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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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.
Investing involves risks that go beyond numbers.
Zillow is winning in the biggest single asset class in the world.
Airbnb's new products aren't all that compelling...yet.
On is leaning into its own pricing power.
Disney is solidifying itself as a leader in streaming.
Coinbase was up 10% after hours on Monday.
The oddest conundrum of investing.
These 3 stocks are up 76%, 47%, and 29% in a month.
Apple wants to replace Google search in Safari and the market thinks search's days are numbered.
Lots of companies buy back stock, but few do it well.
Fintech's growth is off the charts.
A value stock and a monster performer that's getting a little expensive.
