GRMN | Asymmetric Investing

Jun 21, 2026

Reviewing Disney, Mobileye, Portillo's, Garmin, and Airbnb.

DIS

+4

Feb 21, 2026

Sometimes, boring is good!

GRMN

Jan 19, 2026

Expanding Garmin's ecosystem of hardware with fitness content makes a lot of sense.

GRMN

+1

Jan 10, 2026

A multi-trillion dollar industry is going to be disrupted.

HIMS

+1

Dec 1, 2025

Garmin watches are a "must-have" for athletes, and as its data feed gets better, Garmin may become a "must-have" for all of us.

GRMN