Investing

Where I think capital is mispriced, and why the crowded trade is so rarely the good one.

11 articles

Lines of colorful programming code on a dark computer monitor
5/19/26

Why "software is dead" underestimates how bad operators are at designing software

2 MIN READ
Monitors showing stock market charts in a dimly lit trading room
5/14/26

Mitchell Green on Buying What Everyone Hates

2 MIN READ
Chris Petkas
3/6/26

Why we invest in the Dumb, Dull, Dirty & Dangerous at CT Capital

5 MIN READ
Chris Petkas
11/21/25

Why Durable Companies Avoid the AI Label

2 MIN READ
Chris Petkas
10/28/25

AI Investing Has a New Sweet Spot

1 MIN READ
Chris Petkas
9/8/25

Beyond The AI Deals

2 MIN READ
Chris Petkas
8/29/25

When Index Concentration Becomes Systemic Risk

1 MIN READ
Chris Petkas
5/11/25

Why I’m Betting on Boring Businesses

3 MIN READ
Lumos House Talks podcast
4/29/25

The Future of Investing: Why Money Alone Won’t Cut It

7 MIN READ
Chris Petkas
3/10/25

The AI Playbook at Lumos House

1 MIN READ
Chris Petkas
2/28/25

Contrarian Thinking Capital

1 MIN READ

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