I'm buying 3 stocks this month.
The founder-led comeback story.
Revenue growth gives an incomplete picture of asymmetric opportunities.
Airbnb stock has been a loser for Asymmetric Investing, but the company still has growth options.
For better or worse.
The distinction makes all the difference.
The 10x opportunity in education.
It's my fault for not talking about Spotify enough.
Autonomous vehicles are here and Lyft will be a huge beneficiary.
The "ChatGPT Moment" happened in 2022 and this week we got the "Gemini Moment".
Beating the market doesn’t mean every stock has to be a winner.
Changing how we get goods delivered and how we move through the world is a bigger innovation than the iPhone.
