Share this postCopy linkFacebookEmailNotesMorePhiloinvestorShipTwit Spaces #24Share this postCopy linkFacebookEmailNotesMore1×0:00Current time: 0:00 / Total time: -1:18:40-1:18:40Audio playback is not supported on your browser. Please upgrade.ShipTwit Spaces #2Hosted by @philoinvestor and @ed_fin. Sep 13, 20224Share this postCopy linkFacebookEmailNotesMoreShareThis is the second ShipTwit spaces hosted by Philo and Ed. The focus of the conversation was on the container shipping cycle and $ZIM.Discussion about this podcastCommentsRestacksShare this postCopy linkFacebookEmailNotesMorePhiloinvestorBusiness Owner Mindset. Long Term Investing. Macro. Geopolitics. Polymath.Business Owner Mindset. Long Term Investing. Macro. Geopolitics. Polymath. SubscribeListen onSubstack AppSpotifyRSS FeedRecent EpisodesPRICED IN!Dec 21Petrobras Spaces from Summer '23Dec 18What is Content?Dec 5Europe stopped dreamingDec 4Microstrategy, Bitcoin & Strange AttractorsNov 19Klendathu & Philo on Netflix, streamers, distribution etc. Nov 18Palantir & Excessive Market PhenomenaNov 16Top-Down Trump & PushbacksNov 14
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