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AMA

July 2026 Stock Buys AMA: Asymmetric Investing


Jul 9, 2026

Livestream in 1 hour.

LockSimple
Premium

Netflix's Big Moment


Jul 6, 2026

Netflix has lost momentum, and here's an opportunity to get it back.

LYFT

+2

Waymo & Uber Break-Up


Jul 4, 2026

Waymo is taking the vertically integrated model.

Stock Buys

+1

What I'm Buying: July 2026 Asymmetric Portfolio Update


Jul 1, 2026

I'm partially selling 1 stock and buying 4 stocks this month.

TMDX

TransMedics Spotlight: Disrupting Organ Transplantation


Jul 1, 2026

A 10x opportunity in a high-value corner of healthcare.

LockSimple
Premium

Everything Is Moving Faster


Jun 29, 2026

Up the escalator, out the window.

ZETA

Zeta's Superpower


Jun 27, 2026

What if half of your advertising money wasn't wasted?

LockSimple
Premium

Big Picture Concepts

Pricing Power vs Extortion Pricing


Jun 26, 2026

Both are profitable, but only one is sustainable.

Why Everything In the Market Just Changed


Jun 22, 2026

Debt will fuel the next phase of the market, for better or worse.

DIS

+4

State of the Portfolio: Holdings 16-20


Jun 21, 2026

Reviewing Disney, Mobileye, Portillo's, Garmin, and Airbnb.

LockSimple
Premium

DUOL

+3

State of the Portfolio: Holdings 11-15


Jun 20, 2026

Reviewing Joby, Spotify, Owlet, Coinbase, and Duolingo.

LockSimple
Premium

MBLY

Mobileye’s Gambit


Jun 19, 2026

Mobileye is going to own robotaxis, which is a big risk.

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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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