Archive

AMA

Asymmetric Investing - April AMA

Apr 21, 2026

Live in 1 hour.

DIS

Disney's Real Moat

Apr 20, 2026

The parks are Disney's real moat, and they're only getting stronger.

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The April Bounce Returns, But Will It Last?

Apr 20, 2026

April was the bottom in 2025, and we may see the same in 2026.

HIMS

Up 96% in 2 Months: The Hims & Hers Comeback

Apr 18, 2026

I think the bounce has just begun.

Why They Call It An "Exit"

Apr 10, 2026

Are IPOs really an opportunity for us?

AMA

April Stock Buys AMA

Apr 8, 2026

Live in 30 minutes.

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Q1 Ended With a "Meh" & That's OK

Apr 6, 2026

There are still questions to be answered.

The Biggest Gambling Market In the World -- And Why Japan Matters

Apr 5, 2026

You're underestimating Japan's potential.

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HIMS

Trust and The $1 Billion 1-Man Business

Apr 4, 2026

We've seen this before.

Stock Buys

What I'm Buying: April 2026 Asymmetric Portfolio Update

Apr 1, 2026

I'm adding to 3 stocks this month.

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AMA

Monday Morning: AMA About the Market's Correction in 2026

Mar 30, 2026

I'll be answering your questions at 10:30 Central.

Buybacks as a Weapon

Mar 29, 2026

When stocks fall, great companies can buy back their own stock on the cheap.

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