Gavan
Ganung
I'm a stock picker and trader by trade. Markets keep changing, which is what I like about them: there's always something new to learn. I study the investors and traders who came before me and work toward a style of my own. I also love to build, and AI is how I turn ideas into the tools I use.
for decades.
Preserve capital first. Then compound it at a high rate for a very long time, through a few great businesses and a disciplined trading book. Measured against the S&P 500.
Start here°
This is the full method: what I buy, what I trade, how I enter, where the stop goes, and why. Read these in order and most of what I post will make sense.
The objective and the math
Why compounding is the whole game, and what a few extra points a year are worth.
The long-term book
Fewer than ten businesses, sized by conviction, held for years.
The swing book
Three setups, one way to enter, and the risk limits that shut everything down.
The chart book
352 of the biggest winners of the last five years, and what they had in common.
Recent letters°
State of the Markets
Market update: Tuesday, October 6, 2026
You can't out-earn the people who own the machines
Owning things used to be how you got rich. It's becoming how you keep up.
Does Meta’s AI build pay for itself?
Meta will spend up to $145B on capex this year. Here’s what that buys in three scenarios, and what I’m watching on October 28.
Projects°
5 active · 0 closed · 0 acquired
Agent Standings
The example trading agents from Public, Robinhood and Composer, plus my own, backtested over ten years and checked for luck. Rescored every night. Most don't hold up.
Lo-Float
Active · FreeLo-fi for traders. The music is generated live in your browser, so it never repeats, over six hand-painted trading desks.
Tune in →
Priced In
Active · FreeThe move the options market expects from every earnings report, locked the night before and scored the day after.
See this week →
Hunch
Active · $5/moType a belief about the world. Get the companies that actually get paid if you're right, with the catalysts, the risks, and what would prove you wrong.
Try it free for 30 days →
Almanac Office
Active · From $750AI setup for service businesses without a tech team. Agents that answer leads, send quotes and chase invoices inside the tools they already use, with nothing sent until the owner approves.
See how it works →