Is the consumer all right?
A key to asymmetric returns is buying upside the market hasn't yet priced in.
Stocks are getting expensive, but there are still deals to be had.
Bob Iger's last hurrah as CEO of Disney.
Scaling is starting to take hold at SoFi.
Why Spotify, Zillow, and Disney are all up big.
10x returns don't come from selling now.
Be careful with a hot stock market.
Multiple billion-dollar businesses are on the horizon...eventually.
This is rapidly becoming a platform to reckon with.
What will Warren do next?
Alphabet is winning where it matters most.
