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Archive

SoFi, Coinbase, and Mobileye Earnings Updates


Aug 3, 2024

It was a noisy quarter all around.

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The Stock Market's Temper Tantrum


Aug 2, 2024

The Fed isn't here to save your portfolio.

What I'm Buying: August 2024 Asymmetric Portfolio Update


Aug 1, 2024

I'm buying 3 stocks this month.

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Alphabet Stock Is Becoming a “No-Brainer” Buy in Big Tech


Jul 28, 2024

AI disruption no longer looks like a threat to Alphabet.

General Motors Earnings Conundrum


Jul 27, 2024

Operations are going well but Wall Street is focused on the uncertainty.

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🎵 Spotify's Earnings Are Music To My Ears 🎵


Jul 26, 2024

Spotify is up 146% since the Asymmetric Investing spotlight.

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Peacock, The Olympics, and Throwing Good Money After Bad


Jul 25, 2024

Peacock's streaming dreams are doomed and it's not the only one.

Tech Stocks Fall...Is the AI Bubble Popping?


Jul 21, 2024

Investors took AI risk off the table last week.

Earnings Preview: $HOOD, $SOFI, $HIMS


Jul 20, 2024

Disruption is in focus today.

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Earnings Preview: $DIS, $PTLO, $CELH, $OWLT


Jul 19, 2024

Taking the contrarian view into earnings.

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Bundle Economics and Internet Profits


Jul 18, 2024

Bundles are becoming more common online and they're going to get much more profitable for the companies with scale.

What Pepsi and Wells Fargo Tell Us About Earnings Season


Jul 14, 2024

Early results weren't encouraging.

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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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