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▶ 0:34 · $SOFI · Top Stocks to Double Up on Right Now
episode briefing
Asymmetric Investing

Top Stocks to Double Up on Right Now

2026-03-12 · 3 company · 3 thematic
sentiment
3 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
“SoFi is one of those companies that's always divisive when you talk to people who are into banking because it trades a little bit differently than a typical banking company because it's not a typical banking company. It's much more of a di…”
—travis hoium
now playing · $SOFI
$SOFI···bullish· high· postravis hoium
SoFi digital banking platform warrants doubling down at 43% discount
SoFi's digital platform model drives operating leverage with 55% member CAGR and 116% financial services revenue CAGR, trading at a reasonable 2.3x book value for a platform that…
$ONON···bullish· high· postravis hoium
On Holding premium athletic brand offers compelling value at 25x forward earnings
On Holding combines 35% revenue CAGR with 63% gross margins and pricing power, trading at just 25x forward P/E and 3.4x EV/sales — a 75% premium to Nike justified by superior grow…
$UBER···bullish· high· postravis hoium
Uber autonomy tailwinds create asymmetric opportunity at 22x forward earnings
Uber's leadership in ride-sharing with 202M monthly users and rising take rates combines with autonomy's path to $1/mile costs to potentially 10x the addressable market as consume…