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Mid-2024 Shareholder Letter
Performance and meditations on portfolio management
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Meditations on Investing
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Keynes
Thoughts on The General Theory of Employment, Interest and Money
Aug 2
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Giuliano
9
Trust in the Operator
An M&A offer led me to think about The Outsiders and Richard Zeckhauser.
Jun 30
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Giuliano
8
3
My 2024 Equity Research
Four equity reports and thoughts moving forward.
Apr 20
•
Giuliano
12
1
One Pagers
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HireQuest One Pager
HireQuest is a staffing company, founded in 1991 by Richard Hermanns and Dan McAnnar.
Nov 27, 2024
•
Giuliano
2
Winmark One Pager
Winmark owns 5 resale brands and runs a franchising business model at a 48% net profit margin.
Jul 7, 2024
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Giuliano
6
Burford One-Pager
Burford was founded in 2009 by Jonathan Molot and Christopher Bogart, both of whom lead the company and own a combined 10% share.
Apr 20, 2024
•
Giuliano
13
2
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