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.
Jan 16, 2026
I'm calling it now. Google has beaten OpenAI and ChatGPT.
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.
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 18, 2026
SPOT
Jan 17, 2026
GOOG
Jan 11, 2026
Jan 10, 2026
HIMS
+1
Jan 9, 2026
Special Situations
Jan 8, 2026
MBLY
Jan 6, 2026
AMA
Jan 4, 2026
Big Picture Concepts
Jan 1, 2026
Dec 22, 2025
COIN
