat to Wednesday, tomorrow 8/2 at 3:00pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Two of
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First off, let’s do this week’s chat on Tuesday 8/1, at 1:00pm EDT in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Bryce here. We are back in full swing here after an incredibly busy and insightful trip to
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Bryce and I are hard at it in NYC this week meeting with many of my long-time friends and folks across the spectrum from other fund managers, brokers, and lawyers, to one of Google’s machine-learning gurus. We will be here all week and our schedule is packed with meetings