

58. Travis Hoium on Asymmetric Investing
Jun 24, 2023
Travis Hoium, engineer and founder of the Asymmetric Investing newsletter, shares his journey, lessons learned, and his approach to finding asymmetric opportunities. He discusses the disruption in the automotive industry, extracting value from the internet, and the uncertainty of AI investments. The podcast also covers Tesla's inventory challenges and compares investing in AI and crypto.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Travis Hoium's Background and Approach to Investing
02:25 • 6min
Disruption in the Automotive Industry and GM's Potential
08:40 • 14min
Extracting Value from the Internet
23:07 • 24min
Difference between rules and frameworks in decision making, sponsor ad for Spotify and Shopify, lightning round announced
47:19 • 2min
The Uncertainty of AI Investments
49:23 • 6min
Tesla's Inventory Challenges and Financial Outlook
55:04 • 8min