Friday's drop was a fire drill to prepare us for a bigger pullback (eventually).
A fall 2025 look at the strengths and weaknesses of every stock in the Asymmetric Portfolio.
OpenAI's ambition is bigger than you might think.
We get an infusion of information over the next month.
Ownership structure and tax liabilities
The future of social media isn't looking very "social".
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.
