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.
Yes, I think it will start small and slow, but then as with all snowballs rolling downhill it suddenly becomes big. When that happens it is too late for the US to rectify the damage that was done...
January 28, 2026 at 11:05 AM
Yes, I think it will start small and slow, but then as with all snowballs rolling downhill it suddenly becomes big. When that happens it is too late for the US to rectify the damage that was done...
Ja det er dumt af mig. En total automat-reaktion, at de kun er på X :-)
January 28, 2026 at 11:04 AM
Ja det er dumt af mig. En total automat-reaktion, at de kun er på X :-)
Enig. Det interessante bliver om det ændrer sig i årene fremover i Europa.
January 25, 2026 at 9:52 PM
Enig. Det interessante bliver om det ændrer sig i årene fremover i Europa.
EU marked er kæmpe stort. De mest succesfulde virksomheder har fundet en vej at skalere i Europa men det tager tid - noget nogle tech virksomheder ikke har.
Pointen er, at forskellige amerikanske delstater og europæiske lande har forskellige regler fordi vi har forskellige værdier vi værner om.
Pointen er, at forskellige amerikanske delstater og europæiske lande har forskellige regler fordi vi har forskellige værdier vi værner om.
January 25, 2026 at 7:39 PM
EU marked er kæmpe stort. De mest succesfulde virksomheder har fundet en vej at skalere i Europa men det tager tid - noget nogle tech virksomheder ikke har.
Pointen er, at forskellige amerikanske delstater og europæiske lande har forskellige regler fordi vi har forskellige værdier vi værner om.
Pointen er, at forskellige amerikanske delstater og europæiske lande har forskellige regler fordi vi har forskellige værdier vi værner om.
An interesting observation is that those that complain the most are those that are the closest to the VC/Silicon Valley system. They clearly get spoon fed with these narratives of “business friction” in Europe.
January 25, 2026 at 3:22 PM
An interesting observation is that those that complain the most are those that are the closest to the VC/Silicon Valley system. They clearly get spoon fed with these narratives of “business friction” in Europe.
You can add 10x to complexity when you scale further into global markets. Complexity is what every company has to manage as it scales.
Those that solves the problem gets scale economies and a superpower that leads to attractive economic profits.
Stop complaining and solve the problem.
Those that solves the problem gets scale economies and a superpower that leads to attractive economic profits.
Stop complaining and solve the problem.
January 25, 2026 at 3:22 PM
You can add 10x to complexity when you scale further into global markets. Complexity is what every company has to manage as it scales.
Those that solves the problem gets scale economies and a superpower that leads to attractive economic profits.
Stop complaining and solve the problem.
Those that solves the problem gets scale economies and a superpower that leads to attractive economic profits.
Stop complaining and solve the problem.
Intet mindre end en genialt. Let måde at vise og forstå jorden er rund.
Tænk at der skulle gå så lang tid før før denne viden blev konsensus…
Tænk at der skulle gå så lang tid før før denne viden blev konsensus…
January 24, 2026 at 7:15 AM
Intet mindre end en genialt. Let måde at vise og forstå jorden er rund.
Tænk at der skulle gå så lang tid før før denne viden blev konsensus…
Tænk at der skulle gå så lang tid før før denne viden blev konsensus…
Yes there was growing and profitable business, but Sarnoff was instrumental in the speculative fever that hit the stock during the 1920s.
January 22, 2026 at 9:18 PM
Yes there was growing and profitable business, but Sarnoff was instrumental in the speculative fever that hit the stock during the 1920s.
100% retail investors are driving this and don’t care at this point…
January 22, 2026 at 4:39 PM
100% retail investors are driving this and don’t care at this point…
It has happened before. It is just like Radio Corporation of America in the 1920s. Elon Musk is like David Sarnoff of the time. Storytelling over business value. It will end in tears when the believers realise the vision will never materialise.
January 22, 2026 at 4:02 PM
It has happened before. It is just like Radio Corporation of America in the 1920s. Elon Musk is like David Sarnoff of the time. Storytelling over business value. It will end in tears when the believers realise the vision will never materialise.
Sandt, men det er jo helt skørt.
January 17, 2026 at 7:24 PM
Sandt, men det er jo helt skørt.
Told mod enkelte lande i en frihandelszone giver jo ingen mening. Danske virksomheder kan jo bare eksportere til Italien og så derfra videre til USA uden den høje told. Det er jo den metode Kina har anvendt mange gange med stor succes.
January 17, 2026 at 7:15 PM
Told mod enkelte lande i en frihandelszone giver jo ingen mening. Danske virksomheder kan jo bare eksportere til Italien og så derfra videre til USA uden den høje told. Det er jo den metode Kina har anvendt mange gange med stor succes.