MBLY
Jun 21, 2026
State of the Portfolio: Holdings 16-20
Reviewing Disney, Mobileye, Portillo's, Garmin, and Airbnb.
DIS
+4
Feb 28, 2026
Uber + Joby & The Transportation Marketplace
Ride-sharing is about to be much more than cars with a driver.
LYFT
+3
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
Aug 9, 2025
Autonomous Driving's Inflection Point
The opportunity has arrived, even if the market doesn't see it.
LYFT
+2
Jul 20, 2025
Earnings Preview: Alphabet and Mobileye
The earnings train begins this week.
GOOG
+1
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
Mar 29, 2025
Autonomous Driving Business Models: Tesla vs Mobileye
The right business model is a critical differentiator in autonomy.
LYFT
+3
Mar 23, 2025
Has Waymo Already Won Autonomous Driving?
Alphabet's underappreciated subsidiary is scaling fast and building a lead over competitors.
GOOG
+2
Feb 14, 2025
New Autonomy Leaders Are Emerging (And Tesla Is Falling Behind)
Autonomy is coming faster than you think.
LYFT
+1
