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.
Build the foundation for finding 10x stocks.
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.
"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.
Uncertainty is high, but so is American resilience.
I'm taking a 260% gain in a little over 2 months.
History says this market drop could last for years. Here's what I'm doing about it.
I'm buying 5 stocks in April.
