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Asymmetric Ideas Series
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Roku: Amazon Partnership Adds To The Asymmetry
CTV prize turns foes into friends, and there's money to be made!
20 hrs ago
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Ahan Vashi
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Roku: Amazon Partnership Adds To The Asymmetry
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June 2025
TQI's Asymmetric Idea For June 2025
For every Coke, there's a Pepsi...
Jun 23
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Ahan Vashi
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TQI's Asymmetric Idea For June 2025
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TQI's Asymmetric Idea For May 2025
A lucrative play on next-gen AI data centers
Jun 13
•
Ahan Vashi
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TQI's Asymmetric Idea For May 2025
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May 2025
Hims & Hers: Ephemeral Turbulence To Be Followed By A New Phase Of Profitable Growth
A free business update on one of my biggest winners
May 11
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Ahan Vashi
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Hims & Hers: Ephemeral Turbulence To Be Followed By A New Phase Of Profitable Growth
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TQI's Asymmetric Idea For April 2025
An emerging force of disruption in healthcare with multi-bagger potential
May 3
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Ahan Vashi
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TQI's Asymmetric Idea For April 2025
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April 2025
AT&T: The Re-Rating Is Complete
It's time to hit the pause button...
Apr 24
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Ahan Vashi
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AT&T: The Re-Rating Is Complete
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Micron Is A Broken Stock, Not A Broken Company
Looking for a dip buying opportunity, look no further...
Apr 1
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Ahan Vashi
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Micron Is A Broken Stock, Not A Broken Company
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March 2025
Sea Limited: Resilience In The Face Of Adversity
Is the Southeast Asian tech giant still a buy? Read our latest free note to find out!
Mar 31
•
Ahan Vashi
1
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Sea Limited: Resilience In The Face Of Adversity
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TQI's Asymmetric Idea For March 2025
A microcap stock with+343% upside to fair value...
Mar 24
•
Ahan Vashi
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TQI's Asymmetric Idea For March 2025
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CrowdStrike Vs SentinelOne: 2 Cybersecurity Titans, No Winning Play
Fundamental, Quantitative, Valuation, and Technical Analysis
Mar 18
•
Ahan Vashi
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CrowdStrike Vs SentinelOne: 2 Cybersecurity Titans, No Winning Play
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MicroStrategy: Intelligent Leverage Or Ponzi?
A peek into Michael Saylor's (Bitcoin) Strategy and the risk of a death spiral
Mar 11
•
Ahan Vashi
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MicroStrategy: Intelligent Leverage Or Ponzi?
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TQI's Asymmetric Idea For February 2025
A pioneering materials technology company with huge upside potential
Mar 6
•
Ahan Vashi
1
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TQI's Asymmetric Idea For February 2025
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