All
After noting in yesterday’s analysis that “as an investor, I wonder when the next time we’ll see a stock like Amazon as the butt of all jokes just as its putting in a generational bottom. I suppose Tesla was there when I was at that Vail hedge fund
All
Hermes: “Here, Dwight. The boots only cost 299 dollars and 99 cents. You invest this penny like you wanted.” Dwight: “Thanks, dad. I’m gonna take this and buy 5 shares of Amazon dot com!” Hermes: “A risk taker! That’s my boy.” Futurama cartoon episode from July 2003 (which
All
I have to admit that this week’s Live Q&A Chat was full of questions that were ebullient and free of worry. I think it might be time to nibble a few index put hedges here. I’m nibbling a few puts in the usual suspects, including SMH,
All
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
All
First a personal note — I’m going to take the family, including little Amaris, up to a cabin for the next five days. I’ll be back full speed Monday. I think it’ll be good for me to get a little distance from the screen for a few days,
All
Uber reported another quarter of big growth with topline growth at 30% and big losses of a billion dollars in the last 90 days according to GAAP metrics. With revenue on track to top $15 billion over the next twelve months, the stock is trading at less than 4x sales.
All
I’m nibbling a little more SPCE (formerly IPOA), officially Virgin Galactic Holdings. The stock’s going to be volatile as it’s basically a venture capital bet on the future of space flight (and/or on what I expect will be a coming Space Stock Bubble) and there are
All
Here’s the transcript from this week’s Live Q&A Chat. Q. Cody, even though the S&P is near a record high, there is a lot of carnage underneath in growth names. but there has been a bit of an improvement there recently and traditionally the
All
NYC is bustling, at least it has been for the eight hours I’ve been here so far. I’ve been learning and listening and already did some speaking with Neil Cavuto on Fox Business too. I spent some time chatting with a couple experts on China/Hong Kong, including
All
Facebook hit critical mass a long time ago and the network effects from doing so continues to pay off for the company. I’ve mentioned before that the stock would probably be worth 70% less if Facebook hadn’t acquired Instagram and Whatsapp. Instagram, in particular, basically saved this company
All
I got home from NYC and to bed late at 3am in NM last night (this morning?) and got play with Amaris for a while before I came into the office a few hours late. We’ve had a few wild earnings reports this week while I was in NYC.
All
I’m leaving for NYC tonight for some business and meetings. I’ll be back late Thursday night and will be back in the saddle Friday. I’ve got a few names in the small to mid-cap software sector which have been crushed that I’m working on, but the
