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▶ 0:00 · $JOBY · Behind Joby's Massive 2026 Plans
episode briefing
Asymmetric Investing

Behind Joby's Massive 2026 Plans

2026-03-04 · 1 company · 1 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“Joby Aviation definitely isn't a stock that you're looking at their quarterly report and looking for things like revenue growth and what margins look like. This is a pre-revenue company... The potential for Joby Aviation is far down the ro…”
—travis hoium
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