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Giuliano Mana
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Connecting the dots, speaking with brilliant people. Trying to compound knowledge and find the way to wealth.

Episodes

  1. 12/31/2025

    Make Something Wonderful - Oil and Marble - Whom the Gods Love

    We spoke about these 3 books but it led to a wide-ranging conversation. From speaking about a 20yr unknown genius to discussing Munger's ideas, Steve Job's and Da Vinci's ideas, to Darwin's work. Link to Peniel's X

  2. 08/20/2025

    Sidecar Investor - Partnering With Extraordinary Operators

    Today I'm joined by Sidecar Investor. We talked about his unique approach to investing and the impact an extraordinary operator can have on a business. I hope you enjoy it and I’d encourage you to rate the podcast if you do Sidecar's Twitter

  3. 01/26/2025

    Worldly Wisdom

    I speak about this idea Charlie Munger had. After reading about some disciplines, I talk about biology, economics, and physics. Some of the people mentioned: Munger, Darwin, Hayek, Smith, Newton, Feynman, Gell-Mann, Maxwell & Faraday,

  4. 04/26/2024

    Dave Ahern - Valuation, Simplicity, and Curiosity

    Today I’m joined by Dave Ahern, Co-host of The Investing for Beginners Podcast. We discussed business valuation, the importance of taking a simple approach and why investing is the perfect area for a curious mind. I hope you enjoy it and I’d encourage you to rate the podcast if you do. Dave's Twitter The Investing for Beginners Podcast

  5. 04/06/2024

    Antonio Linares - Investing, Philosophy, and Deep Thinking

    Antonio Linares is an investor and writer of Investment Ideas. In this conversation, we delved into his investment philosophy, his thinking process and explored interesting tangents. Link to Antonio's Twitter

  6. 02/26/2024

    Eric Flaningam - The Innovator's Dilemma and Disruptive Innovation

    In this episode, we break down The Innovator's Dilemma and all of its intricacies. Topics discussed: What is The Innovator's Dilemma. What is disruptive innovation. What causes good companies to fail. How was IBM's business disrupted by cloud computing. Why is Airbnb a disruptive technology but Uber is a sustaining one. Link to Eric's Twitter Link to Eric's blog/newsletter

  7. 10/15/2023

    Digesting Reads, 3

    Tesla and how industries evolve Meta facing the innovator's dilemma Google bets as a hedge to disruption First impression from François Rochon's letters Business models Vertical vs horizontal integration Similarities between Zero to One and The Innovator's Dilemma

  8. 10/07/2023

    Digesting Reads, 2

    What causes out-performance? The Innovator's Dilemma Apple's stance as of theory Tesla 'should' have failed Thoughts on the accounting system Why earnings are fundamentally flawed

  9. 10/01/2023

    Digesting Reads, 1

    The case for long term investing Clayton's theories to practice Business models Thoughts on growth investing

  • 9 Episodes

About

Connecting the dots, speaking with brilliant people. Trying to compound knowledge and find the way to wealth.

Information

  • Creator
    Giuliano Mana
  • Years Active
    2023 - 2025
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © Giuliano Mana
  • Show Website
    From 0 to 1