All my free content 🦉🫡

Curation of all free and released from paywall content

All my links and social media here.

Binge on Philo here.

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The Education & Mindset and Short Essays are alway free.

Everything else is always paid and may be released from paywall at a later date and when the stock has moved already. The posts below from 3 to 8 have been released from paywall.

Let’s jump straight to it…

1. Education & Mindset

25 investment mindset pieces that just cannot be missed.

1. Deconstructing efficient markets and constructing optimal portfolios

2. Why gentlemen prefer real estate

3. Philoinvestor: An Autointerview

4. What’s your risk?

5. The dimension of time in financial markets

6. Why are stocks not dropping?

7. Investing with a conservative mindset

8. Investing = Endless Poker

9. Money Vs Skill

10. The Power of Market Agnosticism

11. The Democracy of Capitalism

12. You can’t beat me

13. Austrian economics and the good son, bad son story

14. Rufus: Portrait of an anti-investor

15. Rufus: Quest for the safe stock

16. Rufus: The first-level thinker

17. Shipping as options trading

18. Double Standards & Great Expectations

19. On Value Investing - Part One

20. So you wanna be an investor?

21. Why you want stocks to go down

22. Shadows & Traps

23. Becoming a Master-Investor

24. Bad Companies & Value Traps

25. Πως έμαθα το χρηματιστήριο, και κέρδισα πολλά λεφτά

Archived here.

2. Short Essays

Short essays on anything from protecting yourself from currency debasement, giving up caffeine or walking your highest path and achieving your goals!

1. Starting from 0

2. Remove more things

3. On Currency (Debasement) Risk

4. Dealing with randomness

5. A conversation with Philo

6. I’m quitting coffee

7. True Zen never stops

8. Stay Vigilant

9. Create the Alter Ego

10. George Soros - The Basics

Archived here.

3. Downside by Philo

Essays on stocks with serious downside. Not only going to zero, but even stocks that are overpriced and misunderstood.

1. Downside at Microsoft

2. Downside at Apple

3. Downside at Nvidia

4. Downside at Moderna

5. Why I don’t like Transocean

Archived here.

4. Breakout by Philo

This section was launched January of ‘24 and here I seek to analyse markets, trades and setup primarily from a technical perspective — adding a short fundamental picture on top.

Archived here.

5. Thematic Essays & Case Studies

Here I write about themes and angles that I see unfolding. Usually from a top-down, historical context macro angle.

1. Peak American Empire

2. Is the Euro here to stay?

3. The Greek Inflection Point

4. The Spell of Abe 🇯🇵

5. Realpolitik > Justpolitik 🇩🇪

6. Global effects from the Russo-Ukrainian War

7. Losing control of Africa

8. Dollar Maximalism

9. Weaponisation of AI

10. Greater Fool Private Equity

11. The effect of EU’s Digital Rules on Big Tech

12. Dump your Crypto October 2021

13. What Stage? May 2024

6. Equity Pieces

1. Valaris

2. Farfetch

3. Jumbo

4. Tenneco

5. Coursera

6. Duolingo

7. ASOS

8. Avon Protection

9. Netflix

10. This is a Netflix World (on Warner Bros, Paramount, Disney etc.)

11. RCI Hospitality

7. The Podcast

Here I post short audios sharing my thoughts about a particular finance-related matter. Anything from trading NVDA or TSLA, thoughts on the Yen or the broader market in general.

Archived here.

8. What the Hell is Happening?

Market analysis pieces.

• July 2021

• May 2022

• July 2022

• August 2022

• September 2022

• November 2022

• EU Politics and the future of Nato. July 2023

Coming up on Philoinvestor — INVESTING COURSE

In the next few weeks I will be launching an online investing course.

I consider it to be “probably the most comprehensive investing course in the world”… Really! 🦉🫡

The official launch will be announced to all Philoinvestors so subscribe if you haven’t already.

The final monthly price for the course and community has yet to be decided, but paid subscribers will receive a discount of $360 annually.