RevolutioNews.com and other must-reads
It’s amazing how much you learn about the different content creation/content distribution strategies of the major players like Google, Yahoo, Microsoft and Comcast/GE, Disney, and the rest of them when you’re building a couple content creation/content distribution companies. In addition to running and adding all these cool new features to TradingWithCody.com for the last few months, I’ve also been building two businesses, WallStreetAllStars.com and RevolutioNews.com, both from scratch and doing most of the development with just me and my small team, which has really opened my eyes about the current trends in Internet content strategies. Which I’ll be applying in my ongoing analysis in GOOG YHOO MSFT CMCSA GE DIS and many other tech and media stocks. Stay tuned for that. In the meantime, here’s what I was reading and thinking about when I wasn’t putting the finishing touches on the new looks and new features at those two aforementioned sites. Please go check out them and let me know what you think.
Monday Morning Musings – The markets are giving back a full percentage point plus from the big gains last week and October looks destined to close down just a bit from where it could have but will still be a month for the record books.
The bull case for these 7 tech stocks – I’ve been one of the biggest tech bulls on the planet for the last couple years and I still am very bullish on selective tech stocks including a few of the new names Mick selects in this excellent article from Marketwatch’s Trading Deck.
Jay Somaney’s Trading Diary – I see the best tech investor I know was buying Bank of America BAC this morning. I added BAC to the Revolution Investing portfolio back a few weeks ago and we’re sitting on nice gains on it there. I’m not sure how long I’ll stick around in BAC though.
Europe’s Economy is Falling Apart – Once again, I’ll replay this public service announcement for traders — if you were panicked at the lows when the media and markets were too, right now when the media and markets are breathing a sigh of relief and have decided that the latest socialism for the elite programs they’ve installed have only forestalled the inevitable restructuring of their banking assets and system into something hopefully more capitalistic/law-abiding, that you should be panicking. These programs are going to hurt their economies, just like the ongoing bank bailouts/corruption-look-away system we have in this country obviously continues to hurt our own economy.
Netflix, Amazon in Disney Streaming Deals – I mentioned in the intro the important lessons and concepts I’m learning about current content deals and distribution strategies of the big dogs. This headlines are much higher level than what I was referring to, but these are very important deals for Amazon and Netflix. And if Hollywood can show that it’s got a clue and will start fully embracing the Net distribution/streaming concept, we’ll see critical mass hit which will drive all kinds of virtuous cycles of more users/more content/more outlets/more users/more content/more outlets.
