Giuliano @Giuliano_Mana
Sharing equity research and book notes / Newsletter & Podcast: From 0 to 1 in the Stock Market 0to1stockmarket.com/p/2023-shareho… Boston, MA Joined April 2022-
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I think this is the best book I’ve read.
Fascinating read.
"If everybody is thinking alike, then somebody isn't thinking"
I'll finish with Adam Smith this week. These past weeks have been tougher for deeply reading, generally suggesting I need a break. I wish I had more literature books to read thereafter.
Some ideas that have been incredibly useful to me: 1. There are no absolute truths, only opinions. More people agreeing with something does not make the thing true. 2. Embracing uncertainty helps build useful knowledge. There is no need to have all of the answers at once, but…
Alongside Franklin's The Way to Wealth, this is one of the speeches I think everyone should listen to.
Alongside Franklin's The Way to Wealth, this is one of the speeches I think everyone should listen to.
Molot saw it with incredible clarity 15 years ago. $BUR I suspect Zeckhauser would view the endeavor as an operation in a UU world.
In their last letter, $BUR made clear what the path forward is. This must not be overlooked, for it dramatically changes $BUR economics. In 2008, Chris noticed demand for funding litigation claims and thought he should take his hobby seriously. Alongside Jonathan Molot, both…
Giuliano asks the most thought-provoking questions! As always it was a pleasure to speak with him, and I hope people find it as useful as I have.
Giuliano asks the most thought-provoking questions! As always it was a pleasure to speak with him, and I hope people find it as useful as I have.
I have just published my conversation with Dave from @IFB_podcast. Fascinating topics discussed, hope you enjoy it!
$BUR 2023 performance review will be published on Saturday. $TSLA $MSFT $GOOGL $TXN earnings review will be published in the coming weeks.
$TSLA energy storage and generation's quarterly performance.
'There are some things that are important, but unknowable. We don't waste our time with those. We want to focus on those things that are important and knowable.'
In 2009, Jonathan Molot articulated why legal finance should exist. Further, it validates my suspicion on why I think it will continue to grow. $BUR
Astonishingly curious move.
The study plan for microeconomics has been designed. I'll most likely get into it after Newton's Principia Mathematica.
I'm finding very curious to see that Dostoevsky built on two of Adam Smith's ideas: 1. Humans as rational agents, who would maximize benefit. 2. Nature embedded within us a sense of morality.
Quartr @Quartr_App
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The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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Javi | Vecino Inverso.. @vecinoinversor_
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10K Followers 427 Following I am a Quality Investor. I like risky ideas with a lot of potential upside. I am also a fan of Austrian Economics.
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Invirtiendo en Calida.. @InvEnCalidad
2K Followers 35 Following Inversión a largo plazo en empresas con fuertes ventajas competitivas y dirigidas por gestores excepcionales. Cuenta gestionada por @invesquotes
Acabo de terminar “Camino de Servidumbre” un libro cuyo mensaje central es intemporal. Hayek expone los peligros del socialismo, defendiendo la libertad individual y alertando sobre la centralización del poder estatal. Lástima que muchos lleven 80 años sin captar el mensaje.
Podcast episode #1 for SK Japan is now available to free subscribers. It is available on SS and Spotify. Link in bio!
Get out of your gf/wife’s plushie-filled bed and dive into my newest stock pitch on #SKJapan (TYO 7608) I’ve discovered a completely different investment thesis that is nothing like my former ultra quick pitch. SKJapan manufactures collectibles (plushies, key chains, etc) for…
Two investing principles that are shaping my framework: Learn to say no Don't feel compelled to copy someone else
Nueva adquisición en Worldstocks Seguimos invirtiendo en Capex de crecimiento 🙌🏼 Desde el mismísimo almacén del señor Bezzos a mi casa $AMZN 😂👇
Nunca en mi vida de estudiante toqué una biblioteca. Tenía la de mi abuelo. El más sabio de todos.🦁🇦🇷
Todo en orden, sigan componiendo🫡 Visa $V
It's no secret that measuring a company's 𝗠𝗢𝗔𝗧 can be 𝘁𝗿𝗶𝗰𝗸𝘆. But Warren Buffet, Pat Dorsey, and Michael Mauboussin showed us the way. A thread: 𝗙𝗮𝗻𝘁𝗮𝘀𝘁𝗶𝗰 𝗠𝗢𝗔𝗧𝗦 and how to find them in 9 easy steps. 👇
🔴YPF CNV / SEC
anyone have a copy of this book that I can borrow? :) amazon.com/Price-Retail-R…
Kierkegaard rule no. 1 of history: listen to the clowns
🔴Caso YPF: "Parece que la única manera que existe para que Argentina se ocupe de este tema, es mediante acciones judiciales".
Some of the best books I've read this year: 🟠The Art of Quality Investing 🟠Warren Buffet: Financial Statements 🟠Competition Demystified 🟠Expectations Investing (2nd read) 🟠The Deals of Warren Buffett What should I read next?
@Giuliano_Mana That’s true, especially with regard to investing-related articles, I find it hard to find a link (which is probably a part of my utility function). However, they’re also not that deep into history and with readable length.
@kevinfoyteck @Giuliano_Mana There are competitors entering this space. What makes Burford stand out is the fact that Burford is larger than their largest competitor by severalfold and that Burford is very conservative with assigning value to their litigation assets.
Buen viernes a todos! Ya está disponible el capítulo número 7, nuestra no-entrevista a Guillermo Mana. También está disponible la lista de lectura recomendada por el invitado. Links en la bio
So far: $GOOGL $TSLA $MELI $WINA
It's going to be a great week to scale into some positions.
For anyone interested I wrote a thread on discount rate and terminal value in a DCF valuation.
@MnkeDaniel Good article. I agree valuation is the most important skill. Unfortunately you made some mistakes. Probably everyone made the same exact ones at the beginning so don’t worry. Starting from the most obvious one: discount rate
As a private investor and a generalist, I am convinced that recurring sources of alpha are in: 1) Time arbitrage. Be able to buy companies where you dont know when the inflection is going to happen but you know that is going to happen (predictability + uncertainty).
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