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.
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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.
A value stock and a monster performer that's getting a little expensive.
I'm buying 4 stocks, including a new position.
Retailers are thinking about Christmas, and so should you.
The future of Google is artificial intelligence.
"Thousands" of Mobileye-powered robotaxis could be on the road in the next two years.
So, play a different game.
I wonder if tariffs will be discussed?
Lyft is setting the foundation for an autonomous future in Europe.
A decoupling from China could have a massive impact on technology firms.
Not everything about this position went as planned.
The market is changing, but let's give the changes some perspective.
Zillow remains a 100x opportunity because of its ability to dominate housing discovery and transactions long-term.
