The Review by Philo
ShitAI
It's the end of the world so let's make some money!
Philoinvestor
generalist investor. they call me Philo.
Technology
Can Netflix take on YouTube?
Opening up new markets with the Wedge Strategy.
AI
Does Trump have an UNO Reverse card up his sleeve?
The day can still be saved...
Philochat
💬New Philochat
JUST ONE MORE DEFICIT!
The Review by Philo
The Review by Philo
Coal, AI and Regime Changes.
AI
The Data Center Strikes Back
"No. I am your father."
Philochat
💬Philochat: Natural Stupidity?
Natural Selection: Leopold, Jane Street, Memory.
Content is King. Distribution is Given.
Universal Music Group.
Japan
Flash Philo on Yentervention
You always need an angle
Philochat
💬Philochat: MEME BOTTOM
Hi, I’m Philo, founder of Philoinvestor. I’m a generalist, opportunistic, and idiosyncratic investor who believes the best opportunities come from independent thinking, not consensus or vibes. For More: X | Telegram | CoTrader 3000 | Philo's Academy Paid subscribers receive exclusive investment research, full access to the Philoinvestor archive,
Philochat
💬New Philochat
"We are late bro"
Netflix: Leveraging Distribution
And Charlie Munger's Secret Rule