$AVAV···Hoium avoids AeroVironment: 50x earnings for 6% growth and inconsistent profitabilitytravis hoium·Asymmetric Investing·15 days agoshow more ▾
$UBER···Hoium: Uber COO's $5M insider buy signals conviction in aggregator AV strategytravis hoium·Asymmetric Investing·16 days agoshow more ▾
$JOBY···Hoium adds to Joby Aviation position: first-mover eVTOL with 1-year aircraft paybacktravis hoium·Asymmetric Investing·22 days agoshow more ▾
$HIMS···Hoium calls Hims & Hers the Netflix of healthcare with 10-100x upsidetravis hoium·Asymmetric Investing·24 days agoshow more ▾
$HIMS···Hims & Hers biggest portfolio position: GLP-1 pivot drives 38% growth at 2.8x EV/Salestravis hoium·Asymmetric Investing·last monthshow more ▾
$HOOD···Hoy bullish on Robinhood's RIA marketplace pivot despite rich valuationtravis hoium·Asymmetric Investing·last monthshow more ▾
$ONON···On Holding's premium strategy creates margin expansion opportunity as growth normalizesunknown·Asymmetric Investing·last monthshow more ▾
$HIMS···Asymmetric Investing's largest position: HIMS sacrificing margins for healthcare aggregator dominancetravis hoium·Asymmetric Investing·2 months agoshow more ▾
$HIMS···Hims & Hers launches doctor-led AI-native care with smart scale data flywheeltravis hoium·Asymmetric Investing·2 months agoshow more ▾
$UBER···Hoy calls Uber Wall Street's most misunderstood stock with 20%+ booking growth at 15x earningstravis hoium·Asymmetric Investing·2 months agoshow more ▾
$SOFI···Asymmetric Investing names SoFi top August 2026 pick on digital banking flywheelunknown·Asymmetric Investing·2 months agoshow more ▾
$SOFI···Travis Ho sees SoFi as compelling buy after 8% post-earnings droptravis ho·Asymmetric Investing·2 months agoshow more ▾
$HIMS···Hoium calls FTC lawsuit 'nothingburger', sees 13% drop as buying opportunity for largest positiontravis hoium·Asymmetric Investing·2 months agoshow more ▾
$UBER···Hoium sees Uber as 10x stock driven by autonomy tailwind and consumer lock-intravis hoium·Asymmetric Investing·2 months agoshow more ▾
$ZETA···Hoium adds to Zeta Global position after $1B credit facility boosts M&A and buyback optionalitytravis hoium·Asymmetric Investing·2 months agoshow more ▾
$GM···Hoyam: GM at 6x earnings with 107% 3-year return, massive buybacks, and digital/insurance growth aheadtravis hoium·Asymmetric Investing·2 months agoshow more ▾
$GOOGL···Hoium sold Alphabet stake as capex arms race drives free cash flow negativetravis hoium·Asymmetric Investing·2 months agoshow more ▾
$ORCL···Hoyam warns Oracle's AI data center buildout faces funding crisis as debt costs surgetravis hoium·Asymmetric Investing·2 months agoshow more ▾