8 Comments

I also try to look at things that can break my investment thesis, but this is on another level. Thanks for writing this!

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Jan 15Liked by Giuliano

Appreciate your insightful perspectives and the depth of your writing my friend ! Your articles consistently provide valuable insights, making each read a rewarding experience. Looking forward to the next article!

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Jan 15Liked by Giuliano

Great article my friend! It is easy to see all the work and research behind those. This is not something most investors are good to do, going against the initial thesis and finding disruption. I need to put more effort into this. Thank you for sharing. Cheers!!

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muchas gracias excelente trabajo como siempre saludos

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