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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…
Mar 24
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Giuliano
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Compilation of Reads, Volume 2
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Burford Capital: Historical Returns Analysis
Burford’s business model is one of capital deployment. The company reinvests proceeds from previous investments and raises private funds to act as asset…
Mar 20
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Giuliano
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Burford Capital: Historical Returns Analysis
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Nature and Wisdom
I finished Darwin’s Origin of the Species this week. My plan is to try find intersections between Natural Selection and investing. I suspect there are…
Mar 17
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Giuliano
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Nature and Wisdom
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Quarterly Portfolio Update: Q4 2023
This is the first quarterly portfolio update I do here. Further transparency should prove useful. I have been managing the portfolio in question for the…
Mar 10
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Giuliano
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Quarterly Portfolio Update: Q4 2023
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Burford Capital: Competitive Landscape
Burford’s sprint upmarket has created holes all over the industry for competitors to fill. Large corporations demand scale from legal finance companies…
Mar 6
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Giuliano
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Burford Capital: Competitive Landscape
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Clayton Christensen
I published a new podcast episode. Eric Flaningam, writer of Generative Value, joined me to discuss everything about The Innovator’s Dilemma. This topic…
Mar 3
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Giuliano
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Clayton Christensen
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February 2024
On Simplicity
I’m coming to the hypothesis that, if simplicity is not embedded in the core of a strategy meant for the long-term, it will fail. The world is a complex…
Feb 25
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Giuliano
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On Simplicity
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Burford Capital: Strategy for Success
Burford operates in the legal finance industry. It offers exposure to a sector that’s incredibly profitable and one which does not offer many options in…
Feb 21
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Giuliano
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Burford Capital: Strategy for Success
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Investing in the Unknown and Unknowable
Update on the Reads Compilations I have decided that the compilation of reads will be for everyone. It feels like the right thing to do. They will be…
Feb 18
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Giuliano
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Investing in the Unknown and Unknowable
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Zoetis One-Pager
Zoetis is the global leader in the animal health industry. It discovers, develops, manufactures and commercializes medicines, vaccines, diagnostic…
Feb 12
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Giuliano
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Zoetis One-Pager
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On the Nature of Decision Making
Update on the Reads Delivery Service The response to the idea of compiling the best pieces I’ve read was overwhelmingly positive. Nonetheless, it…
Feb 11
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Giuliano
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On the Nature of Decision Making
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Burford Capital: Business Overview
This is the first of a series of articles in which I will cover the completeness of Burford’s business. I thought it would be better to begin with the…
Feb 7
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Giuliano
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Burford Capital: Business Overview
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