The Bullish Case for Salesforce
Today I want to leave an insight registered around an opportunity I’m seeing in Salesforce CRM . The situation reminds me a lot of The bullish case...
Execution
What I'm doing and why
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 proof of work
Built on public proof of work.
Gigantes Research builds on years of public market writing and portfolio reflections. The archive remains public; the paid layer is the operating space around the current process with Kova.
- 200+
- public entries
- Kova
- system of record
May 31, 2026
May 25, 2026
You own nothing except this
Quick note before we start. Gigantes has historically been mostly in Spanish, but as some of you know, I’m working on some structural changes for this...
May 17, 2026
¿Ackman, Buffett o Yo?
Esta semana se ha hablado bastante de los movimientos de algunos inversionistas conocidos alrededor de Google ( GOOG ), Microsoft ( MSFT ) y Amazon (...
May 10, 2026
No se puede llorar en $200
Uno de los objetivos de Kova es medir alineamiento y consistencia en estrategias de inversión. Por eso, recientemente agregué funcionalidad para...
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.
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 Gigantes Research.
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.
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.