This is the historical record of all posts Cody Willard has published since 2010. It is open to the public.
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Morning all. We’ll do this week’s Live Q&A Chat at 2pm ET today in the TWC Chat Room or just email us your question to support@tradingwithcody.com. For the first time since the hedge fund launched, I took a day off — and not just one,
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Whipsaws and fear are prevalent in the market today. I did a little nibbling on QCOM. Yes, the company has been anti-competitive, but most of what the judge was upset about is exactly what Qualcomm’s new deal with Apple addressed. Meanwhile, this remains a very cheap stock, trading at
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Here’s the transcript from this week’s Live Q&A Chat including discussion on the Tesla, who might dominate 5G and who will be affected by the Huawei ban. Q. Thanks for your missive on the Tech Cold War. Not sure why the flip in Trump’s decision
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With the banning of Huawei, The Great Trade War of the 21st Century has gone from being mostly a distraction for the markets to perhaps something more ominous. Or maybe not. Trump’s tariffs haven’t really mattered much to the markets or the economy, as I’ve predicted from
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My new hedge fund is going to be concentrated mostly in publicly-traded equites with a little bit of cryptocurrencies and even some investments in early-stage private startups to create a diversified portfolio. I plan to make my early-stage private startup investments via Republic, the first and only crowdfunding platform built
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My new hedge fund is going to be concentrated mostly in publicly-traded equites with a little bit of cryptocurrencies and even some investments in some crowdfunded start ups. I’ll be buying crowdfunding assets starting on Republic.co, the first and only crowdfunding platform built from the ground up to
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Here is a list of my latest personal portfolio positions and most of the hedge fund positions with updated commentary and ratings for each position. Can I just say, sometimes I feel a lot of pressure to deliver. I do my best guys, but I will make mistakes and be
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Here’s the transcript from this week’s Live Q&A Chat including discussion on what to look for in a down market, the trade war and Uber. Q. Hi Cody, Thank you for providing awesome service. What are your views on trade war? Can it became full blown
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I’m doing a little more buying today and rebalancing the portfolio too. I’m also adding a new name and I’m going to get cut one name to do so from the portfolio to do so. I’m letting go of Intel here. The company’s guidance for
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Good morning and welcome back to the stock market circus. I’m doing a little nibbling today, bought a tranche of COMM. The company is just getting about to start its integration with major acquisition Commscope which closed April 4. The quarter was pretty bad for both companies, but I
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Here’s the transcript from this week’s Live Q&A Chat including discussion on the volatility of the market, Tesla’s cash raises practices and overall portfolio earnings. Q. Shall we nibble something when Mr. Trump scares everybody? A. Pitch by pitch. Scare by scare. Trade by trade.
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Here’s the transcript from this week’s Live Q&A Chat including discussion on the Market melt-up, where to trim and AI. Q. Feet to fire prediction for next 3 months. A. F2F guess for next 3mos is: Market falls 3.2% this week and next, consolidates quickly