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Archive

Amazon's Advertising Tax


May 23, 2024

How ads have saved Amazon's business and are sowing the seeds of disruption.

Artificial Intelligence Will Solve Everything...Right?


May 19, 2024

I must be missing something.

Earnings Update on Airbnb, Celsius, and Dropbox


May 18, 2024

The good and the bad from earnings season.

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Catching Up On Robinhood, Coinbase, and On Holding Earnings


May 17, 2024

We learned a lot this earnings season.

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Up 67.7%, Crocs Is Just Getting Started


May 16, 2024

One of the biggest winners in Asymmetric Investing has plenty of runway ahead.

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The Asymmetric Investing Portfolio


May 16, 2024

Every position and transaction in the portfolio.

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Making Sense Of a Crazy Stock Market


May 12, 2024

Economic indicators are flashing a warning sign, so why are stocks still going up?

Portillo's Stock: Separating Signal From Noise


May 10, 2024

Quarterly results are noisy for Portillo's but the long-term trajectory is clear.

Disney's Vision vs Disney's Reality


May 9, 2024

Your opinion of Disney stock may depend on the timeframe you're looking at.

Peloton Stock: The Good, The Bad, and The Buyout?


May 8, 2024

Results are awful and private equity buyers are circling.

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Apple Stock: Good Buybacks vs Bad Buybacks


May 5, 2024

The market seems to be confused as to what buybacks are for.

Earnings Recap: SoFi, Zillow, and MGM Resorts


May 4, 2024

What you need to know.

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Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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