Resources
Cody Willard: Shout it from the laptops: convergence is back!
...converting back to seeing "convergence" as a religion, I believe F5 just might be this decade's answer to Cisco in the 1990s.Cody Willard is a hedge fund manager with CL Willard Capital. cody@clwillard.com
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
Cody Willard: Legalised forms of stealing
...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
Cody Willard: Buy into the internet video business while you still can
...that most of these internet video sites are building 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
Cody Willard: Instant access, the moving target of media content providers
...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
Cody Willard: Buy internet groups when they empower user base
...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
Cody Willard: Old advice will help, not hinder, Darfur
...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
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
Cody Willard: Tricky connecting for a long-term commitment
...Stick with them.No text messages, no e-mails, no phone 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
Cody Willard: Embrace the 'revolutionomics' of the internet
The endgame of the internet is the total empowerment of the end user.Because the internet has been built on open standards
