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Education & Mindset
Short Essays
Breakout by Philo
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StockĀ 9/25
Getting long the rise of the no-brand brand
Jan 27
8
Latest
Top
Discussions
Keep my Inbox Clean
Some Substack Spring Cleaning
Jan 25
2
TikTok President
The final boss of short-form content and the future of Europa
Jan 18
7
2
1
Special Situationship
When the stars align with distribution and scale.
Jan 15
11
Saudi is opening up
Vision 2023 meets Cost of Capital
Jan 8
8
1
1
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Jan 3
18
1
7
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
Dec 31, 2025
12
4
3 Worries for 2026 (and historical analogies)
The Bill is Coming Due
Dec 20, 2025
10
4
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Philoinvestor
generalist investor. they call me Philo.
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