Asymmetric Investing is about buying, but when do you sell?
It's time to take some chips off the table.
Investors can lose everything with the wrong mindset.
Here's why the Asymmetric Portfolio is falling right now.
Labs is lower cost than incumbents and could open up new opportunities for Hims & Hers.
The bond market is sending warning signs.
Risk is falling and the opportunity ahead is becoming clearer.
Experiences are the core and streaming is now the growth story.
On continues to be a no-brainer stock at this price.
TL;DR: Stay the course.
The 10x opportunity lies in the disruption of supply.
Management is pushing all the right buttons to be a disruptor in healthcare.
