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This is a Netflix World etc.

Four media-related posts curated here for easy access.

Nov 22

Part #3 of Netflix world: ESPN and restructuring Disney

What would a sliced up Disney look like? What's the opportunity?

Nov 21

Bad Companies & Value Traps

Rule #1: Don't lose money.

Nov 5

October 2023

Philo asks you to jump on Substack Chat.

A private space for us to converse and connect

Oct 29

War in the Middle East.

Palestinian gunmen enter Israel and endless rockets fly.

Oct 7

Becoming a Master-Investor

"Philo, show me the way."

Oct 6

The bond market is cracking.

But you were forewarned.

Oct 4

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

All the trends and dynamics that will ultimately chop Mickey Mouse up.

Oct 3

September 2023

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

Trends, themes and dynamics in the media space. Disney's woes, Netflix gains? Survival or reckoning for legacy media? Will the DTC pivot ever work? Big…

Sep 16

What's happening with Uranium?

And what would George Soros do?

Sep 16

August 2023

Losing control of Africa.

Colonisers, open wounds and the rise of the alternative. Coup in Niger or the beginning of a new normal in Africa? China, Russia and Turkey.

Aug 18

July 2023

What the hell is happening? July 2023

From a recession narrative to a recovery narrative. Real Assets Vs Fixed Assets. What to do? Price is what you pay, value is what you get. China+

Jul 28

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