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Archive

Jobs as a Service


May 26, 2026

Seat-based SaaS may be in trouble as a business model, but for some Jobs as a Service will be even bigger.

OWLT

Owlet's Profitability & Bet on Telehealth


May 25, 2026

I like management's change of tune.

LockSimple
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PTLO

Is Portillo's Toast?


May 24, 2026

The thesis may be busted, and I should have seen it coming.

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Big Picture Concepts

Exponential Growth Squared


May 23, 2026

The exponential growth in tokens, exponential demand, elastic pricing, and the looming debt problem.

Can We Talk About Inflation?


May 18, 2026

Inflation is rising, which is a bad omen for the market.

Interview: Oscar Health CEO Mark Bertolini


May 17, 2026

Can Oscar Health be a 10x stock?

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Sustainable Growth


May 16, 2026

Are the market's hottest stocks sustainable?

HIMS

Hims & Hers: Short-Term vs Long-Term


May 14, 2026

A look into Q1 and why Q2-Q4 will be much better.

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Consumer Confidence, Gas Prices, Jobs, and Euphoric Markets


May 11, 2026

It's an odd mix in today's market.

LYFT

+3

Earnings Recap: Uber, Lyft, Coinbase, and Joby


May 9, 2026

The good and the bad.

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Inflection Points


May 8, 2026

This is where long-term investing pays off.

A Lesson in Energy


May 4, 2026

There's a reason investing in energy is (usually) boring.

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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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