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From 0 to 1 in the Stock Market

Giuliano

Meditations about investing and equity research.

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Substack
PricingOnly free issuesPublishesWeekly
Issues156Founded4 years agoLast Issue13 days ago
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0to1stockmarket.com
Artwork for From 0 to 1 in the Stock Market

Latest Issues

Companies I’m invested in – July 2026

OMS Energy

OMS trades below book value with 80% of their book being cash & other current assets while generating $30M+ in profit. Reported fiscal year results two weeks ago.

OMS was a struggling division on last O&G down cycle at a...

13 days ago
4
9

Warren Buffett gave the recipe but no one listened

Buffett literally said he’d earn 50% returns if he only had $1 million to manage.

This idea clicked for me two years ago. I was attending a conference at Harvard where Seth Klarman spoke. And I remember him saying something like “small cap...

a month ago
7

39 unconventional ideas that will rewire your brain

Each of these should alter the way you see things - upgrade your mental software. From climate change to aging and common patterns among business, biology, and physics.

I collect ideas from books, thoughts, anecdotes, and through observati...

2 months ago
21

Grew 4x in past 4ys - trading at ~2.5x EV/FCF

Highlights:

  • ~$200M mkt cap; $80M EV.

  • ~2.5x EV/FCF.

  • 20%+ operating margins; profitable (at varying degrees) for past 5 years.

  • Singaporean company; O&G industry.

A few years ago, How Meng Hock was leading OMS when Sumi...

2 months ago
11

SuperCom - growing 40% at potentially ~2x 2026 EBITDA

The company reported their 20-F last Tuesday and it’s unclear to me what to think of it. From a mathematical point of view, it seems at an attractive level:

SuperCom withstood two long decades of disastrous managerial administration. Orda...

3 months ago
8

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    Weekly newsletter: 'From 0 to 1 in the Stock Market'

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