Public
Public archive
Open writing and market notes that show the work over time.
- Entries
- Market notes
- Long-running research context
Gigantes Research
Private access to how I operate with Kova.
Gigantes Research is where I share my market notes, portfolio decisions, risk management, research ideas, and the Kova-based process behind them.
$499 one-time access. Kova sold separately. Members receive preferred Kova pricing.
Public vs private
Where the thinking evolved. Where it operates now.
The newsletter remains public. The paid layer is where the current work, execution context, risk management, and member questions live.
Members
Gigantes Research
Current operating context around decisions, risk, execution, and the questions that come up in the community.
- Current notes
- Execution context
- Risk management
- Live Slack discussion
Inside
Inside Gigantes Research.
No picks, no signals. You see how I make the call, how I manage risk, and the Kova review that keeps the plan honest.
Execution
What I'm doing and why
Risk
How I'm sizing, defending, trimming, waiting, or staying out
Research
Ideas, market context, and threads before they go public
Kova process
How the plan gets documented, reviewed, and refined
Background
Built by an operator, not a commentator.
I'm Juan Pemberthy, founder of Kova. I've spent over fifteen years building platform infrastructure at companies like Uber and GitHub, and I've had skin in markets for over twenty years. Gigantes Research is where those two worlds meet: systems thinking, market discipline, portfolio context, and the tool I built to keep the process honest.
Engineer
Platform infrastructure at Uber, GitHub, and Convergint.
Investor
Over twenty years with skin in markets.
Builder
Founder of Kova, the system of record behind the process.
Writer
Years of public market notes through Los Gigantes / Gigantes Research.
Public proof of work
Built on public proof of work.
Gigantes Research did not start from zero. It builds on years of public market writing, portfolio reflections, and the original Los Gigantes community. The public archive remains public; some legacy entries are in Spanish; the paid layer is the next operating space around the current process with Kova.
- 180+
- public entries
- Kova
- system of record
Offer
One-time access to the operating layer.
You are not paying for a newsletter. You are paying for access to the operating context behind the work: current notes, research threads, risk management, Kova reviews, and live discussion in a members-only Slack workspace.
$499
One-time access to Gigantes Research.
- Research space
- Members-only Slack workspace
- Research knowledge base
- Ongoing operating notes
- Preferred Kova pricing
Kova is separate. Gigantes Research members receive preferred Kova pricing: $30/month instead of the public $49/month.
Join Gigantes ResearchFAQ
Questions before joining.
Is this financial advice?
No. Gigantes Research is not financial advice.
Is this a signals group?
No. It is focused on process, strategy, decision-making, and context.
Is the newsletter included?
The newsletter is public. Gigantes Research is not selling access to the newsletter. The paid value is the operating layer, community, research knowledge base, and ongoing Kova-based operating notes.
Is Kova included?
Kova is a separate monthly product. Gigantes Research members receive preferred Kova pricing: $30/month instead of the public $49/month. The $499 one-time fee grants access to Gigantes Research, not lifetime access to Kova.
What does the $499 include?
The $499 one-time membership gives access to the Gigantes Research space, the research knowledge base, community, and ongoing operating notes.
What happens to Los Gigantes?
Los Gigantes is winding down as the active community. Gigantes Research is the next chapter.
Gigantes Research
Join Gigantes Research.
$499 one-time access to the research space, focused community, knowledge base, and ongoing notes around how I operate with Kova in the market.