My 2024 Equity Research
Four equity reports and thoughts moving forward.
During 2024, I turned the research side of this newsletter into paid. I’m infinitely grateful to people who supported me, and I am hopeful you could find some insights.
When I started writing in late 2022, I had promised myself I’d try to keep everything free. While learning about the investing world, I came across the fact that there’s little high-quality research and thoughts that one can freely access. Therefore, it was my intention to supply both things to people who, like myself, were trying to learn.
I finished my Master’s last year, returned to Argentina, and things are starting to more or less work themselves out. Consequently, earlier this year, I removed paid subscriptions, returning to a fully free model.
A couple of months have passed, so I thought I could now share the equity research that I did last year. I covered four companies, all of which’ write-ups differ in nature and structure. Hope you find them helpful:
Burford Capital:
HireQuest:
Winmark:
Irsa:
Disclaimer: This is not financial advice. None of these reports should supplant your own due diligence and thinking.
Onward
I do not think I’ll continue to make use of this space to publish most of my writing. Insofar as any write-ups might relate to investing, I will. However, over the past 1.3 years, my mind has drifted to other places, most of which are completely unrelated to the heart of this newsletter and thereby outside of the scope of why you might’ve subscribed thereto.
Recording ideas and solidifying knowledge is crucial to me, but I believe that either a temporarily private approach therefor, or a new space altogether, are the better route. It is my true desire to turn all of these things that I’m learning into something. For it remains obscure how, I’ll try to eschew publishing until these clouds fade.
Thank you for reading and I hope you find the reports useful.
Importantly, none include valuations or any models.
All the best,
Giuliano
I hope you continue writing! Thanks for sharing your thoughts.