Category: Blog
Stock Review: VF Corporation
Stock Review: VF Corporation We’ve written in the past about our mindset of buying businesses as a way to ground and guide our...
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A Classic Bank Run
A Classic Bank Run By now you’ve likely seen the headlines or done some deeper digging into the recent collapse of Silicon Valley Bank (SVB)....
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Is the Bear Market Over?
Is the Bear Market Over? The better question might be – did the bull market ever end? When you pull back and look at long-term...
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Why We Own Stocks
Why We Own Stocks “Because profits go up 8% a year, and stocks will follow. That’s all there is to it.” -Peter Lynch The...
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Not-So-Boring Bonds
Not-So-Boring Bonds At the top of 2022, we wrote that stock market multiples were precariously perched after soaring well above historical averages. Since then, multiples...
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Would You Buy All of the Bitcoin in the World for $25?
The recent debacle at FTX and the broader selloff in cryptocurrencies over the past year have us thinking a lot about our investment discipline and...
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Discounted Cash Woes
Discounted Cash Woes It’s earnings season on Wall Street, an opportunity for investors to peer into the latest financial results of publicly traded companies. When...
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CHIPS+ in Semiconductor Supply Chains
In light of the passage of the CHIPS+ act and recent news about tensions between China and Taiwan, I’d like to shed some light on...
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Economic Tug of War
Economic Tug of War On Wednesday August 10th, the stock market rallied on news that inflation, as measured by the Consumer Price Index (CPI), may...
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Document Retention: The Do’s and Don’ts
Document Retention: The Do’s and Don’ts We receive a lot of questions from our clients here at Peak about what documents need to be kept,...
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