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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

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by ticker

JOBY

State of the Portfolio: Holdings 11-15


Jun 20, 2026

Reviewing Joby, Spotify, Owlet, Coinbase, and Duolingo.

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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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UBER

State of the Portfolio: Holdings 6-10


Jun 14, 2026

Reviewing Uber, SoFi, Zillow, Lyft, and Zeta.

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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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GOOG

State of the Portfolio: Top 5 Holdings


Jun 13, 2026

Reviewing Alphabet, Hims & Hers, MGM Resorts, On Holding, and Robinhood.

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Google Goes All-In


Jun 6, 2026

Google will win, but to what end?

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A Quick Earnings Roundup


Feb 8, 2026

Catching up on earnings season.

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HOOD

State of the Portfolio: Top 5 Holdings


Jun 13, 2026

Reviewing Alphabet, Hims & Hers, MGM Resorts, On Holding, and Robinhood.

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Google Goes All-In


Jun 6, 2026

Google will win, but to what end?

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Robinhood & SoFi Drop: What Went Wrong?


May 3, 2026

There's good news and bad news.

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COIN

State of the Portfolio: Holdings 11-15


Jun 20, 2026

Reviewing Joby, Spotify, Owlet, Coinbase, and Duolingo.

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Earnings Recap: Uber, Lyft, Coinbase, and Joby


May 9, 2026

The good and the bad.

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This Week's Earnings Update


Feb 15, 2026

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

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newspaper

Latest

Jun 29, 2026

Everything Is Moving Faster

Jun 27, 2026

Zeta's Superpower

ZETA

Jun 26, 2026

Pricing Power vs Extortion Pricing

Big Picture Concepts

Jun 22, 2026

Why Everything In the Market Just Changed

Jun 21, 2026

State of the Portfolio: Holdings 16-20

DIS

+4

Jun 20, 2026

State of the Portfolio: Holdings 11-15

DUOL

+3

Jun 19, 2026

Mobileye’s Gambit

MBLY

Jun 15, 2026

The Week Ahead

Jun 14, 2026

State of the Portfolio: Holdings 6-10

LYFT

+5

Jun 13, 2026

State of the Portfolio: Top 5 Holdings

MGM

+5

Jun 11, 2026

Why I'm NOT Buying the SpaceX IPO

Jun 8, 2026

How Expensive Is the Stock Market?

Jun 7, 2026

Hims & Hers: Why 50% Growth Is On the Horizon

HIMS

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Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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