Sitemap - 2023 - Philoinvestor

Announcing Breakout by Philo.

What's going on with Farfetch?

True Zen Never Stops.

This is a Netflix World etc.

Part #3 of Netflix world: ESPN and restructuring Disney

Bad Companies & Value Traps

Philo asks you to jump on Substack Chat.

Equity Research

War in the Middle East.

Becoming a Master-Investor

The bond market is cracking.

Part #2 of Netflix world: Chopping up Mickey Mouse 🪤

This is a Netflix world, and we are all living in it. Part #1

What's happening with Uranium?

Losing control of Africa.

What the hell is happening? July 2023

Invite your friends to read Philoinvestor

Dealing with randomness.

Beijing's 31-point action plan

WTHIH? EU politics and the future of NATO.

Megapost Part #3

Shadows & Traps

A conversation with Philo

Megapost Part #2

Updates & Review - Megapost Part #1

George Soros - the basics.

Notes on Trading using Tom Dante's teachings.

Is the Twitter moat eroding?

The Macron Moment

Why are stocks not dropping?

Apple's Microsoft moment.

WHEN ARKK UNWIND?

Downside at Moderna.

Why I don't like Transocean.

WTHIH? The Suisse Version

WTHIH? The Bank Run Version of 2023

Valaris. Unlocking more value.

Peak American Empire

Is the Euro here to stay?

On Currency (Debasement) Risk.

Updates on Wayfair, Farfetch & Vermilion Energy

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