Latest Positions
Latest Positions for TWC Subscribers - July 10, 2024
It has been a busy week and the market is moving.
Cybertruck 'Duds' and AI Studs: Unpacking Our Latest Q&A
In this week's action-packed Q&A, we dive into Tesla's soaring stock, Pfizer's potential, and the AI revolution's ripple effects. Plus, get a firsthand account of China's tech landscape and find out why we think the Cybertruck is far from a dud. Don't miss out on these market musings and more!
Trade Alert
Minor Trade Alert: New Name, Plus Tech Trims, Rivian's (RIVN) VW Win And Much More
Testimonials
His returns over many years if one keeps a cool head is simply staggering.
I have been a subscriber of TWC for many years, and I am always in awe at the level of foresight that Cody has on leading edge technologies, with direct impact on stocks to own for the long term. His returns over many years if one keeps a cool head
Latest Positions
Latest Positions Spreadsheet
Get a snapshot on the market, and what Cody thinks of the current setup. Since updates come out often, check this page for the latest posts. Updated October 9, 2024.
Testimonials
I think it's rare for a stocks newsletter to keep this high score year after year.
I started with Cody 10 years ago. My average return was 30.4% per year for the last ten years. I think it's rare for a stocks newsletter to keep this high score year after year. ap*******c@gmail.com
Transcripts - AMA
Small Cap Pops, Toasty Tranches, and Puppy Golf
Here's the transcript from this week's Live Q&A Chat: June 18, 2024 Q. This morning’s bump made me punny. Do you have general thoughts on the direction of the Russell 2000 for the remainder of the calendar year?
Latest Positions
Latest Positions: The Trillionaires, PLUS NFLX, TCEHY, TMDX, and Bitcoin
Here is Part 2 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 “Sell
Revolution Investing Research
Latest Positions: Mobility, Fintech, and Semis PLUS Trade Alert...
Testimonials
He's changed our family’s wealth in a life-changing way.
My life has changed since the day finding Cody. He has changed our family’s wealth in a life-changing way. I’ve worked in the hedge fund industry for 20+ years and have rarely seen any money manager with a track record he has. jp*****4@ gmail.com
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Tesla Troubles, Software Weakness, Copper Hype, And Much More
Bryce here. I hosted Chat this week since Cody was on the road. Here’s the transcript from this week’s Live Q&A Chat: Q. In general, are you still raising cash these days? Or have recent trims been only because of ‘normal’ trimming’? A. We are not
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Siri-ously Intelligent Apple AI
But perhaps it’s worth a trip down memory lane (or Infinite Loop rather) to help us understand where we are in Apple Intelligence timeline. Do you remember what the original iPhone was like?