Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Duolingo
Bumble
Garmin
Thryv
Zeta Global
May 30, 2024
I'm hunting for sustainable value in artificial intelligence and I haven't found it.
May 26, 2024
Don't overlook companies entering an industry through an unloved segment.
May 25, 2024
Don't sleep on the innovation taking place on the blockchain.
May 24, 2024
Going around the system is driving explosive growth.
May 23, 2024
How ads have saved Amazon's business and are sowing the seeds of disruption.
May 19, 2024
I must be missing something.
May 18, 2024
The good and the bad from earnings season.
May 17, 2024
We learned a lot this earnings season.
May 16, 2024
One of the biggest winners in Asymmetric Investing has plenty of runway ahead.
Asymmetric Portfolio
Every position and transaction in the portfolio.
May 12, 2024
Economic indicators are flashing a warning sign, so why are stocks still going up?
May 10, 2024
Quarterly results are noisy for Portillo's but the long-term trajectory is clear.
