Private Equity, Without the Private (PEWP)
ArchiveTopDiscussionAbout
Peeling back the curtains behind one of the greatest investments of all time
Aaron Pek
22 hr agoCommentShare
Just a cursory one, not a forensic deep-dive
Aaron Pek
May 31Comment 9Share
Yes, I know the word 'The' is in the brand name
Aaron Pek
May 18Comment 4Share
What if you could turn an O&G company... into a bank?
Aaron Pek
May 16CommentShare
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 Pek
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 Pek
May 3CommentShare
No really, you gotta read this
Aaron Pek
Apr 27Share
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", as defined in Value Investing, is simply the act of buying something for less than its worth.
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
Publish on Substack