Asymmetric Investing
Analyzing stocks that have an asymmetric return potential of 10x (or more) over the next decade. Subscribe for access to the research and real-money portfolio.
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Every position and transaction in the portfolio.
Build the foundation for finding 10x stocks.
Artificial intelligence is a no-brainer for the rich (VCs) and talented (engineers) in Silicon Valley. What about the rest of us?
Alphabet is cheap and set to outperform big tech rivals.
Don't look at the stock price until you've done the work.
Autonomy will supercharge the winners in ride sharing.
Friday's drop was a fire drill to prepare us for a bigger pullback (eventually).
A fall 2025 look at the strengths and weaknesses of every stock in the Asymmetric Portfolio.
OpenAI's ambition is bigger than you might think.
We get an infusion of information over the next month.
Ownership structure and tax liabilities
The future of social media isn't looking very "social".
I'm buying 3 stocks this month.
The founder-led comeback story.
Revenue growth gives an incomplete picture of asymmetric opportunities.
Airbnb stock has been a loser for Asymmetric Investing, but the company still has growth options.
For better or worse.
