Happy holiday week from Asymmetric Investing
Not everything worked as planned this year.
There were some huge wins for Asymmetric Investing in 2024.
Maybe, both?
Summing up the year on Asymmetric Investing.
Autonomy will supercharge the winners in ride sharing.
The "Trough of Disillusionment" is where the money is made.
Google may be the only "no-brainer" stock pick in AI today.
Cruise was the reason to own GM. Now that Cruise is done, so am I.
The bigger picture is more important than the details.
Autonomous driving will be top of mind in 2025.
Robinhood is now the #3 position in the Asymmetric Portfolio after a 100% jump in the stock. But I'm not selling because the future is too bright.
