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Justin Gianfelice

Finance student.

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Substack
PricingOnly free issuesPublishesWeekly
Issues6Founded2 months agoLast Issue5 days ago
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Latest Issues

Cisco Systems (CSCO): The Router Company That Just Rewrote Its Own Story

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Investment Thesis

There is a version of Cisco that most investors carry in their heads: a company that once ruled Silicon Valley, briefly became the most valuable business on earth...

5 days ago
2
1

The $852B Ghost: How OpenAI Became the Most Powerful Force in Public Markets

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April 28th, 2026: The Morning a Ghost Moved Markets

It began, as most modern financial shocks do, with a single news article. At approximately 6:30am Eastern time, the Wall Street Journal...

19 days ago
16
3

Garmin Ltd. (GRMN): The GPS Company That Quietly Became Unstoppable

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Investment Thesis

Garmin’s value stems heavily from a misperception. Say the name to most retail investors and you get a knowing nod followed by a comment about GPS navigation being disrupted by...

a month ago
15
1

Coherent Corp. (COHR): The Overlooked Backbone of the AI Era

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Investment Thesis

The dominant narrative of the AI bull market has been all ‘compute: GPU clusters, datacenter square footage, and the cloud giants that fund it. What gets far less at...

2 months ago
23

Canadian Equities Take the Lead: Why the TSX Outpaced the S&P 500 in Early 2026

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Investment Thesis

In the opening months of 2026, the performance relationship between the S&P/TSX Composite Index and the S&P 500 has been more complex than simple headlines might suggest. While both indices have experienced...

2 months ago
10

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  • Justin Gianfelice

    Finance student.

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