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All my free content 🦉🫡

Curation of all free and released from paywall content

Philoinvestor

Philoinvestor

— 2 min read
All my free content 🦉🫡

All my links and social media here.

Binge on Philo here.

The Education & Mindset and Short Essays are alway free.

Everything else is always paid and may be released from paywall at a later date and when the stock has moved already. The posts below from 3 to 8 have been released from paywall.

Let’s jump straight to it…

1. Education & Mindset

25 investment mindset pieces that just cannot be missed.

  1. Deconstructing efficient markets and constructing optimal portfolios
  2. Why gentlemen prefer real estate
  3. Philoinvestor: An Autointerview
  4. What’s your risk?
  5. The dimension of time in financial markets
  6. Why are stocks not dropping?
  7. Investing with a conservative mindset
  8. Investing = Endless Poker
  9. Money Vs Skill
  10. The Power of Market Agnosticism
  11. The Democracy of Capitalism
  12. You can’t beat me
  13. Austrian economics and the good son, bad son story
  14. Rufus: Portrait of an anti-investor
  15. Rufus: Quest for the safe stock
  16. Rufus: The first-level thinker
  17. Shipping as options trading
  18. Double Standards & Great Expectations
  19. On Value Investing - Part One
  20. So you wanna be an investor?
  21. Why you want stocks to go down
  22. Shadows & Traps
  23. Becoming a Master-Investor
  24. Bad Companies & Value Traps
  25. Πως έμαθα το χρηματιστήριο, και κέρδισα πολλά λεφτά

Archived here.

2. Short Essays

Short essays on anything from protecting yourself from currency debasement, giving up caffeine or walking your highest path and achieving your goals!

  1. Starting from 0
  2. Remove more things
  3. On Currency (Debasement) Risk
  4. Dealing with randomness
  5. A conversation with Philo
  6. I’m quitting coffee
  7. True Zen never stops
  8. Stay Vigilant
  9. Create the Alter Ego
  10. George Soros - The Basics

Archived here.

3. Downside by Philo

Essays on stocks with serious downside. Not only going to zero, but even stocks that are overpriced and misunderstood.

  1. Downside at Microsoft
  2. Downside at Apple
  3. Downside at Nvidia
  4. Downside at Moderna
  5. Why I don’t like Transocean

Archived here.

4. Breakout by Philo

This section was launched January of ‘24 and here I seek to analyse markets, trades and setup primarily from a technical perspective — adding a short fundamental picture on top.

Archived here.

5. Thematic Essays & Case Studies

Here I write about themes and angles that I see unfolding. Usually from a top-down, historical context macro angle.

  1. Peak American Empire
  2. Is the Euro here to stay?
  3. The Greek Inflection Point
  4. The Spell of Abe 🇯🇵
  5. Realpolitik > Justpolitik 🇩🇪
  6. Global effects from the Russo-Ukrainian War
  7. Losing control of Africa
  8. Dollar Maximalism
  9. Weaponisation of AI
  10. Greater Fool Private Equity
  11. The effect of EU’s Digital Rules on Big Tech
  12. Dump your Crypto October 2021
  13. What Stage? May 2024

6. Equity Pieces

  1. Valaris
  2. Farfetch
  3. Jumbo
  4. Tenneco
  5. Coursera
  6. Duolingo
  7. ASOS
  8. Avon Protection
  9. Netflix
  10. This is a Netflix World (on Warner Bros, Paramount, Disney etc.)
  11. RCI Hospitality

7. The Podcast

Here I post short audios sharing my thoughts about a particular finance-related matter. Anything from trading NVDA or TSLA, thoughts on the Yen or the broader market in general.

Archived here.

8. What the Hell is Happening?

Market analysis pieces.

Coming up on Philoinvestor — INVESTING COURSE

In the next few weeks I will be launching an online investing course.

I consider it to be “probably the most comprehensive investing course in the world”… Really! 🦉🫡

The official launch will be announced to all Philoinvestors so subscribe if you haven’t already.

Subscribe now

The final monthly price for the course and community has yet to be decided, but paid subscribers will receive a discount of $360 annually.

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