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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
Issues154Founded4 years agoLast Issue18 days ago
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0to1stockmarket.com
Artwork for From 0 to 1 in the Stock Market

Latest Issues

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.

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

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  • ~2.5x EV/FCF.

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

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Is Balance Sheet Investing Dead?

"That's one thing we've never talked about here, but I spend more time looking at balance sheets than I do income statements... There are things that are harder to hide or play games with on the balance sheet."
("Wall Street tends to...

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Real vs Theoretical Wealth

There’s a question in economics I’ve been obsessed with for 2 years and couldn’t answer.

We all just hear people say how GDP growth will continue, how the rate of growth might even go vertical, and all these things.

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

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