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
Jun 20, 2026
Reviewing Joby, Spotify, Owlet, Coinbase, and Duolingo.
May 9, 2026
The good and the bad.
Feb 28, 2026
Ride-sharing is about to be much more than cars with a driver.
Jun 14, 2026
Reviewing Uber, SoFi, Zillow, Lyft, and Zeta.
Mar 16, 2026
The 10x future isn't far away.
Jun 13, 2026
Reviewing Alphabet, Hims & Hers, MGM Resorts, On Holding, and Robinhood.
Jun 6, 2026
Google will win, but to what end?
Feb 8, 2026
Catching up on earnings season.
May 3, 2026
There's good news and bad news.
Feb 15, 2026
Robinhood, Zillow, Lyft, Spotify, Crocs, Airbnb, and Coinbase updates.
Latest
Jun 29, 2026
Jun 27, 2026
ZETA
Jun 26, 2026
Big Picture Concepts
Jun 22, 2026
Jun 21, 2026
DIS
+4
DUOL
+3
Jun 19, 2026
MBLY
Jun 15, 2026
LYFT
+5
MGM
Jun 11, 2026
Jun 8, 2026
Jun 7, 2026
HIMS