From 0 to 1 in the Stock Market

Keynes

Thoughts on The General Theory of Employment, Interest and Money

Aug 2 • 

Giuliano

9

June 2025

Trust in the Operator

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

Jun 30 • 

Giuliano

8

3

April 2025

My 2024 Equity Research

Four equity reports and thoughts moving forward.

Apr 20 • 

Giuliano

12

1

March 2025

How Much to Bet Just Based on Operators

Recurrent thought

Mar 30 • 

Giuliano

4

Depth

I hear this word quite often, and I’ve been using it with increased frequency.

Mar 16 • 

Giuliano

7

January 2025

2024 Shareholder Letter

Performance and some thoughts

Jan 19 • 

Giuliano

13

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

December 2024

Attractor States

A powerful idea that can be found across disciplines and fields.

Dec 29, 2024 • 

Giuliano

8

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 • 

Giuliano

15

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 • 

Giuliano

24

4

The Ultimate Book on Accounting

Short post on why this book is fantastic to understand accounting

Dec 1, 2024 • 

Giuliano

67

5

November 2024

HireQuest One Pager

HireQuest is a staffing company, founded in 1991 by Richard Hermanns and Dan McAnnar.

Nov 27, 2024 • 

Giuliano

2