My Research Is Turning Paid

Ever since the first day, my intention has always been to become a great investor and share as much of the knowledge I can. I think there is no better way to add some value to humanity than to learn and share what one learns. Hopefully I’ll improve my articulation skills. That way, the essence of what I want to transmit gets through, avoiding you going through surrounding noise.

When I began learning about this world, I did not find much high-quality thoughts nor information, or at least not for free. This inaccessibility restrains the general public’s, such as myself, capability of compounding knowledge upon good layers.

I’ve now been writing for a year and a half. Curiously, this is the 77th week in a row that I publish the Sunday issue. In parallel, I have shared over 40 research articles consisting of deep dives, earnings reviews and industry analyses. However, unfortunately, I have to propose a change to the newsletter’s structure.

The reason why I’m proposing this is due to the fact that I am studying for a Master’s degree at Brandeis IBS, in Boston. And, because of external factors, even though I’m doing an internship at a long-only equity fund, I’ll no longer count with my estimated income stream.

In any case, here’s my proposal so that I can remain focused in creating value for you.

What will you get if you turn on the paid subscription?

I dedicate more than ten hours per day, including weekends, to learning, thinking and writing about investing. My hope is that you get some sense of that when you read my Sunday articles or research. Sunday articles will remain free. Not the research.

If you decide to turn on the subscription, you will receive:

• All earnings reviews I write.

  The ones remaining for this quarter, which I’ll publish in December, will be on Visa, Texas Instruments and Mercado Libre. Moving forward, all earnings review will be paid, including: ASML, Tesla, Microsoft, Google, Zoetis, Mercado Libre, Texas Instruments, Visa. And most likely other companies I’ll research and decide to follow.

  For an example of what my earnings reviews look like, you can check this tab.

• All research I write.

  This will include, per month, at least a 4-5 thousand words research article on companies I believe are good. Ones that I think could fundamentally compound at higher rates than the market. Most of them I’ll expect to compound at 12-14%, though others at a lower rate.

  The companies I have in mind are Burford, Bakkafrost, Topicus, Winmark, Pool Corporation, Danaher, Ulta Beauty, Autodesk/Mensch und Maschine/Bentley Systems.

  Furthermore, industry breakdowns, such as the one I published on BIM Software, will be behind paywall as well.

  Research will most likely begin with Burford.

• You will have the option of directly contacting my email and WhatsApp if you have any question.

I say at least 4-5 thousand words just in case. But, for example, in March I published 60 pages (14k words) of research on Google, which might have taken me 5 weeks to write. In February, I published 30 pages on Visa, which took me 3 weeks to write. In August, I published 40 pages of research on Zoetis, which took me 6 weeks to write. Important to note that I think quality has been increasing as time went by, making each page more valuable.

For an example of what my research looks like, you can check this tab.

What you can definitely not expect is a financial recommendation nor at which point to buy. My intention is to try to provide you with all the relevant information about companies so that you can form an opinion yourself. Furthermore, I believe conviction is built with details. I received multiple comments from investors stating Zoetis’ articles helped them in this sense. The focus of this research will be on that front as well.

Some Pertinent Background of Myself

Besides the academic financial background, both undergraduate and graduate, the amount of time I dedicate to reading and writing about investing, something I never shared:

I have been managing a (now) 1 million dollars portfolio since January of 2022.

The companies I research and post about here are the ones that I either hold in the portfolio, or I’m planning to add and will almost certainly do. Hope the following screenshot helps in some sense (I don’t care about YTD returns, you can read what I posted last semester).

Furthermore, the following image illustrates performance since inception, which was on the 25th of January of 2022. There’s no option to show both on a single one, unfortunately. Since inception, the portfolio has had a return of 18.2% and, the S&P 500, 6.9% .

Here is the last time I shared the partnership’s return and thoughts about it. I post the performance every semester and will be doing so by the end of this year as well. Finally, if you are interested in what I believe is my investment philosophy, I extensively shared my thoughts in July, and will be doing so every semester, or every year, as well.

Personal Commentary

Life is tough. Adapting oneself to new situations is crucial and, even though this is not ultimately desirable by myself, I’m not seeing another path very clear at the moment.

Contact: Giulianomana@0to1stockmarket.com