Follow the talent.
It's not time to panic, but it is time to pay attention.
Have we figured out the form factor of the future?
Spotify is up 429% since the Asymmetric Investing Spotlight. Is it time to trim the position?
A lot happened with Asymmetric Portfolio stocks this week.
Founders see the world differently than managers, which even Apple is finding out the hard way.
The money floating around AI is getting ridiculous.
Stablecoins are taking over.
War in the Middle East is not a reason to sell great companies.
Does the market think the economy is fine or not?
Apple is playing from behind going into tomorrow's WWDC keynote.
Stablecoins are hot once again.
