PDF version: 50StocksfortheAppRevolutionJune2011 Introduction Since I first published 50 Stocks for the App Revolution back in November 2010, the stocks in the report have more than doubled the mid-single digit returns of the broader markets. And why not? I mean, think about what is happening to the technology, content, phone, television, news, magazine, and even the […]
I wanted to share the analysis of three…
Since I published 50 Stocks for the App Revolution back in November and gave the $79 report in its entirety to you subscribers, the stocks in the report have more than doubled the mid-single digit returns of the broader markets. The App Revolution is kicking in and I wanted to go through each and every […]
I’m focused on finding the guys selling the picks and shovels to these companies…
With Apple’s formal entrance into what I’ve been callling the Cloud Revolution, we take another step closer towards the coming App/Cloud Stock Bubble that I’ve spent the last two years positioning for. iCloud and Apple? Everybody you know is trying to figure out what this whole “Cloud” thing is and every investor you know is […]
For just over a year now, I’ve been tell…
For just over a year now, I’ve been telling people that we were likely starting to enter an app/tablet/smartphone/cloud-fueled new tech bubble. I told my viewers on Happy Hour repeatedly that Facebook would be worth more than a hundred billion dollars someday. I figured we’d be seeing tons of content/cloud/app companies like Chinese social network […]
Let’s analyze the price Microsoft paid f…
Let’s analyze the price Microsoft paid for Skype, the reason why Microsoft bought Skype and how we should trade our Microsoft now. First off, let’s talk price. $8.5 billion is a lot of money and as a Softee shareholder, I do wish they’d only paid the $7 billion plus as was originally reported by the […]
The markets have tried to squish higher …
The markets have tried to squish higher today, but it’s been soggy underneath them. That said, we’ve had a pretty big intraday swing on our own sheet’s P&L, though we are also still in the red on the day. Here’s a few thoughts on the IPO Market and Chinese social networking stock, Renren, up 40% […]
Let’s talk Cloud Revolution. Yes, amid…
Let’s talk Cloud Revolution. Yes, amidst trekking to San Francisco, Dallas, and NYC, trying to close on land in NM, trading my personal account and writing about all of it for you guys on Trading With Cody, I also just finished a brand new investment book that you guys get access to for free […]
30 Stocks for the Cloud Revolution
Read as PDF: 30 Stocks for the Cloud Revolution Introduction When you stream a movie off Netflix, you’re in the cloud. Do you think you’ll be watching more movies on a DVD, or will you watch them over the Internet with your smartphone, tablet, car dashboard, computer and TV over the next five years? When […]
Social butterfly. Social security. Soc…
Social butterfly. Social security. Social drinking. Social smoker. Social sciences. Social distortion. Let’s talk social for a minute because it’s one of the key drivers in all things related to tech, media, and advertising. First off, let’s touch on this Wedbush report I got in my inbox today that says we’ve entered a brand new […]
I’m personally starting to buy some of t…
I’m personally starting to buy some of these app revolution stocks back using both common and some longer-dated call options. If you’d like to see the details behind what stocks and options I am purchasing for my own account, please sign up at https://tradingwithcody.com. You guys remember how for the last year that I’ve been pleading […]
10 Undiscovered Stocks for the App Revolution
Read as PDF: Ten Undiscovered Stocks for the App Revolution It’s still very early in this remarkable cycle of technological change that we’re just starting and which I call the App Revolution. I’ve been telling you dear readers about how this will be the first market in the history of the planet to reach a […]
50 Stocks for the App Revolution
Read as PDF: 50 Stocks for the App Revolution In “50 Stocks for the App Revolution”, we attempt to identify 50 of the companies most widely exposed to the app and smartphone revolutions. We break the universe of app stocks into eight categories, though obviously some gray areas exist – is Nokia a platform builder […]