May 16, 2024
Every position and transaction in the portfolio.
Asymmetric Portfolio
Dec 19, 2025
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
I'm buying 4 stocks this month.
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.
Dec 21, 2025
Coinbase is becoming much more than a trading company.
Oct 26, 2025
A look at holdings #6-#10 in the Asymmetric Portfolio.
Aug 2, 2025
Zoom out and invert.
Latest
Jan 6, 2026
AMA
Jan 4, 2026
Big Picture Concepts
Jan 1, 2026
Dec 22, 2025
COIN
Dec 14, 2025
PTLO
+1
Dec 12, 2025
Dec 8, 2025
DIS
