Podcast
Klendathu & Philo on Netflix, streamers, distribution etc.
From September 14th, 2023. NFLX, PARA, DIS, WBD, CHTR, CMCSA etc.
Philoinvestor
generalist investor. they call me Philo.
Breakout by Philo
Trump + AI = Trump Trap?
Issue #9. Post-Trump election moves and more AI Hype.
The Sunday Review
Late-week reversal. Capturing the Zeitgeist.
Podcast
Palantir & Excessive Market Phenomena
A sequel to "Broken Markets" etc.
Top-Down Trump & Pushbacks
Markets are adopting a one-sided thesis. But there are risks.
Newsletter
The Spell of Donald
A gedanken on market efficiency and themes in play. Deregulation and Tariffs. Fading the narrative.
Podcast
Discussion with Philo & Stock Info
Discussion with Philo & Stock Info0:00/2001× Check out Stock Info’s X account and his linktree. The Stock Info Letter here. In our discussion we touched on the following: * On the evolving path of a trader * Using options and options strategies to grow an account * Long BABA
State of Offshore ⚓️
A long/short story. To the brink and back. M&A potential.
Big Tech nearing a breakdown?
AI theme & Big Cloud. What's the risk/reward on this?
crypto
Jumpstarting Network Effects
Bitcoin, Network Effects and Massive Value Creation
Newsletter
Capri has been cancelled
Tapestry > Capri deal blocked by Judge Rochon. But what about Offshore Drillers?
Downside at AI
Is it all pie in the Cloud? ☁️ 🥧 Part #1