First off, we will do this week’s chat at our usual time — (Wednesday, September 20) at 3:00 pm ET in the TradingWithCody.com Chat Room or you can just email us at support@tradingwithcody.com. Secondly, let’s talk about RocketLab RKLB. We are holding tight on RKLB for now after trimming it when it was much higher earlier this year […]
Extra! Extra! DallasNews: An Old School Gem in the Age of AI
For the last few weeks or so, we have been building a position in a small-cap company, DallasNews Corporation (DALN), and today we are excited to release our report on it. As Bryce explains below, it is rare for us to find a company with this kind of a valuation with the potential to produce […]
Trade Alert: Raising Cash As Some Revolutionary Stocks Come Back Into Favor
First off, let’s do this week’s chat on Thursday 7/20, at 1:00pm EDT in the TradingWithCody.com Chat Room or just email us at support@tradingwithcody.com. Now let’s get into it. Wow. It’s been an amazing few trading days. Many of our favorite longs that we were buying heavily much lower have really taken off recently. Even though we […]
Autonomous Truckers, A Resilient American Investor, Impact of A PFOF Ban On Hood, And Much More
Here’s the transcript from these today’s live Q&A chat. As always, don’t forget to follow us on Twitter @TradingWithCody! Q. How sustainable is this rally? Feels very overdone. At the same time, the sell-off also felt very overdone. Analysts are now adjusting their year-end S&P targets. Feels like everyone is getting bullish again…which is concerning. […]
Robinhood, A Revolutionary Financial SuperApp.
We mentioned last week that we started buying Robinhood. Below is our in-depth analysis of HOOD and why we think it is such a great opportunity to invest in an extremely Revolutionary company with a huge addressable market ripe for disruption. Also, let’s do this week’s chat tomorrow, Friday, at 1:00pm EDT in the TradingWithCody.com […]
How To Invest In The New Revolutions That Will Change The World
“Honey, I know, I know, I know times are changingIt’s time we all reach out, For something new, that means you too You say you want a leader, But you can’t seem to make up your mindI think you better close it, And let me guide you to the purple rain” — Prince And The […]
The Banking Crisis and Minor Trade Alerts on Solar Stocks, Space Stocks, COIN, UBER, and UPWK
“…the U.S. banking system is sound and resilient.” – Federal Reserve Chairman Jerome Powell yesterday at 2:30pm ET. Four hours later: Not four hours after Chairman Powell claimed that all was peachy in the banking system, we found out that two more large regional banks — PacWest and Western Alliance — are both exploring sales […]
Latest Positions: AAPL, GOOG, AMZN, Energy/Materials Companies, ROK, And Shorts
Here is a Part 3 of the list 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 the farm, I’ve found a […]
Can we still say “To the Moon?” The Road Ahead For Rocket Lab.
Hello all – here is the hotly anticipated analysis on RKLB from Bryce. Also, we will do this week’s chat Wednesday 3/15/23 at 12:00 p.m. EDT. Rocket on! Rocket Lab USA, Inc. NasdaqCM: RKLB Share Price At Time of Analysis: $3.92 Key Metrics. Exhibit 1 Market Cap, curr (mm) $1,868 Total Revenue (ttm) $211 Current […]
Everybody Thinks Their An Expert On Everything (And That Can Give Us An Edge!)
It’s funny and annoying how everybody seems to want to be an expert on everything and think they can achieve being so by hanging out in social media and cable new echo chambers. People really do think reading the timeline they are being fed by the algorithms on Facebook, Twitter, etc and watching two minutes […]
Banks Got Real Estate Issues, Chatting With ChatGPT, And More
Here’s the transcript for this week’s Trading With Cody Live Q&A chat. I just got back from running to Albuquerque and I was going to run each question through ChatGPT and see how it answered each one, but… So I plan to run some of our recent Q&A questions through ChatGPT and will send that […]
My Buffett Stocks, Starlink Vs The World, Markets Commentary, And MUCH More
I had a few typos on that recent “Where I’d Buy More” spreadsheet because I was rushing it out to get to an appointment that day and I apologize. I have people who offer to edit my posts before I send them out but by the time I write these things up, I want to […]
Trade Alert: Remembering The Other Crashes And What I’m Buying Now
We’ll do this week’s Live Q&A tomorrow at 4pm ET using the following link so we can all talk live over video conference. I’ll post out link tomorrow in the chat room before the call starts but you can also just post your question in the chat room at any time between now and then […]
Some Stocks Have Already Bottomed, But It’s Still Precarious
Stocks are down pre-market after huge up moves again yesterday, coming on top of the big up move we saw Monday which came after the big panicky sell-off last week. Fear finally got too extreme and the markets got set up nicely for at least a short-term bounce. As I’d noted late last week: “With […]
Technology, War And Stocks
“Poker is war. People pretend it is a game.” Doyle Brunson “Show me a good loser and I’ll show you a loser.” Stu Ungar “My favorite chip trick is to make everyone’s chip stack disappear.” Amarillo Slim A few months ago, I started buying stock in Intel, betting that the company can become a monopoly […]
Intel, Unity vs Dutch Bros And More
Here’s the transcript from this week’s Live Q&A chat. Q. Cody, you mentioned you were going to speak at a conference and present Intel as your best value play. Could you share that presentation here or a cliff notes version? Thank you! A. I’m actually going to do the presentation over zoom this evening being […]
Not Investing In Endless Undeclared Wars, Tesla Phone, Solar Stock Crash, And More
Here’s part 1 of a lightly edited transcript from a 1 hour and 20 minute long zoom Trading With Cody Q&A. You can also watch the full video version of this by clicking here. Cody Willard: Welcome to an almost impromptu version of a Zoom weekly Q&A chat because GoDaddy’s failed to protect my website […]
Trade Alert: Revolution Investing Over The Centuries
The line it is drawn The curse it is cast The slow one now Will later be fast As the present now Will later be past The order is rapidly fadin’ And the first one now Will later be last For the times they are a-changin’ — Bob Dylan He’s right you know? Let me […]
Surviving The Crash Brings The Opportunities To Find Stocks That Go Up 100x
Here’s part of what I sent out to my hedge fund investors in a letter yesterday. The markets yesterday tried to put in the kind of “abrupt ending” to the crash that I mention in the write-up (I wrote this over the weekend and finished up early yesterday when the markets were still tanking). Obviously […]
Inflation/Deflation, War, ARKK And More
Here’s the transcript from this week’s Live Q&A Chat. I’ll be in Austin with Amaris and my family for a few days for Amaris physical therapy and unless something crazy in the markets happens, I probably won’t be able to write up and send out anything while I’m there. Q. @ Cody, I had asked […]