
Oct 25, 2025
What I'm looking for from earnings at the Top 5 holdings in the Asymmetric Portfolio.
SOFI
+4

Oct 19, 2025
Netflix is tapping into Spotify's creator ecosystem.
SPOT
+1

May 2, 2025
A value stock and a monster performer that's getting a little expensive.
MGM
+1

Oct 25, 2024
Are we in for another round of earnings beats?
Z
+4

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