Private Equity, Without the Private (PEWP)
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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 Pek
Jan 10 1
Credit to r/SecurityAnalysis: http://bit.ly/3pE08FR
Aaron Pek
Dec 27, 2020
Value investing has gotten a bad rap due to its underperformance vs growth investing over the past decade. But is that really value investing?
Aaron Pek
Nov 15, 2020 1
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 Pek
Nov 13, 2020
I came across this interesting article about the reasons behind Ant Financial’s recent debacle, which had its celebrity IPO metaphorically defenestrated
Aaron Pek
Nov 9, 2020 3
Why hasn't there been high inflation in recent times despite all the money printing?Why hasn’t inflation been high despite the quadrupling of the Federal Reserve’s balance sheet since 2008? There are many theories, but this is v…
Aaron Pek
Oct 13, 2020
CAPM is the standard methodology used in financial academia to calculate the cost of equity. But value investors like Warren Buffett have been outspoke…
Aaron Pek
Oct 5, 2020
Diary entry #2
Aaron Pek
Oct 5, 2020
Diary entry #1 - Jim Chanos' interview on Carson Block's new channel Zer0es
Aaron Pek
Oct 5, 2020
Bet you'll find this fascinating
Aaron Pek
Oct 2, 2020
Not very exciting
Aaron Pek
Sep 22, 2020
“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.” ― Warren Buffett
Aaron Pek
Sep 18, 2020
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