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? TBDIf you enjoy the content at iBankCoin, please follow us on Twitter
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 🙂