Downside by Philo
Why I don't like Transocean.
A pre-bankruptcy offshore driller.
Philoinvestor
generalist investor. they call me Philo.
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WTHIH? The Suisse Version
But seriously, what the hell is happening?🇨ðŸ‡ðŸ”¥
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WTHIH? The Bank Run Version of 2023
Silvergate, Silicon Valley and Signature go under. It' the Si-bank run.
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Valaris. Unlocking more value.
Debt-free leading offshore driller has more levers to pull.
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Peak American Empire
The weaponisation of currency
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Is the Euro here to stay?
Forming the hypothesis for a disintegration of the Eurozone.
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On Currency (Debasement) Risk.
Short essay on how currency debasement destroys wealth over time and what to do about it.
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Updates on Wayfair, Farfetch & Vermilion Energy
Developments and updates on W, FTCH & VET
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Remove more things.
Short essay on focus, simplicity and leverage.
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ASOS plc
A turnaround special-situation play on a global online retailer (LSE:ASC.L)
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Starting from 0.
Atomic essay on starting from nothing, frugality and compounding.
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What the hell is happening? November 2022
Red wave incoming. Trump 2024? Elon finally buys Twitter, panic ensues. BIG TECH problems are passive investing problems! Tech layoffs across the board. U.S. debt is staggering.