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Updates & Review - Megapost Part #1
Philo updates on Valaris, Coursera, Jumbo and Avon Protection.
Jun 3
5
New
Top
Community
George Soros - the basics.
Notes from The Alchemy of Finance etc.
May 27
1
Notes on Trading using Tom Dante's teachings.
Short and valuable notes on Tom Dante's work.
May 26
1
2
Is the Twitter moat eroding?
CONTENT WARS and the Twitter Vs Substack battle.
Apr 27
2
The Macron Moment
French President comes out to say what a big chunk of Europe wants to say and what 99% of them are afraid to.
Apr 22
Philo's 100 under 100
Underfollowed FinTwit accounts inside!
Apr 20
4
4
Why are stocks not dropping?
or why earnings yields and bond yields aren't the same thing...
Apr 12
3
2
Apple's Microsoft moment.
Sherman Act Case against Apple increasingly possible. EU already pushing.
Apr 10
1
Philoinvestor
Philoinvestor
Business Owner Mindset. Long Term Investing.
Recommendations
H
High-Energy TuesdayDS
DIY Investing Newsletter
DIY Investing NewsletterTrey Henninger
Y
YouTopian JourneyYouTopian Journey
Motorhead
MotorheadMotorhead
Actionable Research
Coursera
Valaris
Avon Protection
Farfetch
Dump your crypto
Wayfair
Financial Ramifications from the Russo-Ukrainian Conflict
Duolingo
NETFLIX
RCI Hospitality (RICK)
Vermilion Energy
Investment Philosophy
You can't beat me
Good Son, Bad Son story
Power of market agnosticism
The Democracy of Capitalism
Money Vs Skill
Investing is an endless poker game
Investing with a conservative mindset
On Value Investing - Part 1
Double Standards & Great Expectations
Rufus: Portrait of an anti-investor
Rufus: Quest for the Safe Stock
So you wanna be an investor?
Why you want stocks to go down
Shipping as options trading
What's your risk?
Deconstructing efficient markets and constructing optimal portfolios
The dimension of time and its cycles in financial markets
Why Gentlemen Prefer Real Estate
Rufus: The first-level thinker
Interesting Interviews etc.
Twitter Threads 🐦
Philoinvestor: An autointerview
Georgi Dinkov
Shaun Gold / YouTopian Journey
Philo's 100100+ Underfollowed Investors
Thematic
Peak American Empire
Is the Euro here to stay?
The Greek Inflection Point
The Spell of Abe 🇯🇵 Japan's financial mess
Realpolitik > Justpolitik 🇩🇪German energy politics and history
Global effects from the Russo-Ukrainian War(financial ramifications)
Short Essays
Starting from 0
Remove more things
On Currency (Debasement) Risk

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Business Owner Mindset. Long Term Investing.

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