Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Duolingo
Bumble
Garmin
Thryv
Zeta Global
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 11, 2026
Joby should start answering these big questions.
Jun 20, 2026
Reviewing Joby, Spotify, Owlet, Coinbase, and Duolingo.
May 9, 2026
The good and the bad.
Jul 17, 2026
A big announcement from Asymmetric Investing.
Jul 4, 2026
Waymo is taking the vertically integrated model.
Jun 14, 2026
Reviewing Uber, SoFi, Zillow, Lyft, and Zeta.
Jul 18, 2026
Can the spending keep going up?
Jun 13, 2026
Reviewing Alphabet, Hims & Hers, MGM Resorts, On Holding, and Robinhood.
Feb 15, 2026
Robinhood, Zillow, Lyft, Spotify, Crocs, Airbnb, and Coinbase updates.
Latest
Jul 20, 2026
GOOG
UBER
Jul 13, 2026
JOBY
Jul 10, 2026
DIS
Jul 9, 2026
AMA
Jul 6, 2026
LYFT
+2
Jul 1, 2026
Stock Buys
+1
TMDX
Jun 29, 2026
Jun 27, 2026
ZETA