Yearly Recap

Personal News

Hello fellows, happy new year!! Hope you have a great 2023.

Last month I was notified I had been accepted at Brandeis University, in Boston, to study for a Master’s Degree in International Economics and Finance. I’ll be moving to the US, from Argentina, in the next weeks and begin classes in around three weeks. The most likely scenario is where I study full time (40hrs course week I think) and, in the free time, I think I will have to get a part time job, since living in the US compared to Argentina is extremely expensive.

I don’t know how much time will I have left to write or even read. I think it’s highly unlikely for me to stop writing the Sunday articles, I will do all I can to keep that going indefinitely. However, research articles take an immense amount of time, so I do not know how frequent those will be. I’ll try to send research articles at least once a month, but I have no clue of future variables in play.

Article

It is a very good practice to measure habits and knowledge improvement throughout spans of time, because you cannot improve what’s not measured. If we go back some months (talking about this Newsletter), we learned a great amount of things. From defining an investors’ risk profile, to a high degree of cash flow statements implications, mental models to improve behavior, etc. At the same time, we went through many companies in the research articles, all this meaning knowledge heavily expanded this past semester. I’ll leave below the three most well-received articles on both variants (trying to limit the bias subscriber growth suppose):

Sundays:

12/18/2022

11/13/2022

9/25/2022

Research:

Microsoft

Mercado Libre

Texas Instruments

Moving Forward

The past 6 months were actually fun, I really enjoy writing. I sadly ‘lost’ three months writing on Revue, but beyond that, I’m really happy with how things are turning out. Here’s how we are finishing 2022:

The purpose of this Newsletter started being about learning the fundamental principles of the stock market, for us to get better at investing in it. Of course, the very fundamental principles eventually get covered, which makes us move to second tier ones. I believe the newsletter’s mission evolution is only natural and currently is:

“To address every possible vertical of principles about the stock market for us to get an edge over other investors”

I think I said it in earlier pieces, but I believe the key to all games is information, or knowledge. The more variables we consider, the better should odds be of us making right calls, and I believe we’ll continue completing this blurred puzzle in From 0 to 1 in the Stock Market. In case you aren’t subscribed but would like to:

Anyway, hope you have a peaceful start of 2023 and set up for a better year than the previous one!

If you have any sort of question, idea or to share anything, feel free to contact me through:

Twitter: ‘@Giuliano_Mana

Gmail: tute.mana@gmail.com