Ryan Gallinera

Ryan Gallinera

My career is built at the intersection of structural thinking and visual clarity, and this perspective is the foundation of everything we do here. Glavcot Insights is an independent, reader-supported publication.
Dec 01
Warren Buffett Doesn't Buy Gold.  Over 10 Years, That Would've Been Wrong

Warren Buffett Doesn't Buy Gold. Over 10 Years, That Would've Been Wrong

Gold outperformed the S&P 500 over the past decade (2016 - 2026). Buffett still wouldn’t buy it—and
1 min read
Dec 01
The Ownership Blindspot

The Ownership Blindspot

Years ago, I found stocks that looked perfect on every screener. 12–15 P/E. Decent returns. Stable earnings. But
1 min read
Dec 01
Who’s Rowing The Boat

Who’s Rowing The Boat

When analyzing stocks, most investors check who owns the majority. Few check what those owners are doing with that control.
1 min read
Dec 01
Why Share Prices Mislead Most Investors

Why Share Prices Mislead Most Investors

Most investors treat share prices as verdicts on the business. They’re not. The price you see is simply the
1 min read
Dec 01
The Book Value Trap

The Book Value Trap

57% of SGX-listed companies trade below book value (The Straits Times, Dec 18, 2025). MAS and SGX just launched
1 min read