A conversation with Philo
The man behind Philoinvestor answers our questions.
Latest
Newsletter
Megapost Part #2
Philo updates on Farfetch and Wayfair. Next up, ASOS etc.
Newsletter
Updates & Review - Megapost Part #1
Philo updates on Valaris, Coursera, Jumbo and Avon Protection.
George Soros - the basics.
Notes from The Alchemy of Finance etc.
Newsletter
Notes on Trading using Tom Dante's teachings.
Short and valuable notes on Tom Dante's work.
Newsletter
Is the Twitter moat eroding?
CONTENT WARS and the Twitter Vs Substack battle.
The Macron Moment
French President comes out to say what a big chunk of Europe wants to say and what 99% of them are afraid to.
Why are stocks not dropping?
or why earnings yields and bond yields aren't the same thing...
Newsletter
Apple's Microsoft moment.
Sherman Act Case against Apple increasingly possible. EU already pushing.
Newsletter
WHEN ARKK UNWIND?
How long can ARK sustain this terrible performance? $ARKK
Downside by Philo
Downside at Moderna.
Why I think this "vaccine company" is flashing red. $MRNA
Downside by Philo
Why I don't like Transocean.
A pre-bankruptcy offshore driller.