politics
What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
Philoinvestor
generalist investor. they call me Philo.
Newsletter
How I made 600% on the stock that cost Ackman $400M.
Why I had to become the opposite of a typical value investor to beat Wall Street at its own game.
trading
Why am I building Co-Trader 3000?
Sharpen your trading blade with CT3000
Breakout by Philo
FOMO MARKET
Issue #15. All the way is up, but not really.
Technology
Duolingo in the post-AI world
Memo on Duolingo, 3.5 years and a multi-bagger later.
Technology
The AI Tech Playbook, Part #2
From Apps to Access Points. AI Stack Watchlist inside.
investing resources
Crypto Vs Equities
What do you choose? Where do you go? Thoughts.
thoughts
Can Part-Time Investors Make Money?
REALITY OR TRAP?
Newsletter
The AI Tech Playbook
From Silicon to Applications: Risks, Shifts, Opportunities.
Breakout by Philo
The Trump Bounce & IPO Trading
Issue #14. CRWV, CRCL and IPO Trading. Gold & Reserve Assets.
No-End Dividend
Stock 6/25
Dominant, Predictable, Cash-Flow Generative.
investment mindset
Life Cycles are Life
Life Cycle > Hype Cycle