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TikTok President
The final boss of short-form content and the future of Europa
Jan 18
Special Situationship
When the stars align with distribution and scale.
Jan 15
Saudi is opening up
Vision 2023 meets Cost of Capital
Jan 8
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
Philoinvestor
Philoinvestor
generalist investor. they call me Philo.
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