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Archive

HIMS

Hims & Hers: Why 50% Growth Is On the Horizon


Jun 7, 2026

The inflection in growth will be faster than you think.

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GOOG

Google Goes All-In


Jun 6, 2026

Google will win, but to what end?

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AMA

Stock Buys AMA: Asymmetric Investing


Jun 5, 2026

Livestream in 1 hour.

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MGM

Live AMA Tomorrow & MGM Resorts' Buyout Offer


Jun 5, 2026

Let's talk stocks today.

Stock Buys

What I'm Buying: June 2026 Asymmetric Portfolio Update


Jun 1, 2026

I'm buying 3 stocks this month.

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MGM

MGM Resorts: A Value Stock Gaining Momentum


May 31, 2026

This money-making machine is finally getting some credit.

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MGM

Lessons From Plug Power and SunEdison


May 30, 2026

Growth isn't always enough.

Jobs as a Service


May 26, 2026

Seat-based SaaS may be in trouble as a business model, but for some Jobs as a Service will be even bigger.

OWLT

Owlet's Profitability & Bet on Telehealth


May 25, 2026

I like management's change of tune.

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PTLO

Is Portillo's Toast?


May 24, 2026

The thesis may be busted, and I should have seen it coming.

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Big Picture Concepts

Exponential Growth Squared


May 23, 2026

The exponential growth in tokens, exponential demand, elastic pricing, and the looming debt problem.

Can We Talk About Inflation?


May 18, 2026

Inflation is rising, which is a bad omen for the market.

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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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