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▶ 5:36 · $GRMN · This Garmin Rally Has Serious Legs | Here's Why
episode briefing
Asymmetric Investing

This Garmin Rally Has Serious Legs | Here's Why

2026-02-20 · 1 company · 2 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 one of my most recent additions to my portfolio. So, things are seeming to go pretty well for Garmin. You are having consistent revenue growth. Not going to be the highest growth company. That valuation has always been a little bit…”
—travis hoium
now playing · $GRMN
$GRMN···bullish· medium· postravis hoium
Holm adds Garmin to portfolio on fitness segment strength and subscription upside
Garmin's vertically integrated model drives 30% operating margins; fitness segment growing 33% with high-margin wearables and emerging subscription revenue (Garmin Connect Plus, A…