Newsroom Shorts Portfolio Convergence

Newsroom Shorts Portfolio Convergence

$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·

$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·

Newsroom Shorts Portfolio Convergence

Podcasts

TBTBPN121 THThe Information119 ASAsymmetric Investing115 INIn Good Company with Nicolai Tangen97 LILimitless Podcast92 ANAntonio Linares91 SCScaling Europe87 BLBloomberg Tech58 Y Y Combinator56 INInvest Like The Best49 ALAll-In Podcast48 2020VC46 SESequoia Capital41 SESeedRocket TV38 MIMichael Sikand35 PEPeter H. Diamandis35 SOSourcery VC34 A1a16z33 KLKleiner Perkins30 ITitnig29 NVNVIDIA24 JOJoe Lonsdale22 STStripe20 GEGenerating Alpha Podcast18 SESemiAnalysis18 THThe Logan Bartlett Show17 DWDwarkesh Patel10 BGBG2 Pod8 STStock Talk Weekly7 ACAcquired5 DUDumb Money Live4 ASAsymmetric Investing by Travis Hoium2 BLBloomberg Originals2 JOJose Luis Cava2 SCScaling-Europe2 2020VC with Harry Stebbings1 ANAnthropic1 DADavid Senra1 NONorges Bank Investment Management1 SOSourcery with Molly O'Shea1 THThe Diary Of A CEO1

podcast

Asymmetric Investing by Travis Hoium

host · travis hoium

episodes

2

net sentiment

0%

guests & speakers · 2

travis hoium travis hol

Order episodes

$BSP···

Hoium sees Bending Spoons as Constellation-style software roll-up at discounted valuations

travis hoium·Asymmetric Investing by Travis Hoium·4 days ago

$ORCL···

Oracle's debt-financed AI buildout faces rising cost of capital spiral

travis hol·Asymmetric Investing by Travis Hoium·9 days ago