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 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.
May 9, 2024
Your opinion of Disney stock may depend on the timeframe you're looking at.
May 8, 2024
Results are awful and private equity buyers are circling.
May 5, 2024
The market seems to be confused as to what buybacks are for.
May 4, 2024
What you need to know.
May 2, 2024
Business models matter.
May 1, 2024
I'm buying 5 stocks today.
Apr 28, 2024
Now is not the time to pay a premium for hot stocks.
Apr 27, 2024
Stripe is integrating stablecoins in another sign the blockchain is winning.
