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.
Celsius has been on a growth tear and there's no reason to think it will stop.
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.
Expect an explosion of deals in 2025.
This week, Mobileye laid out how it will get millions of fully autonomous vehicles on the road.
The platform is being built in front of our eyes.
The zero marginal cost days in Silicon Valley may be over.
Portfolio concentration should come naturally.
Amazon buying Lyft? It's not as crazy as it might seem.
Predictions about 2025 have a striking similarity, and life never plays out that clearly.
I'm buying 4 stocks today.
The portfolio returned 35.30% in 2024, beating the S&P 500's 23.31% return.
Expect more from Asymmetric Investing in 2025.
Happy holiday week from Asymmetric Investing
Not everything worked as planned this year.