Archive

HIMS

Has Hims & Hers Become a Meme Stock Bubble?

Feb 16, 2025

The #2 position in the Asymmetric Portfolio has been on fire in 2025.

CROX

Crocs, Airbnb, and Coinbase Earnings Recaps

Feb 15, 2025

Earnings season marches on.

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MGM

Robinhood and MGM Resorts Earnings Recaps

Feb 14, 2025

Both stocks popped on solid earnings reports.

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LYFT

New Autonomy Leaders Are Emerging (And Tesla Is Falling Behind)

Feb 14, 2025

Autonomy is coming faster than you think.

The Week That Was on Wall Street | Disney's Foundation Is Set

Feb 9, 2025

It was a big week for Asymmetric Investing, including Disney setting a solid foundation ahead of ESPN's mover over the top.

UBER

Uber Update & Does Bill Ackman Read Asymmetric Investing?

Feb 8, 2025

If he does, I need to raise my prices.

GOOG

What's $75 Billion Among Friends?

Feb 8, 2025

Alphabet's capex is going to be higher than expected in 2025 and that's thrown the market for a loop.

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SPOT

Spotify Now "Owns Your Ears"

Feb 6, 2025

Spotify has won the audio business and is now a money making machine.

Asymmetric Portfolio

What I'm Buying Today: February 2025 Asymmetric Portfolio Update

Feb 3, 2025

I'm buying 5 stocks today.

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Tariff Tantrum 2025: Into the Unknown

Feb 2, 2025

Tariffs are coming and (despite all the newly minted experts) we don't know what happens next.

UBER

Autonomous Driving Fits and Starts

Feb 1, 2025

Progress is the word of the week.

Artificial Intelligence

Is the AI Bubble Bursting?

Jan 30, 2025

We now know hyperscalers are slowing their spending growth.