From 0 to 1 in the Stock Market

Real vs Theoretical Wealth

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

Jan 2 • Giuliano

6

December 2025

My Reads in 2025

Maybe you'll find your next read here

Dec 28, 2025 • Giuliano

10

1

The Operator Premium

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

Dec 9, 2025 • Giuliano

9

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

18

5

1

August 2025

Keynes

Thoughts on The General Theory of Employment, Interest and Money

Aug 2, 2025 • Giuliano

10

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

8

3

April 2025

My 2024 Equity Research

Four equity reports and thoughts moving forward.

Apr 20, 2025 • Giuliano

12

1

March 2025

How Much to Bet Just Based on Operators

Recurrent thought

Mar 30, 2025 • Giuliano

4

3

1

Depth

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

Mar 16, 2025 • Giuliano

8

1

January 2025

2024 Shareholder Letter

Performance and some thoughts

Jan 19, 2025 • Giuliano

13

2

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, 2025 • Giuliano

1

December 2024

Attractor States

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

Dec 29, 2024 • Giuliano

8

1