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Archive

MBLY

Mobileye Is Taking On Waymo & Tesla


Jan 11, 2025

This week, Mobileye laid out how it will get millions of fully autonomous vehicles on the road.

HIMS

Hims & Hers: From GLP-1s to Menopause


Jan 10, 2025

The platform is being built in front of our eyes.

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Artificial Intelligence

Artificial Intelligence & The End Of Silicon Valley's Money Factory


Jan 9, 2025

The zero marginal cost days in Silicon Valley may be over.

Big Picture Concepts

Why a Little Is Always Enough


Jan 5, 2025

Portfolio concentration should come naturally.

LYFT

Lyft's Optionality Just Got Even More Interesting


Jan 4, 2025

Amazon buying Lyft? It's not as crazy as it might seem.

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Expect the Unexpected in 2025


Jan 3, 2025

Predictions about 2025 have a striking similarity, and life never plays out that clearly.

Stock Buys

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


Jan 2, 2025

I'm buying 4 stocks today.

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Asymmetric Portfolio's Year-End Performance Update


Jan 1, 2025

The portfolio returned 35.30% in 2024, beating the S&P 500's 23.31% return.

Asymmetric Investing Upgrades For 2025


Dec 29, 2024

Expect more from Asymmetric Investing in 2025.

A Quick Word Before the Holidays


Dec 22, 2024

Happy holiday week from Asymmetric Investing

2024's Biggest Misses in Asymmetric Investing


Dec 22, 2024

Not everything worked as planned this year.

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2024's Biggest Wins in Asymmetric Investing


Dec 21, 2024

There were some huge wins for Asymmetric Investing in 2024.

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Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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