Spotlight

Spotlight

Spotify

Alphabet

Coinbase

Portillo’s

Virgin Galactic

On Holding

Airbnb

Disney

MGM Resorts

Crocs

Zillow

Matterport

Owlet

SoFi

Robinhood

Hims & Hers

Mobileye

Figs

Lyft & Uber

Joby

Duolingo

Bumble

Garmin

Thryv

Zeta Global

ONON

State of the Portfolio: Top 5 Holdings

Jun 13, 2026

State of the Portfolio: Top 5 Holdings

Reviewing Alphabet, Hims & Hers, MGM Resorts, On Holding, and Robinhood.

MGM

+5

On & Owlet: Great Earnings & Plunging Stocks

Mar 14, 2026

On & Owlet: Great Earnings & Plunging Stocks

Follow the growth.

OWLT

+1

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

Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

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