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Asymmetric Investing

Travis Hoium

Investment research covering stocks with asymmetric return potential of 10x (or more) over the next decade. Start here and find out what I'm buying each month on Asymmetric Investing.

Platform
Beehiiv
PricingFreemiumPublishesDaily
Issues651Last Issue2 days agoActive

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Latest Issues

If Everyone Wins, Everyone Loses

If Everyone Wins, Everyone Loses

If there’s no moat, who wins in AI?

In a healthy supply chain, very few companies are making an outsized profit because high profits get competed away. Without some kind of moat or competitive advantage,...

2 days ago

AI Safety & The AI Rug Pull

AI Safety & The AI Rug Pull

This is why exponentials matter.

The talk of the weekend was AI safety and maybe (gasp) slowing down AI development at the frontier.

Don’t worry, I’m not here to debate the merits of AI destroying humanity;...

6 days ago

AI's Mass Market Moment

AI’s Mass Market Moment

If this doesn’t take AI mainstream, nothing will.

Microsoft was formed in 1975, and the PC revolution started only a few years later. But it would take 24 years before half of the homes in the U.S. had a PC.

In...

9 days ago

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