Asymmetric Investing
Analyzing stocks that have an asymmetric return potential of 10x (or more) over the next decade. Subscribe for access to the research and real-money portfolio.
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Every position and transaction in the portfolio.
Build the foundation for finding 10x stocks.
Artificial intelligence is a no-brainer for the rich (VCs) and talented (engineers) in Silicon Valley. What about the rest of us?
Alphabet is cheap and set to outperform big tech rivals.
Don't look at the stock price until you've done the work.
Autonomy will supercharge the winners in ride sharing.
Supply is out. Demand is in.
EVs will have a tough time surviving the next four years.
A Macau update has caused a little jump in the stock, but there's more ahead.
A fresh look at the biggest winner in the Asymmetric Portfolio.
I'm buying 4 stocks today.
Detailing every stock in a portfolio that's up 34.2% YTD.
Who is buying their stock while it's cheap?
It's time to start thinking about the risks we face in this market.
Alphabet is still the best AI stock today.
Follow the talent.
It's not time to panic, but it is time to pay attention.
Have we figured out the form factor of the future?
