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Business Models
Investors speak about business models all the time, but there’s rarely someone who stops and defines what a business model is. Definitions are never…
 • 
Giuliano
2
Advice for Managers
I must begin by first addressing the elephant in the room. My position is by no means one that provides solid ground for the title to stand. Little…
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Giuliano
4
The Most Neglected Component of Valuation
Earlier this year, I published an article laying out my thoughts and concerns about DCF models. My sense was that their true applicability is close to…
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Giuliano
6
Approaching Both Types of Technologies
I had to read The Innovator’s Dilemma at a fifth of the speed at which I read finance books, generally. Clayton wrote an unbelievably insightful and…
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Giuliano
Research, Zoetis: Thesis and Financials
This article corresponds to the third part of Zoetis research. If you haven’t gone through part 1 and part 2, I’d suggest you at least skim through…
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Giuliano
6
Old Notes
The podcast is finally going somewhere I started a podcast a couple of months ago with the main objective of it being a place where I could think aloud…
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Giuliano
2
Compounding Research
Before going into the article, something personally important. I’m studying for a Graduate’s Degree in Finance and Economics, in Boston. I’m about to…
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Giuliano
4
From 0 to 1 in the Stock Market
From 0 to 1 in the Stock Market
Fundamental principles of the stock market, earnings reviews and research.
Recommendations
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The Statistical Edge
Retail Capital Trading
StockOpine’s Newsletter
StockOpine’s Newsletter
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AlphaPicks on Wall Street
AlphaPicks on Wall Street
AlphaPicks
Cubic Analytics
Cubic Analytics
Caleb Franzen
Palantir Bullets
Palantir Bullets
Arny Trezzi

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