Podcast
What is Content?0:00/2001× Philoinvestor has >10,000 followers across Substack and X — others have 500,000 in much less time. But not all creators are made the same… I recorded this short clip this summer when I started thinking about the differences between content creators. Note
Podcast
"No man is an island"
What would Frédéric Bastiat do?
A Sorosian take on the MSTR/BTC short circuit.
From September 14th, 2023. NFLX, PARA, DIS, WBD, CHTR, CMCSA etc.
Breakout by Philo
Issue #9. Post-Trump election moves and more AI Hype.
investing
Late-week reversal. Capturing the Zeitgeist.
Podcast
A sequel to "Broken Markets" etc.
Markets are adopting a one-sided thesis. But there are risks.
Newsletter
A gedanken on market efficiency and themes in play. Deregulation and Tariffs. Fading the narrative.
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
A long/short story. To the brink and back. M&A potential.