May 16, 2024

The Asymmetric Investing Portfolio

Every position and transaction in the portfolio.

Asymmetric Portfolio

Dec 19, 2025

Asymmetric Interview: Robinhood's Head of Product Abhishek Fatehpuria

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

What I'm Buying: January 2026 Asymmetric Portfolio Update

I'm buying 4 stocks this month.

Asymmetric Portfolio

by ticker

JOBY

Earnings Recap: Uber, Lyft, Coinbase, and Joby

May 9, 2026

The good and the bad.

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Uber + Joby & The Transportation Marketplace

Feb 28, 2026

Ride-sharing is about to be much more than cars with a driver.

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Joby's 190.7% Jump: Slowly Then All At Once

Jul 17, 2025

Joby Aviation has become one of the hottest stocks on the market.

UBER

Earnings Recap: Uber, Lyft, Coinbase, and Joby

May 9, 2026

The good and the bad.

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Autonomous Driving's Inflection Point

Mar 16, 2026

The 10x future isn't far away.

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Uber + Joby & The Transportation Marketplace

Feb 28, 2026

Ride-sharing is about to be much more than cars with a driver.

Premium

GOOG

A Quick Earnings Roundup

Feb 8, 2026

Catching up on earnings season.

Premium

It's Over!

Jan 16, 2026

I'm calling it now. Google has beaten OpenAI and ChatGPT.

Why Robinhood Stock Is Down & Alphabet's Surprising Payday

Dec 13, 2025

Robinhood's November numbers looked bad, and Alphabet may be the big winner of SpaceX's IPO.

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HOOD

Robinhood & SoFi Drop: What Went Wrong?

May 3, 2026

There's good news and bad news.

Premium

This Week's Earnings Update

Feb 15, 2026

Robinhood, Zillow, Lyft, Spotify, Crocs, Airbnb, and Coinbase updates.

Premium

A Quick Earnings Roundup

Feb 8, 2026

Catching up on earnings season.

Premium

COIN

Earnings Recap: Uber, Lyft, Coinbase, and Joby

May 9, 2026

The good and the bad.

Premium

This Week's Earnings Update

Feb 15, 2026

Robinhood, Zillow, Lyft, Spotify, Crocs, Airbnb, and Coinbase updates.

Premium

Tokenizing Everything?

Jan 24, 2026

The NYSE is the latest to take tokenization seriously.

Premium

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The Asymmetric Investing Portfolio

Asymmetric Interview: Robinhood's Head of Product Abhishek Fatehpuria

What I'm Buying: January 2026 Asymmetric Portfolio Update

JOBY

Earnings Recap: Uber, Lyft, Coinbase, and Joby

Uber + Joby & The Transportation Marketplace

Joby's 190.7% Jump: Slowly Then All At Once

UBER

Earnings Recap: Uber, Lyft, Coinbase, and Joby

Autonomous Driving's Inflection Point

Uber + Joby & The Transportation Marketplace

GOOG

A Quick Earnings Roundup

It's Over!

Why Robinhood Stock Is Down & Alphabet's Surprising Payday

HOOD

Robinhood & SoFi Drop: What Went Wrong?

This Week's Earnings Update

A Quick Earnings Roundup

COIN

Earnings Recap: Uber, Lyft, Coinbase, and Joby

This Week's Earnings Update

Tokenizing Everything?

Can We Talk About Inflation?

Interview: Oscar Health CEO Mark Bertolini

Sustainable Growth

Hims & Hers: Short-Term vs Long-Term

Consumer Confidence, Gas Prices, Jobs, and Euphoric Markets

Earnings Recap: Uber, Lyft, Coinbase, and Joby

Inflection Points

A Lesson in Energy

Robinhood & SoFi Drop: What Went Wrong?

What I'm Buying: May 2026 Asymmetric Portfolio Update

Up 189%: Alphabet Earns Its Spot Atop the Asymmetric Portfolio

5 Things I'm Watching This Week

An Update On My Short Positions

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