Gesda Capital - Research
Peter Garnry, CFAOur opinions and ideas about investing, companies, and financial markets.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 22 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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petergarnry.substack.comLatest Issues
Palantir and the rising political risk factor
Last year on 22 May 2025, I wrote the provocative publication Is Palantir just another tulip bubble? arguing that Palantir’s ascent had detached its valuation from reality as the expectations priced into the share price exceeded reasonable...
SpaceX: AI, Starlink, and the USD 22.8 billion cash burn
I was actually writing a new publication called “The capital allocation waterfall” when the news broke last night about the S-1 filing from SpaceX. My experience looking at many S-1 filings back from the days of my previous employer is that...
When AI “eats” SaaS: panic, pricing models, and mispriced fundamentals
For over a decade, software companies and their stocks were a stable recurring‑revenue business with expanding profit margins as scale economies grew. They were a staple in growth portfolios and increasingly also in quality portfolios. They...
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...
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| Subscribers | Engagement | 68 | 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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