Spotify is up 429% since the Asymmetric Investing Spotlight. Is it time to trim the position?
A lot happened with Asymmetric Portfolio stocks this week.
Founders see the world differently than managers, which even Apple is finding out the hard way.
The money floating around AI is getting ridiculous.
Stablecoins are taking over.
War in the Middle East is not a reason to sell great companies.
Does the market think the economy is fine or not?
Apple is playing from behind going into tomorrow's WWDC keynote.
Stablecoins are hot once again.
Matching what management says with what they do is a differentiator for investors.
This isn't about Thursday's Twitter drama, I swear.
I'm buying 5 stocks this month.