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Big Picture ConceptsBig Picture Concepts
The Gartner Hype Cycle & Where I Want to Invest
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The Gartner Hype Cycle & Where I Want to Invest

The "Trough of Disillusionment" is where the money is made.

Travis Hoium
Travis Hoium
GOOGGOOG
Alphabet Stock: Sustaining Innovation on Steroids

Alphabet Stock: Sustaining Innovation on Steroids

Google may be the only "no-brainer" stock pick in AI today.

Travis Hoium
Travis Hoium
GMGM
URGENT UPDATE: GM Shuts Down Cruise. What I'm Doing Today
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URGENT UPDATE: GM Shuts Down Cruise. What I'm Doing Today

Cruise was the reason to own GM. Now that Cruise is done, so am I.

Travis Hoium
Travis Hoium
Big Picture ConceptsBig Picture Concepts
When In Doubt, Zoom Out

When In Doubt, Zoom Out

The bigger picture is more important than the details.

Travis Hoium
Travis Hoium
Autonomous DrivingAutonomous Driving
+3+3
The Biggest Disruption of 2025 Is Already Here

The Biggest Disruption of 2025 Is Already Here

Autonomous driving will be top of mind in 2025.

Travis Hoium
Travis Hoium
HOODHOOD
Robinhood Is More Than a YOLO Trade This Time
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Robinhood Is More Than a YOLO Trade This Time

Robinhood is now the #3 position in the Asymmetric Portfolio after a 100% jump in the stock. But I'm not selling because the future is too bright.

Travis Hoium
Travis Hoium
Big Picture ConceptsBig Picture Concepts
Commoditizing Complements and AI's (Potentially) Disappointing Future For Investors

Commoditizing Complements and AI's (Potentially) Disappointing Future For Investors

This week, Amazon showed why a lot of AI hype in the stock market may not be justified.

Travis Hoium
Travis Hoium
Stock BuysStock Buys
What I'm Buying: December 2024 Asymmetric Portfolio Update
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What I'm Buying: December 2024 Asymmetric Portfolio Update

I'm buying 4 stocks this month.

Travis Hoium
Travis Hoium
COINCOIN
The Golden Age Of Blockchain Disruption
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The Golden Age Of Blockchain Disruption

If clear rules are set, we may see a floury of innovation on the blockchain over the next decade.

Travis Hoium
Travis Hoium
Today's Confusing Retail Picture

Today's Confusing Retail Picture

Is the consumer all right?

Travis Hoium
Travis Hoium
Big Picture ConceptsBig Picture Concepts
Buy Upside You Don't Have to Pay For
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Buy Upside You Don't Have to Pay For

A key to asymmetric returns is buying upside the market hasn't yet priced in.

Travis Hoium
Travis Hoium
MGMMGM
+1+1
Finding Value In a Frothy Market

Finding Value In a Frothy Market

Stocks are getting expensive, but there are still deals to be had.

Travis Hoium
Travis Hoium
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