Archive

OWLT

On & Owlet: Great Earnings & Plunging Stocks

Mar 14, 2026

Follow the growth.

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Big Picture Concepts

Discovery, Distribution & Scale

Mar 13, 2026

The market's biggest winners are playing a different game entirely.

This Is How Recessions Start

Mar 8, 2026

Oil could be the straw that breaks the back of the economy.

HIMS

Hims & Hers May Have a Deal -- Stock Up 40%

Mar 7, 2026

A quick update on what we know today.

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DUOL

Duolingo's Asymmetric Potential: Short-Term vs Long-Term Investing

Mar 6, 2026

Duolingo's revenue could double by 2028.

AMA

March 2026 AMA in 1 Hour

Mar 3, 2026

Get your questions in and tune in live!

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Stock Buys

What I'm Buying: March 2026 Asymmetric Portfolio Update

Mar 2, 2026

I'm selling 1 stock and adding to 5 this month.

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Falling Stocks & Terminal Values

Mar 2, 2026

There's a good reason some stocks are down big in 2026.

LYFT

Uber + Joby & The Transportation Marketplace

Feb 28, 2026

Ride-sharing is about to be much more than cars with a driver.

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FIGS

Figs: The Shocking Stock Up 130%

Feb 28, 2026

I almost forgot I own this stock.

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Big Picture Concepts

Nothing Ever Happens

Feb 27, 2026

What if the future looks a lot like the past?

Hims & Hers: Making Sense of the Noise

Feb 24, 2026

The numbers don't tell the whole story.