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Archive

Why I'm NOT Buying the SpaceX IPO


Jun 11, 2026

There's not a lot to like. Seriously!

How Expensive Is the Stock Market?


Jun 8, 2026

The answer may shock you.

HIMS

Hims & Hers: Why 50% Growth Is On the Horizon


Jun 7, 2026

The inflection in growth will be faster than you think.

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GOOG

Google Goes All-In


Jun 6, 2026

Google will win, but to what end?

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AMA

Stock Buys AMA: Asymmetric Investing


Jun 5, 2026

Livestream in 1 hour.

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MGM

Live AMA Tomorrow & MGM Resorts' Buyout Offer


Jun 5, 2026

Let's talk stocks today.

Stock Buys

What I'm Buying: June 2026 Asymmetric Portfolio Update


Jun 1, 2026

I'm buying 3 stocks this month.

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MGM

MGM Resorts: A Value Stock Gaining Momentum


May 31, 2026

This money-making machine is finally getting some credit.

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MGM

Lessons From Plug Power and SunEdison


May 30, 2026

Growth isn't always enough.

Jobs as a Service


May 26, 2026

Seat-based SaaS may be in trouble as a business model, but for some Jobs as a Service will be even bigger.

OWLT

Owlet's Profitability & Bet on Telehealth


May 25, 2026

I like management's change of tune.

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PTLO

Is Portillo's Toast?


May 24, 2026

The thesis may be busted, and I should have seen it coming.

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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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