Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Duolingo
Bumble
Garmin
Thryv
Zeta Global
Aug 2, 2026
The long-term thesis is still intact.
HIMS
Jul 31, 2026
Now, the FTC is coming after Hims & Hers?
Big Picture Concepts
Jul 30, 2026
Leopold Aschenbrenner's fund blew up today. We can all learn something.
GOOG
Jul 27, 2026
Is there a return on AI?
Jul 26, 2026
It was a good week, no matter what the market said.
Jul 24, 2026
The CEO leaving didn't help.
AMA
Jul 23, 2026
Join me at 10:00 a.m. Central.
Jul 20, 2026
Big buybacks could get these companies off the mat.
Jul 18, 2026
Can the spending keep going up?
UBER
Jul 17, 2026
A big announcement from Asymmetric Investing.
Jul 13, 2026
The product is wrong, the strategy is off, and now Apple is suing.
JOBY
Jul 11, 2026
Joby should start answering these big questions.