Gesda Capital - Research
Peter Garnry, CFAOur opinions and ideas about investing, companies, and financial markets.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 19 | Founded | 2 years ago | Last Issue | 3 months ago |
| Active | |||||
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petergarnry.substack.comLatest Issues
Oil shocks, power shocks, and the age of electrification
The war in Iran has closed off the Strait of Hormuz, a narrow water corridor through which about 20% of the world’s oil is shipped. As a result, the regional war has sent shock waves through oil markets, with Brent crude futures trading as...
The return machine
I was recently invited as a speaker for a group of investors and during the Q&A a person asked how investors should think about Novo Nordisk. What was the business outlook, and should he sell his shares or buy more?
This piece is my attemp...
Is there a formula for compounders?
Just before New Year, I finished reading The Compounders by Oddbjørn Dybvad et al., which describes the phenomenon of serial acquirers delivering exceptional shareholder returns over many years. I picked up the book because it was recommend...
Investing in the new geopolitical era
What a year it has been for the world. With Trump back in office in the US, things are changing fast. The two most important vectors going into 2026 are the new geopolitical era and the rise of AI. In some respects they are intertwined, but...
The most famous snowball
I just finished The Snowball by Alice Schroeder, a biography of Warren Buffett. For someone who has loved equity investing since buying his first stock at 18 in 2003, you could argue I am exceptionally late to book. Guilty as charged.
It i...
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| Subscribers | Engagement | 69 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
CEO & Co-founder of Gesda Capital, an investment advisor managing a concentrated global equity fund. My interests include equity valuation, business strategy, capital allocation, compounding, history, physics, and football.
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