Author: Johnny Russell, CFA ®
Stock Review: VMware
“There is no doubt that the cloud is one of the most significant platform shifts in the history of computing… However, as industry experience with...
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ESG Investing: The Peak Perspective
ESG Investing: The Peak Perspective We believe the rising popularity of ESG (Environment, Social, Governance) investing strategies creates additional opportunities to have honest conversations with...
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Book Review: The Psychology of Money
We recently had the pleasure of reading The Psychology of Money by Morgan Housel. The book is a thoughtful examination of our relationship to money...
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A New Kind of ARK
The Backstory Paccar, a global manufacturer of medium and heavy-duty trucks with annual sales of around $20 billion, is one of the stocks in our...
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