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François Rochon: The Beauty Element
Looking for a job I’m studying for a Master’s degree at Brandeis, in Boston. I’ll be graduating in May of 2024 and I’m looking for a job in a long-only…
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Giuliano
2
François Rochon Investment Philosophy
Article During September and part of October, I went over 20-25 of Michael Mauboussin’s early research articles. The read was immensely enriching, and I…
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Giuliano
François Rochon Investment Philosophy
Looking for a job I’m studying for a Master’s degree at Brandeis, in Boston. I’ll be graduating in May of 2024 and I’m looking for a job in a long-only…
 • 
Giuliano
8
Why Do Fundamentals and Prices Converge?
Looking for a job I’m studying for a Master’s degree at Brandeis, in Boston. I’ll be graduating in May of 2024 and I’m looking for a job in a long-only…
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Giuliano
4
The Curse of Compounding
Looking for a job I’m studying for a Master’s degree at Brandeis, in Boston. I’ll be graduating in May of 2024 and I’m looking for a job in a long-only…
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Giuliano
6
October 2023
Nick Sleep Solved Disruptive Innovation
Looking for a job I’m studying for a Master’s degree at Brandeis, in Boston. I’ll be graduating in May of 2024 and looking for a job in a long-only…
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Giuliano
2
Under The Lens Of Disruption: Tesla
Looking for a job I’m studying for a Master’s degree at Brandeis, in Boston. I’ll be graduating in May of 2024 and looking for a job in a long-only…
 • 
Giuliano
4
How Disruption Works
Podcast A couple of months ago, I started a podcast. It took time and iterations for me to find a product I believe is worth consuming. The thesis for…
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Giuliano
6
Traditional Metrics Are Fundamentally Flawed
Michael Mauboussin’s repertoire of research articles have proven to be a delightful read. They helped me expand information of specific financial…
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Giuliano
4
Detaching the crowds
Throughout 2023, on numerous occasions we’ve touched the point of thinking probabilistically. As early as November of last year the concept was…
My Investment Philosophy and Philosophy
I understand it is a long read, if you prefer the PDF version, here’s it: Prologue This is a terrifying article to write. It is not until you start…
Wandering through Nick Sleep letters
I started reading Nicholas shareholder letters in late March. However, I’m embarrassed to say I did not finish them (left them at 60% read…
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