Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Duolingo
Bumble
Garmin
Thryv
Zeta Global
HIMS
Jun 26, 2025
Follow the talent.
Jun 24, 2025
It's not time to panic, but it is time to pay attention.
GOOG
Jun 22, 2025
Have we figured out the form factor of the future?
SPOT
Spotify is up 429% since the Asymmetric Investing Spotlight. Is it time to trim the position?
LYFT
+5
Jun 21, 2025
A lot happened with Asymmetric Portfolio stocks this week.
Jun 19, 2025
Founders see the world differently than managers, which even Apple is finding out the hard way.
Jun 16, 2025
The money floating around AI is getting ridiculous.
COIN
Jun 15, 2025
Stablecoins are taking over.
Jun 13, 2025
War in the Middle East is not a reason to sell great companies.
Jun 12, 2025
Does the market think the economy is fine or not?
Jun 8, 2025
Apple is playing from behind going into tomorrow's WWDC keynote.
Stablecoins are hot once again.
