Fundamental Principles of the Stock Market, From 0 to 1 in the Stock Market

From 0 to 1 in the Stock Market

Fundamental Principles of the Stock Market

Fundamental principles of the stock market, earnings reviews and research. My name is Giuliano Mana, I’m 23 years old. I have a B.A Degree in Finance and I’m a Master’s candidate at Brandeis IBS. I’ve been thoroughly going over huge amounts of reading material regarding the stock market and hope to transmit some insights here.

Equity Bottom-Up

Burford Capital Ltd. offers financing for corporate litigation, arbitration and other disputes.

<ul><li>Burford’s business model is one of capital deployment.</li><li>The company reinvests proceeds from previous investments and raises private funds to act as asset manager.</li><li>Although it has temporarily escaped competition, finding refuge in the high end of the market, it is unclear how sustainable their returns are.</li></ul>

Burford’s business model is one of capital deployment.The company reinvests proceeds from previous investments and raises private funds to act as asset manager.Although it has temporarily escaped competition, finding refuge in the high end of the market, it is unclear how sustainable their returns are.

Burford Capital: Historical Returns Analysis

Zoetis Inc discovers, develops, manufactures and commercializes animal health medicines and vaccines, with a focus on both livestock and companion animals.  The Companies products are sold in North America, Europe, Africa, Asia, Australia and Latin America.

<ul><li>Zoetis is the global leader in the animal health industry. It discovers, develops, manufactures and commercializes medicines, vaccines, diagnostic products and services.</li><li>Zoetis counts with over 300 product lines, with 15 of them generating over 100M in annual sales.</li><li>The latter are called blockbusters, and the company holds</li></ul>

Zoetis is the global leader in the animal health industry. It discovers, develops, manufactures and commercializes medicines, vaccines, diagnostic products and services.Zoetis counts with over 300 product lines, with 15 of them generating over 100M in annual sales.The latter are called blockbusters, and the company holds

Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.

<div data-attrs='{"url":"https://www.0to1stockmarket.com/subscribe?","text":"Subscribe","language":"en"}' data-component-name="SubscribeWidgetToDOM"><div><form class="subscription-widget-subscribe"><div><ul><li><span style="font-size: var(--content-font-size);">Microsoft reported results on January 30</span><sup>th</sup><span style="font-size: var(--content-font-size);">. The company generated revenue in excess of 62bn dollars during the fourth quarter of 2023, increasing 17% on a yearly basis and exhibiting a 4yr CAGR of 13.8%. </span></li><li><span style="font-size: var(--content-font-size);">It’s worth highlighting that Activision contributed to 4pp of revenue growth. </span></li><li><span style="font-size: var(--content-font-size);">During July, a court filing was leaked, which illustrated </span>management’s self-stated ambition<span style="font-size: var(--content-font-size);"> for the next decade.</span></li></ul></div></form></div></div>

Microsoft reported results on January 30th. The company generated revenue in excess of 62bn dollars during the fourth quarter of 2023, increasing 17% on a yearly basis and exhibiting a 4yr CAGR of 13.8%. It’s worth highlighting that Activision contributed to 4pp of revenue growth. During July, a court filing was leaked, which illustrated management’s self-stated ambition for the next decade.

<ul><li>Honestly, I’m stunned I’m writing this. I did my research on Zoetis during June, July and August, and my conclusion seemed, funnily, conclusive.</li><li>My suspicion was that Zoetis was as close to being a truly durable company as possible.</li><li>Even though the object of this article does not claim otherwise, it does indeed reveal something I completely overlooked. My conclusion was ultimately drawn from the following:</li></ul>

Honestly, I’m stunned I’m writing this. I did my research on Zoetis during June, July and August, and my conclusion seemed, funnily, conclusive.My suspicion was that Zoetis was as close to being a truly durable company as possible.Even though the object of this article does not claim otherwise, it does indeed reveal something I completely overlooked. My conclusion was ultimately drawn from the following:

Under The Lens of Disruption: Zoetis - VetKiosk

SPDR S&P 500 ETF Trust is an exchange-traded fund incorporated in the USA. The ETF tracks the S&P 500 Index. The Trust consists of a portfolio representing all 500 stocks in the S&P 500 Index. It holds predominantly large-cap U.S. stocks. This ETF is structured as a Unit Investment Trust and pays dividends on a quarterly basis. The holdings are weighted by market capitalization.

<ul>
<li>The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.</li>
<li>Refining thoughts and the mental mechanism I utilize to approach portfolio management should lead to success, or at least that is my hypothesis.</li>
<li>Continuous learning allows for building more solid premises. Given time, compound interest sharpens them to the point where chances of error are minimum.</li>
</ul>


The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.
Refining thoughts and the mental mechanism I utilize to approach portfolio management should lead to success, or at least that is my hypothesis.
Continuous learning allows for building more solid premises. Given time, compound interest sharpens them to the point where chances of error are minimum.


From 0 to 1 in the Stock Market
Fundamental Principles of the Stock Market

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...

From 0 to 1 in the Stock Market

Microsoft Q2 Earnings Review

The company generated revenue in excess of 62bn dollars during the fourth quarter of 2023, increasing 17% on a yearly basis and exhibiting a 4yr...

From 0 to 1 in the Stock Market

Under The Lens of Disruption: Zoetis - VetKiosk

Honestly, I’m stunned I’m writing this. I did my research on Zoetis during June, July and August, and my conclusion seemed, funnily, conclusive.

From 0 to 1 in the Stock Market

2023 Shareholder Letter

The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.

From 0 to 1 in the Stock Market

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...

From 0 to 1 in the Stock Market

Zoetis One-Pager

Zoetis is the global leader in the animal health industry. It discovers, develops, manufactures and commercializes medicines, vaccines, diagnostic...

From 0 to 1 in the Stock Market

Microsoft Q2 Earnings Review

The company generated revenue in excess of 62bn dollars during the fourth quarter of 2023, increasing 17% on a yearly basis and exhibiting a 4yr...

From 0 to 1 in the Stock Market

Under The Lens of Disruption: Zoetis - VetKiosk

Honestly, I’m stunned I’m writing this. I did my research on Zoetis during June, July and August, and my conclusion seemed, funnily, conclusive.

From 0 to 1 in the Stock Market

2023 Shareholder Letter

The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.

From 0 to 1 in the Stock Market