interview
PODCAST: Philo interviewed by Security Analysis
And more content inside. Nasdaq down 1.3% intraday.
Philoinvestor
generalist investor. they call me Philo.
investing
Greater Fool Private Equity
The morphing landscape and its effect on PE sponsors.
AI
Covid Vaccines & the AI Complex
How did vaccine makers perform? How will AI perform?
Breakout by Philo
AI and Crypto. Going parabolic, but for how long?
Breakout by Philo, Issue #2
politics
Is the US military-industrial complex a ponzi?
Military expenditure, John Keynes and NATO. World Domination 101.
Downside by Philo
A note on Glencore
Coal mergers, a drop in margins, cyclicality and China... what's the deal with Glencore right now?
Downside by Philo
Downside at Apple. (I wouldn't touch this here)
“I think the iPhone is the best consumer product ever. That's what I feel about it. And it's become so integrated and integral to our lives, you wouldn't think about leaving home without it.” — Tim Cook Subscribe now Philoinvestors know that Apple is one
energy
Vermilion Energy (vs A.I.)
Oil & Gas -Vs- Semiconductors & A.I.
Technology
AI, AI, AI.
Nvidia's 13F filing and their new positions in ARM, Soundhound and NANO-X etc
Technology
Is the Nasdaq in a Reflexive Bubble?
The dogma of passive investing and the A.I. rush. Think Blockchain 50X.
Downside by Philo
Downside at NVIDIA (and the Nasdaq at large)
No, A.I. isn't a fad, but so what?
Newsletter
Avon Protection, turning the corner.
Subscribe now In November of 2021, back in the very early days of Philoinvestor, I wrote about a little-known London-listed military and defence sector company — which was faced with a problem, or a few. Avon Protection (AVON.L) had an FAT failure. An FAT, or first-article testing,