Special Situations
+1
Jan 9, 2026
EV sales are down, FSD is falling behind, and Optimus is a mess, so why is Tesla worth $1.4 trillion?
MBLY
Jan 8, 2026
A big autonomy win has pushed Mobileye higher, but an acquisition added questions about management's priorities.
AMA
Jan 6, 2026
Let's talk about 2025 and what I see coming in 2026.
Big Picture Concepts
Jan 4, 2026
OpenAI will collapse, stablecoins have their day, and more!
Asymmetric Portfolio
Jan 2, 2026
I'm buying 4 stocks this month.
Jan 1, 2026
The Asymmetric Portfolio's return was 34.5% in 2025, beating the S&P 500's 16.4% return.
Dec 22, 2025
I'll be back before you know it.
COIN
Dec 21, 2025
Coinbase is becoming much more than a trading company.
HOOD
Dec 19, 2025
I talked with Robinhood's head of product about the company's vision, new AI features, and how prediction markets mix with investing.
If the market loses confidence in the "AI trade," it'll be a downward spiral for everyone involved.
Dec 14, 2025
There's a new website, and I hope you like it.
PTLO
Restaurants are struggling and Portillo's is no different.
