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Asymmetric Investing
host · unknown
episodes
107
mentions
391
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110
net sentiment
37%
tickers discussed · 110
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guests & speakers · 8
episodes · 107
Why Hims & Hers AI Is a Game Changer1 insight
2026-08-08 · Hoyam holds largest position in Hims & Hers, cites AI-driven data flywheel in GLP-1 weigh…
Why Uber Is the #1 Stock Wall Street Is Getting Wrong5 insights
2026-08-07 · Travis Hoy names Uber as largest portfolio position, sees 20%+ booking growth at 15x earn…
My Top Stock to Buy in August 2026 | $SOFI2 insights
2026-08-03 · Asymmetric Investing names SoFi top August 2026 pick on digital banking flywheel
Is SoFi Stock a Buy Today?2 insights
2026-07-30 · Travis Ho sees SoFi as compelling buy after 8% post-earnings drop
Hims & Hers Stock ALERT! -- Everything You Need to Know2 insights
2026-07-29 · Hoyam calls FTC lawsuit nothingburger, sees buying opportunity as Hims & Hers disrupts ph…
5 Growth Stocks Nobody's Talking About Yet5 insights
2026-07-28 · Hims & Hers building position: 50% telehealth share, GLP-1s drive 50%+ growth to $100B+
Why Zeta Global Stock Popped After $1 Billion Deal | $ZETA1 insight
2026-07-28 · Hoium adds Zeta Global on $1B credit facility flexibility
This Undervalued Stock Is Printing Cash (Here's Why)1 insight
2026-07-24 · Hoyam: GM at 6x earnings with 107% 3-year return, massive buybacks, and digital/insurance…
Ask Me Anything: July 2026 Edition34 insights
2026-07-24 · Sold Alphabet stake as capex arms race threatens free cash flow
Hims Peptide Catalyst: The Valuation Shift Nobody Saw Coming2 insights
2026-07-23 · FDA peptide panel recommendations create compounding tailwind for Hims & Hers
Oracle's 60% Collapse Shows a Bigger Problem1 insight
2026-07-23 · Hoyam warns Oracle's AI data center buildout faces funding crisis as debt costs surge
Archer Aviation Surges 19% (Here's Why)2 insights
2026-07-20 · Joby Aviation preferred over Archer: clearer commercial path, Toyota manufacturing, 2026…
Memory Stocks Face 80% Collapse | Here's Why5 insights
2026-07-15 · Western Digital Exposed to Memory Cycle Downturn with 80% Downside Risk
Owlet vs the Market: Why This Stock Could Explode2 insights
2026-07-13 · Host adds to Owlet position citing FDA moat, telehealth optionality, and debt refinancing
Hims & Hers Stock: Why This Is a 10x Stock1 insight
2026-07-01 · Hims & Hers positioned as Netflix of healthcare with 50% telehealth share and 54% CAGR at…
Lyft Stock: Too Good to Pass Up at Current Valuation1 insight
2026-07-01 · Lyft undervalued at 7x earnings with AV platform optionality and acquisition potential
5 Stocks I Think Could 10x From Here6 insights
2026-06-29 · SoFi's digital-first model drives 33% revenue CAGR with expanding financial services marg…
3 Hidden AI Revolution Stocks to Buy Now3 insights
2026-06-24 · Zeta Global: AI-native marketing platform at 3.3x sales with 50% growth
Why This Zeta Palantir Deal is Bigger Than It Looks2 insights
2026-06-23 · Hoyle: Zeta Global partnership with Palantir drives growth at 3.4x EV/Sales vs 53x for PL…
5 Overlooked Stocks to Buy Now5 insights
2026-06-18 · On Holding trades at discount to Nike despite 20%+ growth and expanding margins
Oracle's MASSIVE Debt Problem1 insight
2026-06-16 · Oracle's $150B debt and negative FCF make AI bet too risky
Is Adobe Stock Too Cheap to Pass Up?4 insights
2026-06-15 · Adobe at 8x forward earnings offers asymmetric risk-reward amid leadership vacuum
Don't Buy the Hype! Investing Lessons from Past Bubbles4 insights
2026-06-12 · Hoyle says Lam Research at 18x EV/sales with 13% CAGR is poor risk-reward
3 MASSIVE Reasons to Buy Robinhood Stock | $HOOD1 insight
2026-06-10 · Host Travis Hoyam holds Robinhood as top portfolio position citing insider buying and imp…
Duolingo Is On Fire! What's Next?1 insight
2026-06-08 · Duolingo offers compelling risk-reward at 3.5x EV/sales with 34% revenue CAGR
1 Insanely Cheap Stock You Want to Buy Before 20271 insight
2026-06-08 · Uber undervalued at 18x earnings as autonomous vehicle aggregator play
SoFi Coach: Why This Could Be Their Biggest Launch Yet2 insights
2026-06-04 · SoFi Coach launch could unify ecosystem and disrupt financial advisors
Why Alphabet Is Raising $80 Billion Right Now9 insights
2026-06-02 · Alphabet's $80B equity raise funds AI buildout with minimal dilution
Hims & Hers Just Got a LOT Bigger! | $HIMS3 insights
2026-06-02 · Hims & Hers closes Eucalyptus acquisition to accelerate healthcare aggregator strategy
MGM Stock Jumps 16% on Buyout Offer: Everything You Need to Know | $MGM4 insights
2026-06-01 · Hoyle: MGM buyout offer at $48.30 undervalues Japan resort optionality and long-term FCF
The Top Stock I'm Buying In June1 insight
2026-06-01 · Asymmetric Investing's Travis Hoyle buys Zillow at 59% drawdown: 10.4x FCF with 45% mortg…
Stop Buying Mega-Caps: 5 Asymmetric Bets for 10x Gains | $ONON $HIMS $ZETA $UBER $SOFI5 insights
2026-05-29 · On Holding misunderstood: 34% CAGR, expanding margins, cheap at 2.3x EV/sales
Interview: Oscar Health CEO Mark Bertolini1 insight
2026-05-26 · Oscar Health CEO outlines tech-first strategy with AI, ICHRA expansion to 200M TAM
Oscar Health: A Pirate Ship Among Spanish Galleons3 insights
2026-05-21 · Oscar Health CEO outlines pirate ship strategy to disrupt health insurance via consumer-c…
Hot Startups in 2026: How to Buy SpaceX, Anthropic, Figure & More6 insights
2026-05-21 · Alphabet's private stakes in Anthropic and SpaceX create hidden asset value
Why Hims & Hers Stock Just Dropped (And What Happens Next) | $HIMS2 insights
2026-05-19 · Hims & Hers issues $350M convertible debt at 32.5% premium with capped call at $50.15
Zeta Global's Massive AI Growth Plans Just Got a Lot Bigger1 insight
2026-05-19 · Hoium sees Zeta Global as 10x-100x opportunity via AI-driven expansion from marketing to…
The 7 Stocks I'm Buying Before They Explode14 insights
2026-05-14 · Lyft at 9.6x forward PE and 5x free cash flow offers asymmetric upside if AV disruption f…
The HUGE Growth Stock Nobody Sees Coming | $ONON1 insight
2026-05-13 · Travis Hoyle: On Holding Q1 beat shows pricing power, margin expansion at 22x forward P/E
HUGE Hims & Hers Stock News Today! $HIMS1 insight
2026-05-12 · Hims & Hers pivots to branded GLP-1s with 100k monthly weight-loss subs, guiding 30%+ gro…
BREAKING: Hims & Hers Earnings Breakdown | The Growth Nobody's Talking About1 insight
2026-05-11 · Hollyman: Hims & Hers Q1 shows inflection despite 4% growth; raised guidance signals 30%+…
Unleashing 10x Growth: Top 6 Stocks to Watch6 insights
2026-05-08 · Uber positioned as autonomy demand aggregator with massive cost advantage
Hims & Hers Stock: This Changes Everything! | $HIMS1 insight
2026-05-08 · Hims & Hers transforms into AI-powered healthcare platform with membership model
5 Stocks I Love in May10 insights
2026-05-06 · Alphabet: Easy button in AI with compute-rich cloud, Waymo optionality, and Anthropic/Spa…
A 10x Stock You Don't Want to Miss1 insight
2026-05-05 · Travis William calls Zeta Global a 10x AI tailwind stock with 50% growth at 3.2x sales
Joby Aviation: The Air Taxi Stock About to Explode2 insights
2026-05-01 · Hoyle bullish on Joby Aviation: 57% drawdown creates asymmetric entry as commercial opera…
$37 Billion Windfall: The Hidden Winner in Anthropic & SpaceX3 insights
2026-05-01 · Alphabet is the hidden AI winner via Anthropic and SpaceX equity stakes plus cloud infras…
The Autonomous Driving Stock You Need to Buy Before Wall Street Wakes Up!1 insight
2026-04-30 · Mobileye's modular autonomy stack positions it for exponential revenue per vehicle as OEM…
Is SoFi a 10x Stock? | $SOFI2 insights
2026-04-30 · Asymmetric Investing host Travis holds SOFI long-term, plans to buy more in May after 40%…
Robinhood Earnings: Short-term Pain, Long-term Gain?1 insight
2026-04-29 · Hollyman sees Robinhood maturing despite near-term revenue pressure
Alphabet's INSANE Quarter: Instant Reaction!1 insight
2026-04-29 · Alphabet is the easy button in AI with own chips, models, and distribution
7 SaaS Stocks Too Cheap to Pass Up7 insights
2026-04-28 · Duolingo at 12x forward P/FCF with AI-driven platform expansion, management targeting 2.5…
Why Spotify Stocks Is Getting Crushed Today1 insight
2026-04-28 · Spotify transitions to cash flow compounder but valuation concerns prompt partial sale
HUGE Week Ahead: 5 Stocks to Watch5 insights
2026-04-27 · Alphabet top holding up 130%, Google Cloud growth key to justifying $180B CapEx
FINALLY! Hims & Hers + Eli Lilly3 insights
2026-04-24 · Hims & Hers transitions to platform model with Eli Lilly partnership, membership economic…
Wall Street Has Uber All Wrong5 insights
2026-04-23 · Uber undervalued at 21x forward earnings as autonomy expands TAM
This Stock Has $1 Trillion In Potential | Hims & Hers Thesis1 insight
2026-04-22 · Asymmetric Investing host sees HIMS as potential trillion-dollar healthcare platform via…
Asymmetric Investing April AMA27 insights
2026-04-22 · AST SpaceMobile shorted via long-term puts — unclear path to profitability
The AI Bubble Is About to Burst and Here's Why13 insights
2026-04-15 · TSMC vulnerable to AI infrastructure spending reversal
Nike Stock Is Still Broken | Here's Why You Should Avoid It4 insights
2026-04-10 · On Holding taking share with 33%+ DTC growth, 63% rising gross margins, and high-end posi…
Did Hims & Hers Just Become an AI Company?1 insight
2026-04-10 · Hims & Hers pivots to AI-powered healthcare operating system targeting 10x upside
10 Incredible Stocks to Buy On The Dip10 insights
2026-04-07 · Zeta Global: AI marketing cloud growing 30%+ at 14.6x forward P/E with Fortune 500 custom…
My Top Stock to Buy in April1 insight
2026-04-01 · Holium adds Zillow to portfolio on 40% pullback: rental platform growth and operating lev…
Asymmetric Investing AMA34 insights
2026-03-31 · MGM at $9B market cap: core Vegas business at 3-4x cash flow after stripping BetMGM/Macau…
4 Stocks to Sell Today4 insights
2026-03-31 · Walmart overvalued at 45x earnings with 3.9% growth; multiple expansion exhausted
Shocking Hims & Hers GLP-1 News9 insights
2026-03-30 · Hims & Hers launches Wegovy partnership with subscription model driving revenue per user…
The 10x Stock Everyone's Sleeping On Right Now1 insight
2026-03-26 · Travis William sees MGM Resorts vastly undervalued with Japan resort catalyst
Why On Holding's Stock Crashed 11% After CEO Exit3 insights
2026-03-25 · Hoium sees On Holding CEO shuffle as buying opportunity not red flag
I Just Bought More Duolingo Stock | $DUOL1 insight
2026-03-25 · Hoium adds to Duolingo position: 5x 2028 EBITDA multiple offers asymmetric upside
Is Robinhood's $1.5 Billion Buyback a Mistake?1 insight
2026-03-25 · Hoyle questions Robinhood $1.5B buyback at elevated valuation
Why Wall Street Is Wrong About Coinbase and Circle Stock4 insights
2026-03-24 · Stablecoin Act ban on rewards would boost Coinbase profitability short-term
The Real Reason Uber & Lyft Stock Soared | Nvidia Connection3 insights
2026-03-23 · Lyft positioned as co-winner with Uber in autonomous vehicle market as demand aggregator
Is Alphabet Stock Going to $1,000?1 insight
2026-03-22 · Asymmetric Investing host sees Alphabet hitting $1,000 in five years on AI tailwinds
This Hims & Hers Move Could Destroy Competitors1 insight
2026-03-21 · Hims & Hers secures Novo Nordisk partnership for branded GLP-1s, eyes growth reaccelerati…
The 3 Best Dividend Stocks to Buy Now and Hold Forever3 insights
2026-03-21 · Target's 3.9% yield with 55% payout ratio offers turnaround upside on digital/fulfillment…
Is Netflix Stock a Buy, Sell, or Hold in 2026?2 insights
2026-03-20 · Netflix fairly valued at 28x forward earnings; not buying at current price
SoFi CEO Makes Bold Move After Stock Collapse2 insights
2026-03-19 · SoFi CEO buys shares after short report; host bullish on fee-based growth
Uber's Unfair Advantage in Autonomous Vehicles | $UBER2 insights
2026-03-18 · Uber positioned as demand aggregator in autonomy with 10x upside to $1.5T
Is It Time to Buy Adobe Stock?| $ADBE1 insight
2026-03-17 · Adobe at 10x forward P/E offers compelling value as AI disruption fears overblown
Where Will Robinhood Stock Be in 5 Years?2 insights
2026-03-12 · Asymmetric Investing sees Robinhood doubling in 5 years on operating leverage and financi…
Top Stocks to Double Up on Right Now3 insights
2026-03-12 · SoFi digital banking platform warrants doubling down at 43% discount
Is Target Stock a Value or Value Trap?1 insight
2026-03-10 · Hoium sees Target as potential value play but cites execution risk
Did Robinhood Just Change Investing Forever?1 insight
2026-03-10 · Robinhood pivots to family investing platform with custodial accounts as key growth driver
Hims & Hers + Novo Nordisk: Everything You Need to Know | $HIMS $NVO4 insights
2026-03-09 · Hims & Hers settles with Novo Nordisk, removing litigation risk and adding branded GLP-1s…
Hims & Hers Stock Skyrockets 40%: What We Know Today | $HIMS2 insights
2026-03-07 · Hims & Hers surges 40% on reported Novo Nordisk partnership for GLP-1 distribution
Is On Holding's Stock a Steal at These Prices?1 insight
2026-03-05 · Hoium: On Holding a steal at 3.4x forward EV/sales despite 35% CAGR
Does Apple Have a New Hit Product? I Think So!1 insight
2026-03-05 · Travis argues MacBook Neo and iPhone 17E expand ecosystem to drive high-margin services g…
Is This a Massive Buy Sign for SoFi Stock?1 insight
2026-03-05 · Asymmetric Investing host sees SoFi pullback as compelling entry after CEO Noto's $1M ope…
Behind Joby's Massive 2026 Plans1 insight
2026-03-04 · Joby Aviation builds eVTOL infrastructure with $3B cash runway to 2027 production ramp
Can Portillo's Make a Comeback?1 insight
2026-03-03 · Williams holds Portillo's on valuation but warns of short leash amid margin pressure
First Solar's HUGE $2 Billion Problem1 insight
2026-03-02 · First Solar's $2B profit mirage: all earnings from expiring IRA subsidies
How Hims & Hers is Disrupting the $10 Trillion Healthcare Industry | $HIMS2 insights
2026-03-01 · Hims & Hers positioned as disruptive healthcare platform with 10x-100x potential
Duolingo's Stock Crash & The Bull Case Nobody's Talking About | $DUOL1 insight
2026-02-27 · Hollyman sees 10x asymmetric upside in Duolingo despite 2026 guidance miss
A 10x Stock Hiding in Plain Sight | $ZETA1 insight
2026-02-26 · Zeta Global: 25% growth, AI-powered ad platform trading at 10x 2028 FCF
Axon Stock Is On Fire, But Here's the Bad News1 insight
2026-02-26 · Axon delivers phenomenal quarter but valuation and profit conversion remain concerns
Google's Real Strategy Against OpenAI (It's Not What You Think)5 insights
2026-02-24 · Alphabet deploys $180B capex to bludgeon AI rivals with cash flow advantage
Hims & Hers Update: The Real Story Behind Earnings | $HIMS4 insights
2026-02-24 · Asymmetric Investing host remains bullish on HIMS despite noisy earnings: 25-35% core gro…
3 Insanely Cheap Growth Stocks3 insights
2026-02-23 · MGM Resorts yields 15% FCF buyback with Japan casino optionality in 2030
This Garmin Rally Has Serious Legs | Here's Why1 insight
2026-02-20 · Holm adds Garmin to portfolio on fitness segment strength and subscription upside
How "Safe" Stocks Have Become Incredibly Risky | $WMT $COST $XOM $KO12 insights
2026-02-19 · Eaton at 37x earnings faces AI capex reversal risk