Technology
Is the Nasdaq in a Reflexive Bubble?
The dogma of passive investing and the A.I. rush. Think Blockchain 50X.
Newsletter
Downside by Philo
Downside at NVIDIA (and the Nasdaq at large)
No, A.I. isn't a fad, but so what?
Newsletter
Avon Protection, turning the corner.
Subscribe now In November of 2021, back in the very early days of Philoinvestor, I wrote about a little-known London-listed military and defence sector company — which was faced with a problem, or a few. Avon Protection (AVON.L) had an FAT failure. An FAT, or first-article testing,
Newsletter
PODCAST: Philo interviewed by Brandon from Value Hive
My first podcast interview ever, inside!
investing
Shouldn't I just invest in the S&P?
A conversation on Passive Vs Active investing.
Breakout by Philo
Lowering inflation lifts all assets.
Breakout by Philo, Issue #1
investing
STAY VIGILANT.
Dealing with attacks from multiple fronts.
Breakout by Philo
Announcing Breakout by Philo.
Trades and markets from a technical perspective.
Newsletter
What's going on with Farfetch?
Hello, is anybody home? $FTCH
Newsletter
True Zen Never Stops.
Self-actualisation and walking your path.
Newsletter
This is a Netflix World etc.
Four media-related posts curated here for easy access.
Newsletter
Part #3 of Netflix world: ESPN and restructuring Disney
What would a sliced up Disney look like? What's the opportunity?