Newsletter
What's going on with Farfetch?
Hello, is anybody home? $FTCH
Latest
True Zen Never Stops.
Self-actualisation and walking your path.
Newsletter
This is a Netflix World etc.
Four media-related posts curated here for easy access.
Part #3 of Netflix world: ESPN and restructuring Disney
What would a sliced up Disney look like? What's the opportunity?
stocks
Bad Companies & Value Traps
Rule #1: Don't lose money.
Newsletter
Philo asks you to jump on Substack Chat.
A private space for us to converse and connect
Newsletter
War in the Middle East.
Palestinian gunmen enter Israel and endless rockets fly.
Becoming a Master-Investor
"Philo, show me the way."
Newsletter
The bond market is cracking.
But you were forewarned.
Newsletter
Part #2 of Netflix world: Chopping up Mickey Mouse 🪤
All the trends and dynamics that will ultimately chop Mickey Mouse up.
Newsletter
This is a Netflix world, and we are all living in it. Part #1
Trends, themes and dynamics in the media space. Disney's woes, Netflix gains? Survival or reckoning for legacy media? Will the DTC pivot ever work? Big Tech lurking..
Newsletter
What's happening with Uranium?
And what would George Soros do?