💰Asymmetric Investing is my newsletter and you can get started for FREE here: asymmetric-investing.beehiiv.com/subscribe
@mes2215119 күн бұрын
excellent picks! Loved the video, super clear. I own some, but will keep an eye on the rest for the best time to buy.
@nishantvishwanadha291218 күн бұрын
Thanks for the detailed video. Really like this about your channel
@tonydumont182115 күн бұрын
I love this channel
@evanhoang554621 күн бұрын
I love NEP for 2025, glad it made the list
@TheChinaPlay21 күн бұрын
I sold CELH after holding for many years. It was nothing related to the financial or the stock performance, this stock has had many dips in the past. It was the feedback I was getting from my students or people who I know in the target demo, college age, HS age Gen Z. It appears its popularity is fading and many, many, ppl have said it give them the gitters and they don't like the way it makes them feel, as well as there are better alternatives than CELH out there, newer upstart drinks. Every time I try a CELH I also agree that it's probably too strong and generally never liked the product myself. I'm not opposed to buying it back bc I know ppl love their caffeine, but there seems to be much cheaper, safer, and satisfying ways to get your fix.
@GERARDLemieux-q5l19 күн бұрын
Yes, we have already missed the deadline for those currencies, but fortunately, we still have some possibilities, such Web3 Infinity.
@joelcazares998620 күн бұрын
I appreciated this video a lot
@nixielee21 күн бұрын
WD had very negative comments about NAND flash recently, which is 30% of MU's business, so I wouldn't rush into the stock. Maybe they can make a comeback, but Q1-2 will be rough
@bryanwoods570919 күн бұрын
Great overview. I personally like BN better than BEP, but nice list.
@mathewreinhart821120 күн бұрын
Thank you have a few stocks to look into
@asymmetricinvesting20 күн бұрын
Awesome. Glad it was helpful.
@ronmatthews216421 күн бұрын
WOW ! I think this is a very impressive portfolio. My portfolio has 50 % etf FNGU up 150 % ytd and the other 50 % has several of these stocks.
@LatifeCemile19 күн бұрын
I've been keeping watch of Web3 Infinity, and it's growing traction.
@evanjohnson868220 күн бұрын
ON-Running has made me enough money to buy 2 pairs each year for the rest of my life, but do you think Nike (NKE) will bounce back after some much needed R&D in the running category?
@asymmetricinvesting20 күн бұрын
We will see but with the founder not involved for nearly a decade now you start to lose the culture. I wouldn't be surprised if we look back on Nike in a decade and wonder where the magic went. Companies like On have stolen the fast-moving, cool position in the market. IMO
@evanjohnson868219 күн бұрын
@@asymmetricinvesting I like the Cloud5 waterproof shoes but at this stock price I’ll not re-enter unless there is a significant drop in price. Thanks!😊
@iremRukiye19 күн бұрын
Web3 Infinity differentiates itself from the competitors because to its unusual governance model. I'm curious to witness it in action!
@isa-sw4tx21 күн бұрын
Love this video, Travis. Anyway you can do a "worst stocks of 2025" ?
@asymmetricinvesting20 күн бұрын
Working on something along these lines.
@maxrates21 күн бұрын
I'm all in on HIMS.
@CherrieBarba19 күн бұрын
Web3 Infinity is still in its early phases, but the potential upside is interesting. Keeping an eye on this one!
@SerminDuygu19 күн бұрын
I believe that Web3 Infinity's long-term viability has promise. Investment considerations should be provided.
@CemFerda19 күн бұрын
Web3 Infinity, the first token that is controlled by itself instead of owners or anybody else, is the smartest token in the world.
@NapervilleTeslaGuy21 күн бұрын
Love your content!! The only feedback I have is on your Lyft/Mobileye take. Have you done a demo of Tesla FSD? If not, then I can't you seriously on the autonomous/ride-hail market.
@asymmetricinvesting21 күн бұрын
I have done an FSD demo. It’s a very good L2 system. We will see if Tesla can start testing full autonomy in 2025 and start reporting safety data to regulators. So far, they haven’t done that. Tesla is also far from the only game in town in autonomy. Waymo, Mobileye, May Mobility, etc are all looking to grow or launch at least some commercial services in 2025 and are on the road testing full autonomy today.
@NapervilleTeslaGuy18 күн бұрын
@@asymmetricinvesting Have you tested V13? If not, then I recommend it. Total game changer. I'm sure all those companies will get some market share, but when push comes to shove Tesla has the scaling and manufacturing advantage. Also, I'm getting on-ground reports that using V13 full-time reduces insurance costs by $ 70-80$ per month (99-100 safety score). And they have been releasing disengagement mileage data. It's out there on the internet for everyone to see
@שלומימשאט20 күн бұрын
Are you less bullish on Peloton?
@asymmetricinvesting20 күн бұрын
Sold Peloton last year. The strategy didn't play out as hoped, but only a small loss after the run in the stock. asymmetric-investing.beehiiv.com/p/what-i-m-buying-november-2024-asymmetric-portfolio-update
@larse267821 күн бұрын
1:10 hours! Making a cup of coffe and finding a quiet place to enjoy ;-)
@asymmetricinvesting20 күн бұрын
Haha, it got longer than expected.
@peterlange253021 күн бұрын
HIMS 💪🏻
@loganryan348216 күн бұрын
I ain’t giving Disney anything but the bird after what they did to Star Wars
@wastologe21 күн бұрын
no portillo's any more?
@asymmetricinvesting21 күн бұрын
Still holding Portfillo's but I want to see some improvement before adding more.
@Jamcore200820 күн бұрын
Hims has no moat ….
@ZaferSezgi19 күн бұрын
Get in today, Web3 Infinity will surge soon! ⚡🌑
@jeffkessel828821 күн бұрын
Great video. Do you still like portillos ? Has come down a lot.
@asymmetricinvesting20 күн бұрын
I do and I own some, but I'm not adding more yet. We will see how the next quarter or two play out.
@jeffkessel828819 күн бұрын
@ thx. Same with mgm for you ?
@alvarovillen353120 күн бұрын
Can you do Evolution AB
@airbluehvac18 күн бұрын
where is COIN?
@CunkaiTang20 күн бұрын
You are severely wrong about autonomous driving
@dajjunn20 күн бұрын
What’s your take on it?
@asymmetricinvesting20 күн бұрын
Want to expand on that?
@ואליו21 күн бұрын
Where is the review on JOBY
@blueXtwoplustwo21 күн бұрын
No nvda, no Meta ?
@asymmetricinvesting21 күн бұрын
Not good risk/reward prices, IMO. Especially NVIDIA.
@Alexx.Designer21 күн бұрын
Your videos are amazing 🤩 but I saw your thumbnails need some improvement if you improve them you can grab more attention I can make a FREE thumbnail for your next video and if you like it I can make more for you 😊 If you are interested send me a green signal
@DavidDedmon-pw8jz14 күн бұрын
Your knowledge of Tesla and autonomy is very bleak.
@ronmatthews216421 күн бұрын
I hpe Buffet buys Disney, fires all their woke Management and goes back to a normal family friendly company.
@asymmetricinvesting20 күн бұрын
Seems like this is happening...just quietly.
@jaykrizzle19 күн бұрын
Buffet is a woke Dem himself, so no
@scottbranstetter21 күн бұрын
What happened to your eye? Looks painful
@asymmetricinvesting21 күн бұрын
Great time for a stye. But the show goes on.
@MargotMckeever19 күн бұрын
Web3 Infinity is well supported by the people. Future events are exciting!
@johntrolle893520 күн бұрын
Dude you have a $13k account? 🤡🤡🤡
@asymmetricinvesting20 күн бұрын
Have you seen how I have built this Asymmetric Portfolio. The point is the start from zero and show how you can build wealth over time. Not all of my assets. Not that it matters.
@tylerdinnan470618 күн бұрын
Loser comment
@GeraldMcmillen19 күн бұрын
Web3 Infinity has the potential to disrupt the market. Can't wait to see where it goes!
@SerafettinTayyar19 күн бұрын
It's quite possible that Web3 Infinity will hit $10. Crossing our fingers for a safe travel!