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Joe Gannon

Gannon Capital
Tens of paid subscribers

High-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues60Foundeda year agoLast Issue11 days ago
Active

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gannoncapital.substack.com
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Latest Issues

ServiceNow October ‘26 Update

TAM Expansion Overflow Beyond the Global 2000

Back in May, I wrote that the enterprise software market was caught in a violent disconnect, that the “Saaspocalypse” had created a rare historical anomaly where ServiceNow, the undisputed cont...

11 days ago
9
1
Paid

Gannon Capital Portfolio - October '26 Portfolio Update

All Active Investments, New Entries, Recent Exits & Watchlist - Paid Subscribers Only

October 2026 portfolio update highlights:

17 days ago
7
Paid

Digital Bretton Woods September ‘26 Update

Why the Global Financial Reset Is No Longer Theory and How Regulators Are Rushing to Build the Ark

Last year I published a 5-part Digital Bretton Woods (DBW) series on what I believe will usher in the greatest wealth transfer in human hist...

a month ago
9
2
Paid

Gannon Capital Portfolio - September '26 Portfolio Update

All Active Investments, New Entries, Recent Exits & Watchlist - Paid Subscribers Only

September 2026 portfolio update highlights:

2 months ago
6
3
Paid

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...

2 months ago
13
8
Paid

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  • Gannon Capital

    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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