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Garnry Investments

Peter Garnry, CFA

Opinions and ideas about investing, companies, and financial markets.

Platform
Substack
PricingOnly free issues
PublishesWeeklyIssues5
SubscribersRead petergarnry.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The ripple effects of DeepSeek

You might be wondering why I have waited so long to write about DeepSeek. My plan has never been speed with this publication, but rather clear thinking and strategic planning. While dust is still in the air after the launch of DeepSeek, a c...

2 months ago
14
5

The future financing of football clubs

The idea you are about to learn emerged in my mind five years ago. I remember pondering on the problem of the increased instability of football clubs when one solution suddenly came to life in a blink.

2 months ago
11
2

AI is transforming software companies

#### Expanding the free cash flow framework

3 months ago
30
1

It is all about free cash flow

I want to start by thanking all my new subscribers. It has been overwhelming to see the interest in this publication. I will do everything I can to honor this interest with thoughtful perspectives on equity investing. With that said, let us...

4 months ago
37
7

Authors

The writers behind this newsletter.

  • Peter Garnry, CFA

    Investor with a passion for equity valuation models and business strategy. In addition, I am a youth football coach and board member at my local football club. I was, formerly, the Chief Investment Strategist at Saxo Bank, and hold the .

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