Asymmetric Investing
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Big Picture Concepts

Big Picture Concepts

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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

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When In Doubt, Zoom Out

The bigger picture is more important than the details.

Travis Hoium

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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

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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

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

10x returns don't come from selling now.

Travis Hoium

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Everything (And Nothing) Changed This Week

Be careful with a hot stock market.

Travis Hoium

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How to Read an Earnings Report

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

Travis Hoium

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The False Comfort of Safety: When Icons Fall

Nike and Starbucks have fallen from favor and may never recover.

Travis Hoium

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The 4 Reasons Stocks Go Up

When you break it down, it's as simple as this.

Travis Hoium