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Charles Jones
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Join date: Jan 1, 2026
Posts (26)
Jul 29, 2026 ∙ 3 min
What Earnings Multiples Aren't Telling Us
The S&P 500's P/E has dipped below 20x, proof, the story goes, that blistering earnings growth justifies this year's rally. However, swap accounting profits for actual cash, and the index is trading above 25x FCF, with the gap between the two multiples wider than it's been in years.
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Jul 17, 2026 ∙ 2 min
Ptarmigan Global Equity Fund Q2 2026 Webinar Replay
In our July 2026 webinar, we review recent fund performance, portfolio activity and the evolving investment backdrop.
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Jun 25, 2026 ∙ 4 min
Reach for the Stars?
The SpaceX IPO has led to a lot of debate between professional investors, journalists, and individual investors. Here, we offer our perspective.
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