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Is Palantir just another tulip bubble?
When expectations detach from reality
May 22
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Peter Garnry, CFA
16
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Is Palantir just another tulip bubble?
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Always invert
Book review of Poor Charlie's Almanack
Apr 21
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Peter Garnry, CFA
18
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Always invert
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The lost compass of active equity investing
Why I am launching my own active equity fund
Mar 12
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Peter Garnry, CFA
22
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The lost compass of active equity investing
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The ripple effects of DeepSeek
Is there an economic moat in AI?
Feb 13
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Peter Garnry, CFA
17
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The ripple effects of DeepSeek
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The future financing of football clubs
A radical idea to stabilize the football ecosystem
Jan 30
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Peter Garnry, CFA
13
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The future financing of football clubs
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AI is transforming software companies
How large AI investments are changing the equity game for software stocks
Jan 8
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Peter Garnry, CFA
33
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AI is transforming software companies
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It is all about free cash flow
Let's get the shareholder value roadmap right
Dec 16, 2024
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Peter Garnry, CFA
41
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It is all about free cash flow
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A new beginning
It is all about compounding
Dec 9, 2024
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Peter Garnry, CFA
53
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A new beginning
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