Big Picture Concepts

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Big Picture ConceptsBig Picture Concepts

Mar 06, 2025

Rich People Sh*t

Making stuff once reserved for rich people accessible to a wider audience has long been a recipe for investing success.

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Feb 20, 2025

Apple's Lost Magic and the Future of Technology Hardware

The iPhone era is coming to an end, but what's next?

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Jan 23, 2025

AI's Napster Moment

DeepSeek may be the Napster of AI.

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Jan 16, 2025

10x Stocks: Valuation, Buybacks, and Massive Gains

Value stocks can generate 10x returns too.

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Jan 05, 2025

Why a Little Is Always Enough

Portfolio concentration should come naturally.

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Dec 13, 2024

Premium

The Gartner Hype Cycle & Where I Want to Invest

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

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Dec 08, 2024

When In Doubt, Zoom Out

The bigger picture is more important than the details.

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Dec 05, 2024

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

Big Picture ConceptsBig Picture Concepts

Nov 23, 2024

Premium

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

Big Picture ConceptsBig Picture Concepts

Nov 14, 2024

Market Mania, Crazy Valuations, and Why I'm Not Selling

10x returns don't come from selling now.

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Nov 10, 2024

Everything (And Nothing) Changed This Week

Be careful with a hot stock market.

Travis Hoium

Big Picture ConceptsBig Picture Concepts

Oct 31, 2024

How to Read an Earnings Report

Don't look at the stock price until you've done the work.

Travis Hoium