stocks
How to Survive
A guide to navigating the Trump 2.0 Paradigm Shift. Synthesising Lynch with Munger & Turning things on their head.
POLICY ERROR?
“Detox” is starting to sound a lot like “Transitory Inflation”...
No-End Dividend
Greggs
Pulling all the right levers.
Jumbo
Unique retailer. Crazy margins. Strong dividend.
The Sunday Review
Late-week reversal. Capturing the Zeitgeist.
No-End Dividend
Fever-Tree
High-Quality Dividend Payer. Growth Ahead. Premium Mixers Leader.
stocks
Πως έμαθα το χρηματιστήριο, και κέρδισα πολλά λεφτά
The letter below was written by a friend of mine, after I asked him to sit and write down his emotions and memories on his investing journey. This happened shortly after he capitalised on a massive investment success, just this summer. The letter is written in Greek. Please do me
AI
What Stage?
Where we are in the cycle - and what makes it special.
investing resources
All my free content 🦉🫡
Curation of all free and released from paywall content
Greater Fool Private Equity
The morphing landscape and its effect on PE sponsors.
Covid Vaccines & the AI Complex
How did vaccine makers perform? How will AI perform?
Downside at Apple. (I wouldn't touch this here)
“I think the iPhone is the best consumer product ever. That's what I feel about it. And it's become so integrated and integral to our lives, you wouldn't think about leaving home without it.” — Tim Cook Subscribe now Philoinvestors know that Apple is one