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My 2024 Equity Research
Four equity reports and thoughts moving forward.
Apr 20
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Giuliano
11
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My 2024 Equity Research
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March 2025
How Much to Bet Just Based on Operators
Recurrent thought
Mar 30
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Giuliano
4
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How Much to Bet Just Based on Operators
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Depth
I hear this word quite often, and I’ve been using it with increased frequency.
Mar 16
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Giuliano
7
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Depth
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January 2025
2024 Shareholder Letter
Performance and some thoughts
Jan 19
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Giuliano
13
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2024 Shareholder Letter
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Irsa
Irsa is an Argentinian company with a large real estate portfolio, has been publicly traded for over 30 years, never defaulted on its debt, and lately…
Jan 14
•
Giuliano
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Irsa
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December 2024
Attractor States
A powerful idea that can be found across disciplines and fields.
Dec 29, 2024
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Giuliano
8
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Attractor States
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Reading and Its Effects on Memory
I couldn’t help but notice dramatic changes in my memory over the past 4.5 years, where I’ve focused on reading/learning as much as possible.
Dec 15, 2024
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Giuliano
15
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Reading and Its Effects on Memory
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2
My Reads in 2024
The year is coming to an end, and I have found that recalling past reads is phenomenal to retain knowledge acquired.
Dec 8, 2024
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Giuliano
24
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My Reads in 2024
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4
The Ultimate Book on Accounting
Short post on why this book is fantastic to understand accounting
Dec 1, 2024
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Giuliano
48
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The Ultimate Book on Accounting
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November 2024
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
2
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HireQuest One Pager
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Mental Models
I’ve been giving much thought to this thing everyone calls ‘mental model’.
Nov 24, 2024
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Giuliano
3
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Mental Models
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Lessons From the Greatest
One lesson for each extraordinary person I've learned from.
Nov 17, 2024
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Giuliano
6
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Lessons From the Greatest
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