Put all your eggs in one basket and watch that basket.
—Warren Buffett
Asymco is a one-stop shop for all information related to one company.
Diversification makes little sense if a person knows exactly what they are doing. Diversification is insurance against ignorance and is for investors who do not know how to analyze their investments. By contrast, concentration is the best strategy when you are more knowledgeable than the market on the subject of your analysis.
Concentration is the heart our Asymmetric Intelligence thesis. By using an exhaustive approach, we cover the entirety of breadth and depth of information and analysis of one equity: Apple Inc.
Asymco is the leading platform for investors to research and discuss Apple Inc. Our platform helps investors to successfully manage their portfolios. It provides analysis, news, podcasts, live events, investing tools and community discussion. Our team has over 25 years of daily research on Apple Inc. We do not offer investment advice but we do offer all the research necessary to support those decisions.
We are differentiated from providers of traditional investment research because we are focused on one equity and source analysis from our founder, and welcome discussion of those ideas from our community of investors. Our approach contrasts with traditional equity research, which is written by analysts with no skin in the game and has no feedback from its users or consequences for failure.
More Information
- Horace Dediu: Press Kit →, Full Bio →
