AI
What Stage?
Where we are in the cycle - and what makes it special.
Philoinvestor
generalist investor. they call me Philo.
Technology
The effect of the EU's Digital Rules on Big Tech+
6 Gatekeepers + more coming? AAPL, META, AMZN, GOOG, MSFT
AI
NVIDIA and its future. Sure thing?
Let's have a think!
Newsletter
2+1 stocks that I like at the moment
Market Confusions and Share Buybacks!
Downside by Philo
Downside at Google
Monopolies, Antitrust and Chatbot Risks...
thoughts
Not interested in the "Magnificent Seven"
EVs, iPhones, Paid Search, Ads, Hyperscalers and AI.
Newsletter
Philo's Podcast
Launching the Notes to Self Concept and free content inside!
thoughts
The Fed: Threading the Needle
A "Managed Narrative" Monetary Regime
Newsletter
Equity themes to consider.
Fragile to change, Resilient Growers etc.
politics
The Battle for Europa
The road to global hegemony goes through Europe.
Newsletter
Binge on Philo
Getting yourself around Philoinvestor.
Podcast
How I shorted Tesla and what I did wrong
$TSLA short trade, April 2024