Private Equity, Without the Private (PEWP)
Value investing has gotten a bad rap due to its underperformance vs growth investing over the past decade. But is that really value investing?
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On the Futility of Global Climate AccordsIncredibly well-researched analysis of Biden's Green Wave initiatives, that takes an objective scientific look at both sides of the debate. (lea…
Aaron
May 4CommentShare
Europe's Plan to Unify Its EconomySeriously interesting 8-minute video about how the Eurozone intends to rescue itself from its debt-ridden growth vacuum. Don't count the Eurozon…
Aaron
May 3CommentShare
No really, you gotta read this
Aaron
Apr 27Share
Why ARM is the future of semiconductors
Aaron
Jan 24CommentShare
Parallels between markets today and previous bear marketsSo many parallels between today's market and the 2000 dotcom + 2008 subprime mortgage bubbles: 1. Paradigm shifts in the investment narrative to…
Aaron
Jan 10Comment 1Share
Credit to r/SecurityAnalysis: http://bit.ly/3pE08FR
Aaron
Dec 27, 2020Share
Dueling Perspectives On China's Economic Reality (w/ Kyle Bass and Michael Pettis) | Real V…RealVision interview (just came out today) about China bull expert (Pettis) vs China bear expert (Bass) debating. 3, 2, 1, go! Also gives some c…
Aaron
Nov 13, 2020CommentShare
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Private Equity, Without the Private (PEWP)


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