May 16, 2024
Every position and transaction in the portfolio.
Asymmetric Portfolio
Feb 3, 2024
Build the foundation for finding 10x stocks.
Dec 1, 2025
I'm selling some of 2 stocks and adding to 8 stocks today.
Stock Buys
by ticker
Jul 17, 2025
Joby Aviation has become one of the hottest stocks on the market.
Jul 13, 2025
Sundar Pichai is running the AI world.
May 31, 2025
Raising money can be a good thing.
Nov 9, 2025
The 10x opportunity lies in the disruption of supply.
Sep 13, 2025
Changing how we get goods delivered and how we move through the world is a bigger innovation than the iPhone.
Sep 5, 2025
Aggregation, autonomy, and (eventually) robots make this deal a no-brainer.
Dec 13, 2025
Robinhood's November numbers looked bad, and Alphabet may be the big winner of SpaceX's IPO.
Oct 30, 2025
The market has realized Google will (probably) dominate AI.
Oct 25, 2025
What I'm looking for from earnings at the Top 5 holdings in the Asymmetric Portfolio.
Nov 28, 2025
It's time to take some chips off the table.
Oct 26, 2025
A look at holdings #6-#10 in the Asymmetric Portfolio.
Aug 2, 2025
Zoom out and invert.
Jun 15, 2025
Stablecoins are taking over.
Latest
Dec 14, 2025
PTLO
HOOD
+1
Dec 12, 2025
Big Picture Concepts
Dec 8, 2025
DIS
Dec 7, 2025
Z
Dec 6, 2025
HIMS
Dec 5, 2025
GRMN
Nov 30, 2025
Nov 24, 2025
