Travis Hoium @TravisHoium
I research stocks that can 10x in value over 10 years. Start for free with the Asymmetric Investing newsletter or find me on YouTube. asymmetric-investing.beehiiv.com/subscribe Join Asymmetric Investing ⬇️ Joined February 2010-
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It's OK to fail. We don't talk about this enough. Risks entail upside. It also involves downside risk. Most businesses fail. That doesn't mean the founders are failures. Embrace failure when it arrives. Learn from it. And try again.
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IMO, portfolio diversification is more about psychology than math. If you own <5 stocks, it's easy to be emotionally attached to them, which clouds your judgment. If you own 20-30 stocks, it reduces emotional dependence and gives a wider view of the investing world.
These are the things I think about.
Good post. And the reason I’m sitting out most of this AI buildout. Where’s the moat? Probably not in memory, neoclouds, or energy. But that’s what’s hot. 🤷♂️
$MU and homebuilders are more similar than you might think. Everything about a home builder is basically a commodity product. It is often taught that commodity products cannot maintain high returns, but if you look at the ROE of many home builders you’ll see many in the 20%+
Travis Hoium retweeted
Why do investors cite analyst expectations? When have the analysts ever been right?
@JimPGillies Ugh. I know. (Not my kids. Just everyone around me.)
I'm underperforming the market by a wide margin in 2026, and this is why: "Revenue for these five companies is UP 23.8% over the past year (and should accelerate), and yet the average stock is DOWN 27.6% year to date." asymmetric-investing.beehiiv.com/p/state-of-the…
Everyone should have investing frameworks. My frameworks help save me from my biggest investing mistakes, like selling $CMG in 2008, selling $AAPL in 2010, and selling $MSFT in 2015. Do you sense a theme? asymmetric-investing.beehiiv.com/p/asymmetric-i…
Travis Hoium retweeted
📈 My dream investing world: 1️⃣ Inconsistent dividends are OK!💰 2️⃣ Financial statements should read right to left! 3️⃣ Earnings calls on a lie detector. Let's make em really sweat!🔍
@FIREDUpWealth Am I supposed to get paid for making this in the morning?
@JimPGillies The EBIT margins in that model are insane enough to make it laughable.
If you want to know what I own in the Asymmetric Portfolio, here is: Every stock Every trade Every position Up-to-date performance Full transparency asymmetric-investing.beehiiv.com/p/asymmetric-i…
Travis Hoium retweeted
The best way to beat the market is to buy companies playing offense and sell companies playing defense. No big winner is ever playing from their back foot.
@orderer7 Should have said that as the TL;DR.
Why I'm NOT Buying the SpaceX IPO asymmetric-investing.beehiiv.com/p/why-i-m-not-…
Check out my investment portfolio on @SavvyTrader savvytrader.com/TravisHoium/as…
Travis Hoium retweeted
Investors like to use complicated terminology to sound smart. ttm dcf sbc ffo basis point What do these terms mean? I made a list of the terms you need to know to demystify investing and it's free👇 asymmetric-investing.beehiiv.com/c/investing-te…
@RichSmithFool Good quibble. No inter company transaction? Seems like there should be, but I don’t remember seeing anything about them.
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