Growth Stock Crash: Are SoFi, Robinhood, and Coinbase Screaming Buys?

2026-02-18 · 3 company · 3 thematic

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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.

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“This is a bank that's just a digital bank. So, you don't have a lot of the cost infrastructure that you have from traditional banks... financial services has now gone from losing $191 million at the end of September 2022... to now nearly $…”

—travis hoium

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