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

5 Questions For Joby Aviation

Jul 11, 2026

Joby should start answering these big questions.

Premium

State of the Portfolio: Holdings 11-15

Jun 20, 2026

Reviewing Joby, Spotify, Owlet, Coinbase, and Duolingo.

Premium

Earnings Recap: Uber, Lyft, Coinbase, and Joby

May 9, 2026

The good and the bad.

Premium

UBER

Community Is Here & Uber's Global Play

Jul 17, 2026

A big announcement from Asymmetric Investing.

Waymo & Uber Break-Up

Jul 4, 2026

Waymo is taking the vertically integrated model.

State of the Portfolio: Holdings 6-10

Jun 14, 2026

Reviewing Uber, SoFi, Zillow, Lyft, and Zeta.

Premium

GOOG

What Does Alphabet's Plunging Stock Tell Us?

Jul 27, 2026

Is there a return on AI?

Alphabet's Upcoming Earnings & The Elephant In the Room

Jul 18, 2026

Can the spending keep going up?

Premium

Waymo & Uber Break-Up

Jul 4, 2026

Waymo is taking the vertically integrated model.

HOOD

What Does Alphabet's Plunging Stock Tell Us?

Jul 27, 2026

Is there a return on AI?

Alphabet's Upcoming Earnings & The Elephant In the Room

Jul 18, 2026

Can the spending keep going up?

Premium

Waymo & Uber Break-Up

Jul 4, 2026

Waymo is taking the vertically integrated model.

COIN

State of the Portfolio: Holdings 11-15

Jun 20, 2026

Reviewing Joby, Spotify, Owlet, Coinbase, and Duolingo.

Premium

Earnings Recap: Uber, Lyft, Coinbase, and Joby

May 9, 2026

The good and the bad.

Premium

This Week's Earnings Update

Feb 15, 2026

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

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

5 Questions For Joby Aviation

State of the Portfolio: Holdings 11-15

Earnings Recap: Uber, Lyft, Coinbase, and Joby

UBER

Community Is Here & Uber's Global Play

Waymo & Uber Break-Up

State of the Portfolio: Holdings 6-10

GOOG

What Does Alphabet's Plunging Stock Tell Us?

Alphabet's Upcoming Earnings & The Elephant In the Room

Waymo & Uber Break-Up

HOOD

What Does Alphabet's Plunging Stock Tell Us?

Alphabet's Upcoming Earnings & The Elephant In the Room

Waymo & Uber Break-Up

COIN

State of the Portfolio: Holdings 11-15

Earnings Recap: Uber, Lyft, Coinbase, and Joby

This Week's Earnings Update

What I'm Buying: August 2026 Asymmetric Portfolio Update

What I'm Watching This Week

SoFi & Robinhood Earnings

Big Pharma Is Terrified of Hims & Hers

Buying Dips, Catching Knives & Blowing Up

What Does Alphabet's Plunging Stock Tell Us?

Hims & Hers Stock: Buy the Rumor, Sell the News

Mobileye's Earnings Beat & Falling Stock

July 2026 AMA in 1 Hour

The Rocket Fuel These Stocks Need

Alphabet's Upcoming Earnings & The Elephant In the Room

Community Is Here & Uber's Global Play

Beginning Of the End For OpenAI?

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