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Education & Mindset
Short Essays
Breakout by Philo
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No-End Dividend
About
Saudi is openingĀ up
Vision 2023 meets Cost of Capital
21 hrs ago
6
1
1
Latest
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Discussions
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Jan 3
17
1
6
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
Dec 31, 2025
10
3
3 Worries for 2026 (and historical analogies)
The Bill is Coming Due
Dec 20, 2025
10
4
Wake Up Call (packed with memes)
The ROI is no longer "in the valuations..."
Dec 11, 2025
23
4
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18
Dec 7, 2025
18
5
What the TPU is going on?
How Custom Silicon is turning things sideways, and then sideways again.
Dec 3, 2025
12
2
2
Stock 8/25
Another high-quality dividend-paying business franchise for the NED.
Nov 27, 2025
10
4
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Philoinvestor
generalist investor. they call me Philo.
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