Private Equity, Without the Private (PEWP)
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Why ARM is the future of semiconductors
Aaron Pek
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 Pek
Jan 10Comment 1Share
Credit to r/SecurityAnalysis: http://bit.ly/3pE08FR
Aaron Pek
Dec 27, 2020Share
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, 2020Comment 1Share
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, 2020CommentShare
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, 2020Comment 3Share
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, 2020CommentShare
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, 2020CommentShare
Diary entry #2
Aaron Pek
Oct 5, 2020CommentShare
Diary entry #1 - Jim Chanos' interview on Carson Block's new channel Zer0es
Aaron Pek
Oct 5, 2020CommentShare
Bet you'll find this fascinating
Aaron Pek
Oct 2, 2020CommentShare
Not very exciting
Aaron Pek
Sep 22, 2020CommentShare
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