The Monday Review
Aluminium Cans & Dump your Crypto 2.0
“We don’t rise to the standards we have, when others are watching. We fall to the standards we have, when no one’s watching. The only work that really matters, is the work that no one sees. It shows you who you really are, rather than who you say you are.”
Read the previous issue of The Sunday Review here.
Podcasts 🎙️
Europe Stopped Dreaming. 4 minutes.
What is content? 1 minute.
Select Tweets 🅧
Tidewater is down 58% from its last peak, but it’s still not time for me to pounce.
The EU’s plan to strengthen Europe’s defences here.
Basically calling the TOP in Crypto here.
Why the rally in Crypto thus far?
How I 10X’d my life here.
How is your coffee addiction going? Do something.
Recent Pieces 🦉
Ball Corporation, No-End Dividend Issue #2. Ball has compounded its EPS by 8% for 44 years (!), returning ~51,900% to its shareholders including dividends.
Bessent Pipe Dream, A discussion on the new Treasury Secretary’s “Triple 3” plan to save the US.
Coming Soon on Philo 🔻
Cryptonite
After Dump your Crypto called the peak of Crypto in late 2021, it’s time for a sequel. This piece will not focus on NFTs and De-Fi which were the drivers for the previous bull run, but will instead focus on what I think are the drivers for this one.
I see some very interesting angles and “fundamentals” underpinning this — and I am going to tackle them in this piece.
Consider this a small teaser for what is to come in the piece.
This piece will be exclusively for paid subscribers, so here’s a little 10% discount on the annual subscription.
Zero to Hero Investing 🦉✍️
Investing for Beginners and Professionals Re-discovering their Edge.
We are >50 prospective students for the course — launching January 2025. Join the waitlist here.
When you join, make sure you email me at thinker@philoinvestor.com to say hi because if I email you, it may go to your spam folder!
Sincerely,
Philo 🦉