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.
Enig. Den fysiske eksponering i sport er en lille del ift online. Men det er skræmmende tal i artiklen og hvor hurtigt det er gået siden man ophævede begrænsningerne i USA.
November 12, 2025 at 8:20 PM
Enig. Den fysiske eksponering i sport er en lille del ift online. Men det er skræmmende tal i artiklen og hvor hurtigt det er gået siden man ophævede begrænsningerne i USA.
Totally, you cannot take the information without validation. But I would say that what you optimise for (engagement vs the best answer) makes a huge difference.
November 8, 2025 at 11:01 AM
Totally, you cannot take the information without validation. But I would say that what you optimise for (engagement vs the best answer) makes a huge difference.
For comparison is Monster expected to grow revenue 8.4% and 7.4% in 2026 and 2027 respectively.
I get it that we have more automated markets and Reddit sentiment is a big factor, but still it is a funny way markets are behaving these days. (2/n)
I get it that we have more automated markets and Reddit sentiment is a big factor, but still it is a funny way markets are behaving these days. (2/n)
November 6, 2025 at 8:49 PM
For comparison is Monster expected to grow revenue 8.4% and 7.4% in 2026 and 2027 respectively.
I get it that we have more automated markets and Reddit sentiment is a big factor, but still it is a funny way markets are behaving these days. (2/n)
I get it that we have more automated markets and Reddit sentiment is a big factor, but still it is a funny way markets are behaving these days. (2/n)
Samme dynamik men omvendt når konkurrenter indgår i massiv priskonkurrence. Starteren tror de vinder markedsandele men fordi de andre reagerer ligeså bliver markedsandele status quo og den samlede profit falder for alle aktører.
October 28, 2025 at 5:50 PM
Samme dynamik men omvendt når konkurrenter indgår i massiv priskonkurrence. Starteren tror de vinder markedsandele men fordi de andre reagerer ligeså bliver markedsandele status quo og den samlede profit falder for alle aktører.
Altså hvordan man nogle gange får et dårligere resultat, når alle handler for egen vinding, i stedet for at samarbejde og tænke langsigtet.
I det her tilfælde reagerer alle ved at investere i den tro at vinderen tager hele markedet. Kan lede til at alle taber fordi der overinvesteres.
I det her tilfælde reagerer alle ved at investere i den tro at vinderen tager hele markedet. Kan lede til at alle taber fordi der overinvesteres.
October 28, 2025 at 5:50 PM
Altså hvordan man nogle gange får et dårligere resultat, når alle handler for egen vinding, i stedet for at samarbejde og tænke langsigtet.
I det her tilfælde reagerer alle ved at investere i den tro at vinderen tager hele markedet. Kan lede til at alle taber fordi der overinvesteres.
I det her tilfælde reagerer alle ved at investere i den tro at vinderen tager hele markedet. Kan lede til at alle taber fordi der overinvesteres.