Newsletter
Losing control of Africa.
Colonisers, open wounds and the rise of the alternative. Coup in Niger or the beginning of a new normal in Africa? China, Russia and Turkey.
Latest
What the hell is happening? July 2023
From a recession narrative to a recovery narrative. Real Assets Vs Fixed Assets. What to do? Price is what you pay, value is what you get. China+
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Dealing with randomness.
Short essay on luck, randomness and success.
Beijing's 31-point action plan
Translated in English.
Newsletter
WTHIH? EU politics and the future of NATO.
What the hell is happening? July 2023
stocks
Megapost Part #3
Philo updates on ASOS.
Shadows & Traps
Plato's Allegory of the Cave and how it relates to investing and markets
interview
A conversation with Philo
The man behind Philoinvestor answers our questions.
Newsletter
Megapost Part #2
Philo updates on Farfetch and Wayfair. Next up, ASOS etc.
Updates & Review - Megapost Part #1
Philo updates on Valaris, Coursera, Jumbo and Avon Protection.
Newsletter
George Soros - the basics.
Notes from The Alchemy of Finance etc.