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March 30, 2007
Cody Willard: Buy internet groups when they empower user base
...virtuous entropy of creating shareholder value through empowering end users a 21st century update to Adam’s Smith invisible hand. Cody Willard is a hedge fund manager at CL Willard Capital cody@clwillard.com By Cody Willard
March 2, 2007
Cody Willard: Instant access, the moving target of media content providers
...as the best content ownership plays. And with Apple and Google, as they position themselves as conduits for that video. Cody Willard is a hedge fund manager at CL Willard Capital. He is long shares of Google and Apple. cody@clwillard.com By Cody Willard
July 21, 2006
Cody Willard: Cable could win the battle but lose the war
...growth in HD, it is wise to buy content owners such as Disney and Lion’s Gate and sell content pushers such as Comcast and CableVision. Cody Willard is a hedge fund manager at CL Willard Capital cody@clwillard.com By Cody Willard
August 25, 2006
Cody Willard: Waiting for the noise pollution to die down
...m anxious to get back to trading and investing and being my usual bullish self. But not until the noise dies down. Cody Willard is a hedge fund manager at CL Willard Capital cody@clwillard.com By Cody Willard
September 29, 2006
Cody Willard: New Windows promises a breath of fresh air for tech
...balance of risks and rewards for enterprise-centric tech like Cisco and Microsoft seems rather favourable as we exit 2006. Cody Willard is a hedge fund manager at CL Willard Capital. cody@clwillard.com By Cody Willard
November 3, 2006
Cody Willard: Legalised forms of stealing
...that lied and stole, even if they want to call it prosecuting those managements that backdated and issued irregular options. Cody Willard is a hedge fund manager with CL Willard Capital. cody@clwillard.com By Cody Willard
December 15, 2006
Cody Willard: Buy into the internet video business while you still can
...themselves on. The internet video revolution is a growth business. Ignore the shortsighted player haters and buy in while it’s still early. Cody Willard is a hedge fund manager. cody@clwillard.com By Cody Willard
April 27, 2007
Cody Willard: Old advice will help, not hinder, Darfur
...market with caution now that the Nasdaq has more than doubled from those October 2002 lows. I would rather be a buyer in Sudan than in the US. Cody Willard is a hedge fund manager at CL Willard Capital. www.codywillard.com By Cody Willard
July 13, 2007
Cody Willard: Boom times are here but cheap capital is not
...private equity deals, dotcom parties in Silicon Valley and long waiting list for micro jets sound like trumpets blaring. Cody Willard is a hedge fund manager at CL Willard Capital. www.codywillard.com By Cody Willard
October 5, 2007
Cody Willard: Tricky connecting for a long-term commitment
...calls, not even any baci from Ilaria. Nothing’s ever easy, that’s for sure. Not investing and certainly not dating. The writer is a hedge fund manager at CL Willard Capital. www.cody willard.com By Cody Willard