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Winmark One Pager
Winmark owns 5 resale brands and runs a franchising business model at a 48% net profit margin. Entrepreneurs can operate one of these ‘neighborhood…
Jul 7
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Giuliano
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Winmark One Pager
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June 2024
Mid-2024 Shareholder Letter
Performance and meditations on portfolio management
Jun 30
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Giuliano
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Mid-2024 Shareholder Letter
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Q1 2024 Quarterly Portfolio Update
All companies held in the portfolio have now reported quarterly results. As I’ve accustomed to, this writing will provide you with a brief overview of…
Jun 8
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Giuliano
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Q1 2024 Quarterly Portfolio Update
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May 2024
Winmark: Business Overview
Surprisingly profitable and durable business model
May 28
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Giuliano
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Winmark: Business Overview
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My Plan
Thoughts moving forward, now that I graduated
May 26
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Giuliano
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My Plan
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Natural Selection, Economics and Investing
An inquiry into the relation between these after reading Darwin and Adam Smith.
May 19
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Giuliano
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Natural Selection, Economics and Investing
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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. They raised capital in…
Apr 20
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Giuliano
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Burford One-Pager
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Burford: Fair Value Methodology
Litigation claims being a new form of asset has caused some trouble for fair value estimations. Burford’s methodology for reporting capital provision…
Apr 17
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Giuliano
4
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Burford: Fair Value Methodology
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Burford Capital: Portfolio Breakdown
Burford is not a ‘usual’ business, in the operating sense, and litigation claims are a novel asset class. Both elements might cause misjudgment when…
Apr 3
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Giuliano
8
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Burford Capital: Portfolio Breakdown
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March 2024
Antonio Linares: A Unique Investment Philosophy
The test of time is the most arduous of them all. Accumulated judgments lead to finding untruth in elements, and hence their lack of value. In…
Mar 31
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Giuliano
15
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Antonio Linares: A Unique Investment Philosophy
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Compilation of Reads, Volume 2
In the first compilation of reads, I shared three articles which I think represent different verticals for analytical thought. Namely, a conceptual…
Mar 24
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Giuliano
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Compilation of Reads, Volume 2
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Burford Capital: Historical Returns Analysis
Burford’s business model is one of capital deployment. The company reinvests proceeds from previous investments and raises private funds to act as asset…
Mar 20
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Giuliano
12
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Burford Capital: Historical Returns Analysis
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