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.
The inflation story may change this week.
What I think about some of the unloved stocks in the portfolio.
An example of long-term vs. short-term thinking.
You never know when a stock is going to pop.
A look at what we learned this earnings season.
The opportunity has arrived, even if the market doesn't see it.
There was something for everyone from Hims & Hers this week.
The stock market is about confidence, just as much as data.
Zoom out and invert.
I'm buying 4 stocks today.
These high-flying stocks are posting incredible growth.
Expectations were high, and Spotify didn't impress investors.
