High-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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gannoncapital.substack.comLatest Issues
Aduro’s Summer of Execution
De-risked, funded, and scaling: Why Aduro’s summer of execution changes the entire investment thesis
I have been following Aduro Clean Technologies since May of last year. I started with a small position after a few hours of research becau...
Gannon Capital Portfolio - August '26 Mid-Month Update
All Active Investments, New Entries, Recent Exits & Watchlist - Paid Subscribers Only (2 New features added this month)
August 2026 portfolio mid-month update highlights:
Agility Robotics: The $2.5B Bet on Physical AI
Last month Agility Robotics announced that it is opening a 60,000-square-foot facility to train its humanoid robots in Fremont, California, just down the road from the factory where Tesla is expected to start manufacturing its Optimus robot...
The "Artificial Sun" Supply Chain
What has only been a topic of fringe science and the plot of popular sci-fi and superhero movies for decades is quickly becoming our new reality.
Both China and the United States of America are working on building an artificial sun, or t...
Gannon Capital Portfolio - August '26 Update
All Active Investments, New Entries, Recent Exits & Watchlist - Paid Subscribers Only
August 2026 portfolio update highlights:
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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The writers behind this newsletter.
I research and write about the companies that will define the next generation of business, technology, and finance. Long-term portfolio (5+ years) up 1,050%. Featured in Yahoo! Finance.
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