ONON

On Earnings & Autopilot Portfolio Changes

Nov 13, 2025

On Earnings & Autopilot Portfolio Changes

On continues to be a no-brainer stock at this price.

ONON

Earnings Preview: Lyft, Coinbase, MGM, On, and Zillow

Oct 26, 2025

Earnings Preview: Lyft, Coinbase, MGM, On, and Zillow

A look at holdings #6-#10 in the Asymmetric Portfolio.

LYFT

+4

On Running - When Great Isn't Good Enough

Aug 15, 2025

On Running - When Great Isn't Good Enough

An example of long-term vs. short-term thinking.

ONON

Earnings Preview: Disney, Portillo's, Owlet, Hims & Hers, and On Holding

Oct 26, 2024

Earnings Preview: Disney, Portillo's, Owlet, Hims & Hers, and On Holding

Expect massive growth from this group.

DIS

+4