Peter Lewis

I know I'm not the only one in the stock market who's already tired of hearing about AI this year. But apart from rolling our eyes, is there anything investors should be doing with this commentary? Obviously there are a number of businesses where this is already a very big

How can we tell when a boom is tipping into a bubble, and it’s time to get out of the way? Even when it seems obvious at a high level… By our estimates, there are roughly 25 to 30 PE firms of various size in the category today — all