Meditations on Investing

Charlie Munger changed my life. His idea of worldly wisdom seems too right. I’ll be studying the big ideas in Biology, Economics, Chemistry, Physics, and Psychology. Every once in a while, I will publish a deep dive bringing insights from these disciplines to investing. So far, I wrote the following:

Compilation of Reads

I’ve gone through hundreds of shareholder letters, research articles, and essays about investing. Occasionally, I’ll publish free compilations of what I consider to be the most insightful pieces. The first of them contains: (i) a shareholder letter from Buffett, 1960s; (ii) a research article from Mauboussin, 1997; (iii) an essay from R.Zeckhauser, 2006.

Compilation Of Reads, Volume 1
1.62MB ∙ PDF file
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Future compilations will be published on this tab: Recommended Reads.

Who am I?

My name is Giuliano Mana. I’m 26 years old, have a B.A Degree in Finance and hold a Master’s candidate at Brandeis IBS. I spend several daily hours reading about investing and hope to transmit some insights here. Trying to figure things out.

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Meditations about investing and equity research.

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