Binge on Philo
All my free
and released-from-paywall
content here.
All my links here.
You are about to go down the Philoinvestor rabbit hole…
Let’s start with my biggest hit mindset pieces.
Rufus: Portrait of an anti-investor.
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The dimension of time in financial markets
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Moving on to some controversial (or just interesting) equity research pieces.
NETFLIX: Content is King but distribution is God.
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Duolingo, platformizing learning.
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Downside at Apple. (I wouldn't touch this here)
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And topping it off with my long-form thematic pieces.
Is the Euro here to stay?
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A curation of my Twitter Threads here.
And if you prefer to hear my speak, here are some podcasts.
All my free content in one place!
Lastly, the Philo’s Thoughts podcast concept. Click here: Philo's Thoughts
For even more content check out my linktree page here.