Newsletter
Is the Euro here to stay?
Forming the hypothesis for a disintegration of the Eurozone.
Latest
Newsletter
On Currency (Debasement) Risk.
Short essay on how currency debasement destroys wealth over time and what to do about it.
Updates on Wayfair, Farfetch & Vermilion Energy
Developments and updates on W, FTCH & VET
Remove more things.
Short essay on focus, simplicity and leverage.
ASOS plc
A turnaround special-situation play on a global online retailer (LSE:ASC.L)
Newsletter
Starting from 0.
Atomic essay on starting from nothing, frugality and compounding.
Newsletter
What the hell is happening? November 2022
Red wave incoming. Trump 2024? Elon finally buys Twitter, panic ensues. BIG TECH problems are passive investing problems! Tech layoffs across the board. U.S. debt is staggering.
The Greek Inflection Point
I completed this research during October/ November 2016.
Newsletter
Andrea Baggio of MILANIMAL
Starting MILANIMAL from nothing and working for a grande-sized future. Professor Baggio speaks about his community-first micro gym business and doing business in Italy today. Interesting Interview #3.
Newsletter
Antero Resources (AR)
LNG export play. Generating cash, paying down debt, rewarding shareholders. 20% FCF Yield.
Newsletter
What the hell is happening? September 2022
Fed Policy Error #2 and the Fed Put. Japanese CPI and the Yen. European Failures. Real assets are hedges for currency debasement. QE is IRREVERSIBLE.
Podcast
ShipTwit Spaces #2
Hosted by @philoinvestor and @ed_fin.