Joe Gannon
Gannon CapitalHigh-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 45 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||
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gannoncapital.substack.comLatest Issues
The Agentic Payment Wars
Who will capture the lion's share of the multi-trillion-dollar market for agentic payments?
In June 2026, the battle for the future of the internet shifted from the browser to the terminal.
Aduro Just Became the Center of the Global Chemical Industry
The "science project" narrative is dead, and the industrial rollout has begun
In my previous article on Aduro Clean Technologies, published in late April, we established the stakes. We were looking at an emerging technology, Hydrochemolyti...
HIMS Thesis Revisited: Beyond Compounding
How market panic over short-term facility CapEx is blinding Wall Street to a $15B+ peptide distribution engine.
When I broke down the long-term thesis for Hims & Hers Health (NASDAQ: ) in the fall of 2025, the market viewed it as an agile...
IonQ Deep Dive
The Ultimate Quantum Accelerator for the AI Era
To begin this deep dive, we’ll answer the important questions first.
Gannon Capital Portfolio - June '26 Update
All Active Investments, New Entries & Recent Exits - Paid Subscribers Only
June 2026 portfolio update highlights:
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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High-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice. Featured in Yahoo! Finance.
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