Investment Analysis

• 10/8/2024

  **Higher Implied Volatility: A Bullish Sign?**

• 10/8/2024

  **Palo Alto Networks: Stalled Growth and Dubious Finances**

• 10/8/2024

  **Deep Value in China: Strong Growth Ahead**

• 10/8/2024

  **The Alpha Equation: Separating Fact from Fiction**

• 10/8/2024

  **Diageo’s Challenges and Worth**

• 10/8/2024

  **AppLovin: A Price Too Steep?**

• 10/8/2024

  **Q3 2024 Dividend Strategy Commentary**

• 10/8/2024

  **Alpinum Investment Management AG: Q4 2024 Update**

• 10/8/2024

  **September 2024 Partner Letter**

• 10/8/2024

  **Energy Industry Update: Vistra, Constellation Energy, Denison Mines**