LYFT
Nov 9, 2025
Lyft & Uber: An Underappreciated Opportunity
The 10x opportunity lies in the disruption of supply.
LYFT
+1
Oct 26, 2025
Earnings Preview: Lyft, Coinbase, MGM, On, and Zillow
A look at holdings #6-#10 in the Asymmetric Portfolio.
LYFT
+4
Sep 13, 2025
The Biggest Innovation Of Our Lifetime
Changing how we get goods delivered and how we move through the world is a bigger innovation than the iPhone.
LYFT
+3
Sep 5, 2025
Why DoorDash Should Buy Lyft
Aggregation, autonomy, and (eventually) robots make this deal a no-brainer.
LYFT
+1
Aug 9, 2025
Autonomous Driving's Inflection Point
The opportunity has arrived, even if the market doesn't see it.
LYFT
+2
Jul 19, 2025
Uber and Commoditizing Autonomous Driving
There won't be a "winner-take-all" autonomous vehicle.
LYFT
+3
Jun 21, 2025
Owlet's Pop, MGM's Wins Online, Amazon in Autonomy, and Hers Gummies
A lot happened with Asymmetric Portfolio stocks this week.
LYFT
+5
May 29, 2025
Autonomous Vehicles Are Having an Incredible Week!
Autonomy announcements are coming left and right, and this could be a turning point for the industry.
LYFT
+4
May 9, 2025
Let's Celebrate Some Big Investing Wins
These 3 stocks are up 76%, 47%, and 29% in a month.
LYFT
+2
Mar 29, 2025
Autonomous Driving Business Models: Tesla vs Mobileye
The right business model is a critical differentiator in autonomy.
LYFT
+3
Feb 14, 2025
New Autonomy Leaders Are Emerging (And Tesla Is Falling Behind)
Autonomy is coming faster than you think.
LYFT
+1
