Newsletter
Beijing's 31-point action plan
Translated in English.
Latest
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
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.
Newsletter
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.
Newsletter
Notes on Trading using Tom Dante's teachings.
Short and valuable notes on Tom Dante's work.
Is the Twitter moat eroding?
CONTENT WARS and the Twitter Vs Substack battle.
Newsletter
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...