I'm buying 4 stocks today.
Detailing every stock in a portfolio that's up 34.2% YTD.
Who is buying their stock while it's cheap?
It's time to start thinking about the risks we face in this market.
Alphabet is still the best AI stock today.
Follow the talent.
It's not time to panic, but it is time to pay attention.
Have we figured out the form factor of the future?
Spotify is up 429% since the Asymmetric Investing Spotlight. Is it time to trim the position?
A lot happened with Asymmetric Portfolio stocks this week.
Founders see the world differently than managers, which even Apple is finding out the hard way.
The money floating around AI is getting ridiculous.
