May 16, 2024

The Asymmetric Investing Portfolio

Every position and transaction in the portfolio.

Asymmetric Portfolio

Dec 19, 2025

Asymmetric Interview: Robinhood's Head of Product Abhishek Fatehpuria

I talked with Robinhood's head of product about the company's vision, new AI features, and how prediction markets mix with investing.

HOOD

Jan 2, 2026

What I'm Buying: January 2026 Asymmetric Portfolio Update

I'm buying 4 stocks this month.

Asymmetric Portfolio

by ticker

JOBY

Joby's 190.7% Jump: Slowly Then All At Once

Jul 17, 2025

Joby Aviation has become one of the hottest stocks on the market.

"I'm the Captain Now"

Jul 13, 2025

Sundar Pichai is running the AI world.

Premium

Joby Aviation and an Intro to Manifest Destiny Investing

May 31, 2025

Raising money can be a good thing.

Premium

UBER

The Hidden Reasons Autonomous Vehicles Are a 10x Opportunity for Uber and Lyft

Jan 23, 2026

The winners are staring us in the face.

Lyft & Uber: An Underappreciated Opportunity

Nov 9, 2025

The 10x opportunity lies in the disruption of supply.

Premium

The Biggest Innovation Of Our Lifetime

Sep 13, 2025

Changing how we get goods delivered and how we move through the world is a bigger innovation than the iPhone.

Premium

GOOG

It's Over!

Jan 16, 2026

I'm calling it now. Google has beaten OpenAI and ChatGPT.

Why Robinhood Stock Is Down & Alphabet's Surprising Payday

Dec 13, 2025

Robinhood's November numbers looked bad, and Alphabet may be the big winner of SpaceX's IPO.

Premium

Google: The AI King

Oct 30, 2025

The market has realized Google will (probably) dominate AI.

HOOD

Tokenizing Everything?

Jan 24, 2026

The NYSE is the latest to take tokenization seriously.

Premium

It's Over!

Jan 16, 2026

I'm calling it now. Google has beaten OpenAI and ChatGPT.

Asymmetric Interview: Robinhood's Head of Product Abhishek Fatehpuria

Dec 19, 2025

I talked with Robinhood's head of product about the company's vision, new AI features, and how prediction markets mix with investing.

COIN

Tokenizing Everything?

Jan 24, 2026

The NYSE is the latest to take tokenization seriously.

Premium

Coinbase's "System Update" Outlines a Big Vision

Dec 21, 2025

Coinbase is becoming much more than a trading company.

Premium

Earnings Preview: Lyft, Coinbase, MGM, On, and Zillow

Oct 26, 2025

A look at holdings #6-#10 in the Asymmetric Portfolio.

Premium

Subscribe to our newsletter

The Asymmetric Investing Portfolio

Asymmetric Interview: Robinhood's Head of Product Abhishek Fatehpuria

What I'm Buying: January 2026 Asymmetric Portfolio Update

JOBY

Joby's 190.7% Jump: Slowly Then All At Once

"I'm the Captain Now"

Joby Aviation and an Intro to Manifest Destiny Investing

UBER

The Hidden Reasons Autonomous Vehicles Are a 10x Opportunity for Uber and Lyft

Lyft & Uber: An Underappreciated Opportunity

The Biggest Innovation Of Our Lifetime

GOOG

It's Over!

Why Robinhood Stock Is Down & Alphabet's Surprising Payday

Google: The AI King

HOOD

Tokenizing Everything?

It's Over!

Asymmetric Interview: Robinhood's Head of Product Abhishek Fatehpuria

COIN

Tokenizing Everything?

Coinbase's "System Update" Outlines a Big Vision

Earnings Preview: Lyft, Coinbase, MGM, On, and Zillow

Thryv Holdings: An AI Application in the Perfect Niche

Innovation and Disruption Timelines

Forests, Trees, and Hims & Hers' Decline

Mobileye and the Intel Overhang

Tokenizing Everything?

The Hidden Reasons Autonomous Vehicles Are a 10x Opportunity for Uber and Lyft

Why Garmin Should Buy Peloton

The Spotify Conundrum

Keep Your Eyes on the Prize

It's Over!

Investing & Unintended Consequences

The Day Healthcare Changed Forever

Special Situation: I'm Shorting Tesla (Again)

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