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.
Add to this that ~17% of households are falling behind on electricity bills.
Energy and food poverty is unfortunately on the rise.
Energy and food poverty is unfortunately on the rise.
December 1, 2025 at 9:15 PM
Add to this that ~17% of households are falling behind on electricity bills.
Energy and food poverty is unfortunately on the rise.
Energy and food poverty is unfortunately on the rise.
Do you also have raw electricity prices inflation adjusted. Would be insightful addition…
December 1, 2025 at 6:03 PM
Do you also have raw electricity prices inflation adjusted. Would be insightful addition…
You are right and in that regard the log scale adds less value than a company that goes from 13% to 8% annual growth. Easily visible on log scale and less so on linear scale.
December 1, 2025 at 5:12 PM
You are right and in that regard the log scale adds less value than a company that goes from 13% to 8% annual growth. Easily visible on log scale and less so on linear scale.
Agree, so China’s policies are essentially forcing the US and Europe to adopt a modern version of a mercantile economy.
November 29, 2025 at 2:58 PM
Agree, so China’s policies are essentially forcing the US and Europe to adopt a modern version of a mercantile economy.
One possible explanation
www.autoblog.com/news/tesla-m...
www.autoblog.com/news/tesla-m...
Tesla Model Y Posts Worst Defect Rate of Any New Car in a Decade
Tesla Model Y reliability just hit rock bottom in Germany’s TÜV Report 2026, with the worst defect rate in a decade. Here’s why that matters to you.
www.autoblog.com
November 28, 2025 at 9:03 PM
One possible explanation
www.autoblog.com/news/tesla-m...
www.autoblog.com/news/tesla-m...
Here is another good one on Intel. The growth dynamics are completely destroyed at this company.
November 28, 2025 at 9:00 PM
Here is another good one on Intel. The growth dynamics are completely destroyed at this company.
So if the geopolitical objective is self-reliance in order to maximize strategic flexibility and options in the future how does a country like the US achieve that objective?
November 28, 2025 at 8:20 PM
So if the geopolitical objective is self-reliance in order to maximize strategic flexibility and options in the future how does a country like the US achieve that objective?
Right and especially what it does to Oracle.
November 27, 2025 at 10:55 PM
Right and especially what it does to Oracle.
Hassabis is much less hype driven.
November 27, 2025 at 2:57 PM
Hassabis is much less hype driven.
Having said that I do believe the US equity is discounting too much earnings growth and that valuation will likely be drag on returns from here but not the extent the CAPE ratio suggests. 3/n
November 26, 2025 at 7:53 AM
Having said that I do believe the US equity is discounting too much earnings growth and that valuation will likely be drag on returns from here but not the extent the CAPE ratio suggests. 3/n
Market and the economy are very different compared to 100 years ago. Investors understand equity valuation much better today. There is a reason why Warren Buffett could 2x P/E ratio stocks in 1960s. 2/n
November 26, 2025 at 7:53 AM
Market and the economy are very different compared to 100 years ago. Investors understand equity valuation much better today. There is a reason why Warren Buffett could 2x P/E ratio stocks in 1960s. 2/n
Yes watching Oracle CDS prices and Robinhood drawdown are two interesting signals on the market…
November 20, 2025 at 9:12 PM
Yes watching Oracle CDS prices and Robinhood drawdown are two interesting signals on the market…
A piece of art 👌
November 20, 2025 at 6:36 PM
A piece of art 👌