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

Uber + Joby & The Transportation Marketplace

Feb 28, 2026

Ride-sharing is about to be much more than cars with a driver.

Premium

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

UBER

Uber + Joby & The Transportation Marketplace

Feb 28, 2026

Ride-sharing is about to be much more than cars with a driver.

Premium

A Quick Earnings Roundup

Feb 8, 2026

Catching up on earnings season.

Premium

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

Jan 23, 2026

The winners are staring us in the face.

GOOG

A Quick Earnings Roundup

Feb 8, 2026

Catching up on earnings season.

Premium

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

HOOD

This Week's Earnings Update

Feb 15, 2026

Robinhood, Zillow, Lyft, Spotify, Crocs, Airbnb, and Coinbase updates.

Premium

A Quick Earnings Roundup

Feb 8, 2026

Catching up on earnings season.

Premium

Tokenizing Everything?

Jan 24, 2026

The NYSE is the latest to take tokenization seriously.

Premium

COIN

This Week's Earnings Update

Feb 15, 2026

Robinhood, Zillow, Lyft, Spotify, Crocs, Airbnb, and Coinbase updates.

Premium

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

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The Asymmetric Investing Portfolio

Asymmetric Interview: Robinhood's Head of Product Abhishek Fatehpuria

What I'm Buying: January 2026 Asymmetric Portfolio Update

JOBY

Uber + Joby & The Transportation Marketplace

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

"I'm the Captain Now"

UBER

Uber + Joby & The Transportation Marketplace

A Quick Earnings Roundup

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

GOOG

A Quick Earnings Roundup

It's Over!

Why Robinhood Stock Is Down & Alphabet's Surprising Payday

HOOD

This Week's Earnings Update

A Quick Earnings Roundup

Tokenizing Everything?

COIN

This Week's Earnings Update

Tokenizing Everything?

Coinbase's "System Update" Outlines a Big Vision

What I'm Buying: March 2026 Asymmetric Portfolio Update

Falling Stocks & Terminal Values

Uber + Joby & The Transportation Marketplace

Figs: The Shocking Stock Up 130%

Nothing Ever Happens

Hims & Hers: Making Sense of the Noise

The Tariff Snip Snap & The K-Shaped Economy

Garmin's Strategy: Slow and Steady Wins the Race

OpenAI's $100 Billion, AI Skepticism, and Why Incentives Matter

Re-Rating the Stock Market

This Week's Earnings Update

Live Show Today: Hims Update & Market Chaos

Is Something Big Really Happening?

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