To The Moon

A picture is worth 1,000 words.

So, today, I’m replacing a lot of words with pictures.

Over time, owning growth stocks that can compound year after year gives us a great chance to beat the market. So, what are the fastest-growing stocks in the Asymmetric Portfolio?

#1: $SoFi Technologies Inc.(SOFI)$ ( ▲ 1.22% )

#2: $Robinhood(HOOD)$ ( ▲ 1.88% )

#3 $Zeta Global Holdings Corp.(ZETA)$ ( ▲ 0.18% )

#4 $Duolingo, Inc.(DUOL)$ ( ▼ 0.86% )

#5 $Hims & Hers Health Inc.(HIMS)$ ( ▲ 10.19% )

Over time, growth will drive stock performance, but over the past year, that hasn’t been the case for this group, where 4/5 stocks have underperformed the market.

Long-term, I think that will correct.

$SoFi Technologies Inc.(SOFI)$

SoFi’s revenue growth has been tremendous and it’s accelerating.

What the market has worried about is the drop in sales in the technology platform and the bank-like risk being taken in lending.

But if you want to know why SoFi’s stock is down, this chart will tell you. The last year has been defined by multiple compression.

And SoFi now trades at a lower price to book value than most big banks, despite growing much faster.

You can find banks for 1x book value, but SoFi deserves to trade at a premium because of its digital-native business model, rapid member growth, and improving profitability.

Long-term, this looks more like a buying opportunity than a reason to panic.

$Robinhood(HOOD)$

Some of the same dynamics at SoFi are showing at Robinhood. The company is growing quickly, although that growth has come down from astronomic levels to a more reasonable 30-40%.

And I’ve been highlighting that revenue growth has been broad-based. This is no longer a YOLO trading platform; it’s growing in retirement accounts and credit cards, which is a much better base to build a business on.

But the multiple could still come down. Robinhood trades for 10x book and 47x earnings. It’s a growth machine, but at this price I’m holding, not buying.

$Zeta Global Holdings Corp.(ZETA)$

My biggest (and best) addition in 2026 has been Zeta Global. Revenue growth has accelerated, and new partnerships with Palantir and a couple of recent acquisitions could drive even more growth.

The company is also well on its way to Zeta 2028 goals, which include not only revenue growth but margin expansion.

This is a growth story now, but that growth may accelerate in the future.

$Duolingo, Inc.(DUOL)$

Duolingo’s growth has slowed of late, and that’s why the stock is off its highs.

But under all of the noise is a platform that more people are using on a daily basis. That’s a good thing for the business.

I think revenue growth will re-accelerate in 2027, and if it does, Duolingo’s stock will look very cheap at 17x free cash flow.

$Hims & Hers Health Inc.(HIMS)$

If you’ve been reading Asymmetric Investing for long, you know Hims & Hers is one of my favorite stocks. Not only is it disrupting a massive industry — healthcare — it’s growing extremely quickly. And the currently 28% growth rate is going to accelerate to over 50% in the second half of the year.

The only two metrics you need to watch with Hims is the number of subscribers and the revenue per subscriber. Both are improving, particularly as weight loss grows on the platform.

It’s not a straight line up for Hims, but over time, this is a growth machine for investors with a lot of runway to expand.

Markets are always moving - and sometimes, the best move is knowing what works for you.

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