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▶ 7:37 · Autonomous Vehicles · Autonomy to 10x ride-sharing market by lowering costs to $1/mile
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.

now playing · Autonomous Vehicles
Payments & Banking Infrastructuretailwindscore 8/10travis hoium
Digital banking platforms gaining operating leverage over traditional banks
Digital-first platforms like SoFi leverage member growth and fee-based financial services to achieve superior operating leverage vs traditional banks, enabling sustained 30%+ revenue growth…
Luxury Goodstailwindscore 7/10travis hoium
Premium athletic brands outperforming with pricing power and conservative guidance
Premium athletic brand On Holding demonstrates durable pricing power (63% gross margins) and growth superiority vs mass-market competitors like Nike, with management's conservative guidance…
Autonomous Vehiclestailwindscore 9/10travis hoium
Autonomy to 10x ride-sharing market by lowering costs to $1/mile
Autonomous vehicles will dramatically expand ride-sharing TAM by reducing per-mile costs to ~$1, making car ownership optional in metro areas and creating a structural tailwind for platform…