Archive

Apr 12, 2024

Tesla is the big name in autonomous driving, but the asymmetric opportunity is elsewhere.

Apr 11, 2024

Costco has inspired immitators across industry.

Apr 7, 2024

Robinhood may be the most disruptive company in fintech today.

Apr 5, 2024

Focusing on one flaw in Alphabet's business misses the advantages the company has in tech.

Apr 4, 2024

Spotify is already up 100% for asymmetric investors and the stock is just getting started.

Apr 1, 2024

I'm buying 4 stocks today.

Mar 31, 2024

Celebrating success and learning from failure after a year of Asymmetric Investing.

Mar 30, 2024

Robinhood has used free trading as a Trojan Horse into the financial services business.

Mar 29, 2024

Questioning the Thesis Behind GM's Asymmetric Potential

Mar 28, 2024

Disney is signing the biggest names in entertainment and sports for a reason.

Mar 17, 2024

Zillow may be the biggest beneficiary of new rules in the real estate industry.

Mar 16, 2024

We discussed Matterport's technology, business model, and rapidly improving financials.