Philoinvestor

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Saudi is openingĀ up
Vision 2023 meets Cost of Capital
21 hrs ago
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Jan 3
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
Dec 31, 2025
3 Worries for 2026 (and historical analogies)
The Bill is Coming Due
Dec 20, 2025
Wake Up Call (packed with memes)
The ROI is no longer "in the valuations..."
Dec 11, 2025
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18
Dec 7, 2025
What the TPU is going on?
How Custom Silicon is turning things sideways, and then sideways again.
Dec 3, 2025
Stock 8/25
Another high-quality dividend-paying business franchise for the NED.
Nov 27, 2025
Philoinvestor
Philoinvestor
generalist investor. they call me Philo.
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