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Joe Gannon

High-conviction stock picks for the neurodivergent investor. I write for those unsatisfied with passive strategies and overpriced advice.

Newsletter · By Gannon Capital · Official site

Indexed issues, last 90 days
12
Latest publication
Oct 1, 2026
Audience
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Earliest in this view
Jul 7, 2026

Latest issues

  1. Issue · Oct 1, 2026

    Gannon Capital Portfolio - October '26 Portfolio Update (opens the original)

    Excerpt · Positive tone

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    October 2026 portfolio update highlights:NEW: Gannon Capital vs. Nasdaq Benchmark (row 33)Gannon Capital vs. S&P 500 Benchmark (row 32) Transaction History Tab Added (2018 - Present)6 portfolio positions that are strong buys right now1 position added to in September1 core position trimmed in SeptemberWatchlist Tab Updated (27 companies in total)<p style="text-align:

  2. Issue · Sep 22, 2026

    Digital Bretton Woods September ‘26 Update (opens the original)

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    <img alt="" class="sizing-normal" height="768" src="https://substackcdn.com/image/fetch/$s_!7tbb!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5b6418c5-ba48-41e1-81f1-032162fe2e28_1408x768.jpe

  3. Issue · Sep 2, 2026

    Gannon Capital Portfolio - September '26 Portfolio Update (opens the original)

    Excerpt · Positive tone

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    September 2026 portfolio update highlights:NEW: Transaction History Tab Added (2018 - Present)NEW: Gannon Capital vs. S&P 500 Benchmark (row 32) 4 portfolio positions that are strong buys right now1 position added to in AugustWatchlist Tab Updated (27 companies in total)See why real conviction matters (Over +1,000% Portfolio Growth since 2018)<p style="text-align:

  4. Issue · Aug 25, 2026

    Aduro’s Summer of Execution (opens the original)

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    I have been following Aduro Clean Technologies since May of last year. I started with a small position after a few hours of research because I immediately saw the potential. At the time of my first purchase on May 19, 2025, they were still considered a “penny stock” with a market cap under $300M and a stock trading in this single digits. For those of you that have been following me, you know that this is not how I normally invest.However, this is one of those situations where the upside drastica

  5. Issue · Aug 17, 2026

    Gannon Capital Portfolio - August '26 Mid-Month Update (opens the original)

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    August 2026 portfolio mid-month update highlights:NEW: Transaction History Tab Added (2018 - Present)NEW: Gannon Capital vs. S&P 500 Benchmark (row 32) 2 portfolio positions that are strong buys right now0 positions added to yet in AugustWatchlist Tab Updated (27 companies in total)This Substack is reader-supported. To join the community, see all my active and past investments and be notified about all future m

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