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Equity Research
Meditations on Investing
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Mid-2024 Shareholder Letter
Performance and meditations on portfolio management
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Meditations on Investing
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Real vs Theoretical Wealth
Question in Economics I couldn't answer after thinking about it for 2 years.
Jan 2
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Giuliano
6
My Reads in 2025
Maybe you'll find your next read here
Dec 28, 2025
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Giuliano
10
1
The Operator Premium
Why Brad Jacobs raised $5bn on a plan and Elon got a $1tn comp package approved
Dec 9, 2025
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Giuliano
9
3
1
One Pagers
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HireQuest One Pager
HireQuest is a staffing company, founded in 1991 by Richard Hermanns and Dan McAnnar.
Nov 27, 2024
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Giuliano
3
1
Winmark One Pager
Winmark owns 5 resale brands and runs a franchising business model at a 48% net profit margin.
Jul 7, 2024
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Giuliano
7
1
Burford One-Pager
Burford was founded in 2009 by Jonathan Molot and Christopher Bogart, both of whom lead the company and own a combined 10% share.
Apr 20, 2024
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Giuliano
13
2
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From 0 to 1 in the Stock Market
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