My Mission Ten Years Ago
Trading With Cody is about to celebrate its 10-year anniversary in March. Some of you have been here for pretty much the whole time. And if you’ve been a subscriber for ten years, I’m going to come up with a cool gift to send you. So, let me know if and when you pass your one-decade mark of being a TWC subscriber and we’ll get something out to you.
We will do this week’s Live Q&A chat at 11am ET tomorrow (Thursday), in the TWC Chat Room or just email us your question to support@tradingwithcody.com.
I was going to write up a bunch of economic and/or market analysis. And then I was like, “You know what, man? You should go home to your wife and kids.”
So that’s what I’m doing. I’m tired. And that’s ok. In fact, it’s a good thing. Because that means hopefully I’ll sleep well and hard tonight instead of waking up at 4am like I have been for the last month. I leave with you most of a post that back in the first week of Trading With Cody. Not much has changed in some ways:
In a general sense, my mission is always…
March 14, 2011 by Cody Willard
In a general sense, my mission is always to find the best companies in the fastest growing sectors and invest in their stocks when they are cheap and to find the worst companies in declining sectors and short them when they are way overvalued.
More specifically for the last year, I’ve been operating on two primary tenets for:
1. Betting big on the app revolution
2. Betting against alternative energy, cable distribution, and the mortgage servicers
We bet big on the app revolution and the best positioned, cheapest stocks in it, such as Ciena, Google and Riverbed, because it is truly the fastest growing marketplace in the history of the planet. People will be buying more than a billion smartphones and tablets a year within a handful of years, and they’ll be using hundreds of billions of apps for trillions of different wants and needs. And we bet against an energy sector that’s losing the government largesse its dependent upon during these fiscal crisis times, a declining entertainment distribution technology and the slow-motion endgame of an almost-but-not-quite-decriminalized criminal financial system.