ASOS plc
A turnaround special-situation play on a global online retailer (LSE:ASC.L)
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Newsletter
Starting from 0.
Atomic essay on starting from nothing, frugality and compounding.
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.
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.
Podcast
ShipTwit Spaces #1 - April 7th, 2022
Hosted by @philoinvestor and @ed_fin.
Newsletter
Realpolitik > Justpolitik!
A short note on Germany's energy politics, its historical context and the Euro.
Newsletter
What the hell is happening? August 2022
Recession obsession. Mythical market bounce. Energy security and the EU.
How to buy your first tanker! (and sell it for 10x)
The rational of James Tisch to buy six tankers in the 1980s, a keynote.