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DIS

+4

State of the Portfolio: Holdings 16-20


Jun 21, 2026

Reviewing Disney, Mobileye, Portillo's, Garmin, and Airbnb.

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DUOL

+3

State of the Portfolio: Holdings 11-15


Jun 20, 2026

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

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MBLY

Mobileye’s Gambit


Jun 19, 2026

Mobileye is going to own robotaxis, which is a big risk.

The Week Ahead


Jun 15, 2026

Here's what I'm watching.

LYFT

+5

State of the Portfolio: Holdings 6-10


Jun 14, 2026

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

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MGM

+5

State of the Portfolio: Top 5 Holdings


Jun 13, 2026

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

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Why I'm NOT Buying the SpaceX IPO


Jun 11, 2026

There's not a lot to like. Seriously!

How Expensive Is the Stock Market?


Jun 8, 2026

The answer may shock you.

HIMS

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


Jun 7, 2026

The inflection in growth will be faster than you think.

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GOOG

Google Goes All-In


Jun 6, 2026

Google will win, but to what end?

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AMA

Stock Buys AMA: Asymmetric Investing


Jun 5, 2026

Livestream in 1 hour.

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MGM

Live AMA Tomorrow & MGM Resorts' Buyout Offer


Jun 5, 2026

Let's talk stocks today.

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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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