Being young has its perks: strength, vitality, ease in courting, and lots of time to capitalize on disruption. Disruption takes time because it must combat stubborn old folks, hell-bent on preserving their precious cash cows.
My book is a snapshot of the biggest disruptive forces right now. Let’s have a look, shall we?
LO – electronic cigarettes, big tobacco
CREE & RVLT – LED lighting, 9 billion aging lamps
YELP – food and service review, Zagat and Google and traditional advertising
TSLA – electric cars and the supporting infrastructure, big auto
TWTR – I have no idea what twitter is, disruptive
AMBA – high definition cameras for cheap, expensive cameras and professional filmmakers
AMBA had a solid beat on earnings yesterday, but is getting the fade treatment today. Just this morning I procured shares near the highs. They are off a quick 4 percent. The question is, do I care? It is always a good time to buy a winner. It will go lower. I will take heat from folks on the internet, buy more at some sweet inflection point, and then ride into the sunset on the bucking bronco. It is always a good time to buy a winner.
I am all in, 100% long for the time being. There are other names—companies much less disruptive then the above who I hold as trading vehicles (cough cough solars) that compose the rest of my book. But I am 16 longs, 0 shorts. I have now made my bed atop a pendulum high on the upswing. Can it levitate higher, or will I fall off when it swings lower? TBD
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Do you have any solar, FSLR JASO YGE,,? If you have how high you expect they will get back, make new high or fib. retrace ? Appreciate your analyze.
FSLR and YGE
T1 FSLR is ~64
TWTR…lol! Disruptive for sure… Raul, you’re riding (on top) the stallions of the future..
buck buck… buckle up 🙂