Archive

COIN

Coinbase's Crash & What to Think Now

Aug 2, 2025

Zoom out and invert.

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Stock Buys

What I'm Buying: August 2025 Asymmetric Portfolio Update

Aug 1, 2025

I'm buying 4 stocks today.

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SOFI

SoFi and Robinhood Are The Future of Finance

Jul 31, 2025

These high-flying stocks are posting incredible growth.

SPOT

Spotify's Record Quarter & Falling Stock

Jul 30, 2025

Expectations were high, and Spotify didn't impress investors.

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Big Picture Concepts

Buying, Selling, and Why I Have Frameworks

Jul 27, 2025

Creating guardrails for yourself is a key part of investing.

DIS

Is Disney Going All-In on the NFL? It Should!

Jul 27, 2025

If ESPN is the go-to for sports it will be a huge win for Disney.

GOOG

Google Flexes Its AI Muscles

Jul 25, 2025

The biggest winner in AI will be Google (Alphabet). That's becoming clear.

Special Situations

Special Situation: I'm Shorting Hype

Jul 21, 2025

I'm adding 3 positions to the "Special Situation Portfolio" that are all short the market.

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Priced For Perfection

Jul 21, 2025

The stock market's greed has me worried.

GOOG

Earnings Preview: Alphabet and Mobileye

Jul 20, 2025

The earnings train begins this week.

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LYFT

Uber and Commoditizing Autonomous Driving

Jul 19, 2025

There won't be a "winner-take-all" autonomous vehicle.

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JOBY

Joby's 190.7% Jump: Slowly Then All At Once

Jul 17, 2025

Joby Aviation has become one of the hottest stocks on the market.