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.
Investors can lose everything with the wrong mindset.
Here's why the Asymmetric Portfolio is falling right now.
Labs is lower cost than incumbents and could open up new opportunities for Hims & Hers.
The bond market is sending warning signs.
Risk is falling and the opportunity ahead is becoming clearer.
Experiences are the core and streaming is now the growth story.
On continues to be a no-brainer stock at this price.
TL;DR: Stay the course.
The 10x opportunity lies in the disruption of supply.
Management is pushing all the right buttons to be a disruptor in healthcare.
I'm buying 4 stocks this month.
It's hard to make sense of the current state of the restaurant industry today.
