Archive

The Week Ahead

Jun 15, 2026

Here's what I'm watching.

LYFT

State of the Portfolio: Holdings 6-10

Jun 14, 2026

Reviewing Uber, SoFi, Zillow, Lyft, and Zeta.

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MGM

State of the Portfolio: Top 5 Holdings

Jun 13, 2026

Reviewing Alphabet, Hims & Hers, MGM Resorts, On Holding, and Robinhood.

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Why I'm NOT Buying the SpaceX IPO

Jun 11, 2026

There's not a lot to like. Seriously!

How Expensive Is the Stock Market?

Jun 8, 2026

The answer may shock you.

HIMS

Hims & Hers: Why 50% Growth Is On the Horizon

Jun 7, 2026

The inflection in growth will be faster than you think.

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GOOG

Google Goes All-In

Jun 6, 2026

Google will win, but to what end?

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AMA

Stock Buys AMA: Asymmetric Investing

Jun 5, 2026

Livestream in 1 hour.

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MGM

Live AMA Tomorrow & MGM Resorts' Buyout Offer

Jun 5, 2026

Let's talk stocks today.

Stock Buys

What I'm Buying: June 2026 Asymmetric Portfolio Update

Jun 1, 2026

I'm buying 3 stocks this month.

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MGM

MGM Resorts: A Value Stock Gaining Momentum

May 31, 2026

This money-making machine is finally getting some credit.

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MGM

Lessons From Plug Power and SunEdison

May 30, 2026

Growth isn't always enough.