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

Go to Tickers

JOBY

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5 Questions For Joby Aviation

Jul 11, 2026

Joby should start answering these big questions.

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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

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Community Is Here & Uber's Global Play

Jul 17, 2026

A big announcement from Asymmetric Investing.

Waymo & Uber Break-Up

Jul 4, 2026

Waymo is taking the vertically integrated model.

State of the Portfolio: Holdings 6-10

Jun 14, 2026

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

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GOOG

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What Does Alphabet's Plunging Stock Tell Us?

Jul 27, 2026

Is there a return on AI?

Alphabet's Upcoming Earnings & The Elephant In the Room

Jul 18, 2026

Can the spending keep going up?

Premium

Waymo & Uber Break-Up

Jul 4, 2026

Waymo is taking the vertically integrated model.

HOOD

See All

What Does Alphabet's Plunging Stock Tell Us?

Jul 27, 2026

Is there a return on AI?

Alphabet's Upcoming Earnings & The Elephant In the Room

Jul 18, 2026

Can the spending keep going up?

Premium

Waymo & Uber Break-Up

Jul 4, 2026

Waymo is taking the vertically integrated model.

COIN

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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.

Premium

This Week's Earnings Update

Feb 15, 2026

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

Premium

Latest

Sep 1, 2026

What I'm Buying: September 2026 Asymmetric Portfolio Update

Aug 31, 2026

Apple Is a Canary In the Coal Mine

Aug 24, 2026

What the Bond Market Is Telling Us

Aug 23, 2026

The Crypto Bounce & A Stock On My Radar

Aug 22, 2026

Autonomy's Moment Is Here

Aug 21, 2026

Hims & Hers CEO Lays Out His AI Healthcare Vision

Aug 17, 2026

Everyone Is Making the Same Trade

Aug 16, 2026

Lyft’s Growth, Value & Buybacks

LYFT

Aug 15, 2026

Zeta Global Is On Fire

Aug 11, 2026

August Buys AMA & Hims & Hers Reaction

Aug 10, 2026

Duolingo's Tradeoff

Aug 9, 2026

Joby Aviation: Crank Up the Excitement

Aug 8, 2026

Is Zillow Winning or Losing?

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