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 the cloud matures — and we see a more complete picture of cloud lifecycle on a company’s economics — it’s becoming evident that while cloud clearly delivers on its promise early on…
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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 our clients about their financial goals and the strategies that are available to achieve those goals. While it is indeed a worthy endeavor to align an investment strategy with one’s…
Looking to the Past and Investing in the Future
27 years have passed since Peak opened for business in 1994. Over that time, we have worked diligently to earn our clients’ trust and make a positive impact on their lives. Yet despite that deep history and the client relationships that have now turned into lifelong partnerships and friendships, at times we feel like we…
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 and investing. Housel guides the reader through a complex subject by sticking to simple narratives and timeless principles. The book has since become a go-to recommendation to our clients. Below…
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 Model Portfolio*. We were intrigued to see Paccar’s stock (PCAR) up +10% on January 21, 2021. With a standard deviation of daily returns of 1.6% over the past 10 years,…