From 0 to 1 in the Stock Market
GiulianoMeditations about investing and equity research.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 160 | Subscribers | Read | 0to1stockmarket.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Burford Capital: Portfolio Breakdown
Burford is not a ‘usual’ business, in the operating sense, and litigation claims are a novel asset class. Both elements might cause misjudgment when superficially analyzing the company’s reports. In this article, I’ll go over: Everything re...
Antonio Linares: A Unique Investment Philosophy
The test of time is the most arduous of them all. Accumulated judgments lead to finding untruth in elements, and hence their lack of value. In consequence of this consideration, my sense has always guided me towards classics. Every field ha...
Mercado Libre Q4 Earnings Review
Mercado Libre reported results on February 22nd after the market closed. Growth has been accelerating and margins expanding. However, there was a big element that caused margins to compress on a QoQ basis. In this earnings review, I’ll prov...
Compilation of Reads, Volume 2
In the first compilation of reads, I shared three articles which I think represent different verticals for analytical thought. Namely, a conceptual hard-to-read piece, a shareholder letter and a profoundly abstract essay. These compose the ...
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