Archive

Compounding and Volatility

Mar 30, 2025

I’m down BIG in 2 months and still crushing the market. How? Simple math.

HOOD

Robinhood Does It Again

Mar 29, 2025

The innovation machine is hitting on all cylinders.

Premium

LYFT

Autonomous Driving Business Models: Tesla vs Mobileye

Mar 29, 2025

The right business model is a critical differentiator in autonomy.

Premium

Trump's Auto Tariffs, Google's M&A, and How I'm Investing Today

Mar 27, 2025

GOOG

Has Waymo Already Won Autonomous Driving?

Mar 23, 2025

Alphabet's underappreciated subsidiary is scaling fast and building a lead over competitors.

Disney: The Growth Stock?

Mar 23, 2025

It's a big year ahead for one of my more contrarian stocks.

Premium

HOOD

Gambling, Prediction Markets, and Robinhood's Innovation

Mar 22, 2025

Robinhood may have a bigger vision than basketball gambling on the app.

Premium

Big Picture Concepts

Why Inflation Is Good

Mar 20, 2025

Complaints about inflation are missing the point.

Cash Is King (Again)

Mar 16, 2025

When uncertainty strikes, cash is a great indicator of strength in your portfolio.

State of the Portfolio: Part 2

Mar 15, 2025

A look at the strengths and weaknesses of every stock in the Asymmetric Universe.

Premium

Asymmetric Portfolio

State of the Portfolio: Part 1

Mar 14, 2025

A look at the strengths and weaknesses of every stock in the Asymmetric Universe.

Premium

Artificial Intelligence

AI, Robotics, and The Commoditization of the Physical World

Mar 13, 2025

AI robotics is advancing incredibly quickly, but is this the next LLM race in AI?