From 0 to 1 in the Stock Market

39 unconventional ideas that will rewire your brain

Each of these should alter the way you see things - upgrade your mental software.

May 23 • Giuliano

19

1

Grew 4x in past 4ys - trading at ~2.5x EV/FCF

IPO'd last year - likely overlooked by the market

May 7 • Giuliano

11

SuperCom - growing 40% at potentially ~2x 2026 EBITDA

Accounting exercise on current investment opportunity

May 4 • Giuliano

8

April 2026

January 2026

Real vs Theoretical Wealth

Question in Economics I couldn't answer after thinking about it for 2 years.

Jan 2 • Giuliano

8

December 2025

My Reads in 2025

Maybe you'll find your next read here

Dec 28, 2025 • Giuliano

12

1

The Operator Premium

Why Brad Jacobs raised $5bn on a plan and Elon got a $1tn comp package approved

Dec 9, 2025 • Giuliano

12

3

1

October 2025

Takeaways from 5 Books

The Intelligent Investor, Lessons from the Titans, Built from Scratch, The Power Law, and Richer, Wiser, Happier.

Oct 11, 2025 • Giuliano

19

4

1

August 2025

Keynes

Thoughts on The General Theory of Employment, Interest and Money

Aug 2, 2025 • Giuliano

11

1

June 2025

Trust in the Operator

An M&A offer led me to think about The Outsiders and Richard Zeckhauser.

Jun 30, 2025 • Giuliano

9

3

April 2025

My 2024 Equity Research

Four equity reports and thoughts moving forward.

Apr 20, 2025 • Giuliano

13

1

March 2025

How Much to Bet Just Based on Operators

Recurrent thought

Mar 30, 2025 • Giuliano

5

3

1