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▶ 5:34 · $JOBY · My September Portfolio: Why I'm Betting on JOBY
episode briefing
Asymmetric Investing

My September Portfolio: Why I'm Betting on JOBY

2026-09-03 · 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
“this is my justification for adding to my position in Joby Joby Aviation this month. So, I wanted to do some napkin math... The payback period would be about a year for aircraft. That is really phenomenal economics for Joby Aviation once t…”
—travis hoium
now playing · $JOBY
$JOBY···bullish· high· postravis hoium
Hoium adds to Joby Aviation position: first-mover eVTOL with 1-year aircraft payback
Joby Aviation is nearing commercial operations with FAA certification progress, backed by Toyota manufacturing partnership and Atoms vertiport network; napkin math shows ~$5M airc…