Peter Garnry, CFA
petergarnry.gesdacapital.com
CEO & Co-founder at Gesda Capital. I’m passionated about equity investing and equity valuation. My vision is to show that active equity investing can work if set up properly. I was previously the Chief Investment Strategist at Saxo Bank.
👤 Joined on 17 December 2024
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- 17 Ara 2024, 09:50
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@petergarnry.bsky.social - 25 Nis 2025, 11:58
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High Nominal Growth -> Demand Destruction Financial markets looked right through the drags on the economy from high oil prices for most of the year. As oil gets back to Iran war highs, we are seeing an important shift in the market action. bobeunlimited.substack.com/p/high-nomin...
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It’s a strange strong nominal economic growth environment: -basically no free cash flow/shareholder returns from the biggest, most profitable companies leading the boom -not much money being returned to investors in PE funds -record-low housing transaction levels
Show PostOnly need to 18x quarterly revenue from here until $SPCX is at the 1tln ARR necessary to justify their current 2tln market cap. Keep at it!
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When Netflix raised my subscription price again to €17 per month, I paid and moved on. But it made me wonder what the same subscription costs everyone else.
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🎧 Stock markets are flashing familiar warnings: abundant liquidity, high leverage, frantic trading and exuberant retail investors. Financial historian Edward Chancellor tells @petertl.bsky.social on The Big View why this market may be the most speculative ever. Full episode 👉 tinyurl.com/ywe7vycv
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