The #2 position in the Asymmetric Portfolio has been on fire in 2025.
Earnings season marches on.
Both stocks popped on solid earnings reports.
Autonomy is coming faster than you think.
It was a big week for Asymmetric Investing, including Disney setting a solid foundation ahead of ESPN's mover over the top.
If he does, I need to raise my prices.
Alphabet's capex is going to be higher than expected in 2025 and that's thrown the market for a loop.
Spotify has won the audio business and is now a money making machine.
I'm buying 5 stocks today.
Tariffs are coming and (despite all the newly minted experts) we don't know what happens next.
Progress is the word of the week.
We now know hyperscalers are slowing their spending growth.
