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Archive

From Aggregation to Network Effects


Oct 3, 2026

RIP Aggregation. Long live network effects.

What I'm Buying: October 2026 Asymmetric Portfolio Update


Oct 1, 2026

I'm buying 3 stocks this month.

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We HAVE To Talk About Interest Rates


Sep 29, 2026

Rates are up, and that's bad news.

JOBY

Autonomous Flight Is Here!


Sep 28, 2026

Joby Aviation adds more optionality.

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MGM's Buyout Falls Through


Sep 26, 2026

As expected.

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Disaggregating the Aggregator


Sep 25, 2026

Can Muse become the new point of aggregation?

Value Is Hiding In Plain Sight


Sep 21, 2026

Some great businesses are being thrown out by the market.

Joining the Big Leagues: Is Mbappé On's Michael Jordan?


Sep 20, 2026

On just took on its biggest opportunity (and risk) yet.

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If Everyone Wins, Everyone Loses


Sep 18, 2026

If there's no moat, who wins in AI?

AI Safety & The AI Rug Pull


Sep 14, 2026

This is why exponentials matter.

Garmin: Boring Is Beautiful


Sep 14, 2026

It's not exciting, it's profitable.

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Uber Insiders & Modeling AV Economics


Sep 13, 2026

More reasons to like Uber stock.

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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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