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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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.
The distinction makes all the difference.
The 10x opportunity in education.
It's my fault for not talking about Spotify enough.
Autonomous vehicles are here and Lyft will be a huge beneficiary.
The "ChatGPT Moment" happened in 2022 and this week we got the "Gemini Moment".
Beating the market doesn’t mean every stock has to be a winner.
Changing how we get goods delivered and how we move through the world is a bigger innovation than the iPhone.
A great strategy means nothing without great execution.
Getting into the S&P 500 isn't the only thing Robinhood has going for it.
Testosterone is coming fast.
Aggregation, autonomy, and (eventually) robots make this deal a no-brainer.
A positive court ruling gives investors another reason to be bullish on Alphabet stock.
