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HireQuest: Superior Model and Merger
HireQuest was a private staffing company with $190 million in system sales and over 90 locations.
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Giuliano
Quarterly Portfolio Update Q2 2024
On Wednesday the 28th of August, the last company in which we have a position reported results.
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Giuliano
2

August 2024

Worldly Wisdom: Update on my Journey
It has been a while since my last article.
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Giuliano
2
HireQuest: Part 1
New equity research
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Giuliano
2

July 2024

Winmark One Pager
Winmark owns 5 resale brands and runs a franchising business model at a 48% net profit margin.
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Giuliano

June 2024

Mid-2024 Shareholder Letter
Performance and meditations on portfolio management
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Giuliano
6
Q1 2024 Quarterly Portfolio Update
All companies held in the portfolio have now reported quarterly results.
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Giuliano

May 2024

Winmark: Business Overview
Surprisingly profitable and durable business model
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Giuliano
My Plan
Thoughts moving forward, now that I graduated
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Giuliano
4
Natural Selection, Economics and Investing
An inquiry into the relation between these after reading Darwin and Adam Smith.
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Giuliano

April 2024

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.
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Giuliano
2
Burford: Fair Value Methodology
Litigation claims being a new form of asset has caused some trouble for fair value estimations.
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Giuliano
2
© 2024 Giuliano
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