ShipTwit Spaces #2
Hosted by @philoinvestor and @ed_fin.
ShipTwit Spaces #2
0:00
/200
This is the second ShipTwit spaces hosted by Philo and Ed.
The focus of the conversation was on the container shipping cycle and $ZIM.
Read more
💬Philochat: MEME BOTTOM
Hi, I’m Philo, founder of Philoinvestor. I’m a generalist, opportunistic, and idiosyncratic investor who believes the best opportunities come from independent thinking, not consensus or vibes. For More: X | Telegram | CoTrader 3000 | Philo's Academy Paid subscribers receive exclusive investment research, full access to the Philoinvestor archive,
💬New Philochat
"We are late bro"
Netflix: Leveraging Distribution
And Charlie Munger's Secret Rule
💬New Philochat
Kimi Yemeni SpaceAI