How Asymmetric Investing by Travis Hoium’s view on $HOOD changed

2026-10-09Bullish
“Why I'm Betting Big on These 5 Growth Stocks”
HOOD's maturing business supports >30% revenue growth for the next decade, justifying its high multiple and making it a strong long-term investment.

Another stock in the same area, Robin Hood. This is also down about 29%. And so you can see this is why the asymmetric portfolio has had a pretty rough 2026. But I really like where a lot of these companies are sitting because these are growth companies that have just been hit by multiple compression over the past couple of years.