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Archive

Duolingo's Tradeoff


Aug 10, 2026

The market wants it all.

Joby Aviation: Crank Up the Excitement


Aug 9, 2026

It's almost go-time for eVTOL aircraft.

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Is Zillow Winning or Losing?


Aug 8, 2026

It may depend on your timeframe.

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Uber's Misunderstood Growth


Aug 6, 2026

The market wants more evidence that Uber's strategy is working, despite strong numbers.

What I'm Buying: August 2026 Asymmetric Portfolio Update


Aug 3, 2026

I'm buying 3 stocks this month.

What I'm Watching This Week


Aug 3, 2026

Earnings season is in full swing.

SoFi & Robinhood Earnings


Aug 2, 2026

The long-term thesis is still intact.

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HIMS

Big Pharma Is Terrified of Hims & Hers


Jul 31, 2026

Now, the FTC is coming after Hims & Hers?

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Big Picture Concepts

Buying Dips, Catching Knives & Blowing Up


Jul 30, 2026

Leopold Aschenbrenner's fund blew up today. We can all learn something.

GOOG

What Does Alphabet's Plunging Stock Tell Us?


Jul 27, 2026

Is there a return on AI?

HIMS

Hims & Hers Stock: Buy the Rumor, Sell the News


Jul 26, 2026

It was a good week, no matter what the market said.

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Mobileye's Earnings Beat & Falling Stock


Jul 24, 2026

The CEO leaving didn't help.

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Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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