13 months since we launched Philo's Academy, about to make some changes to pricing and the structure of the course. Those who are interested in taking the course: hard recommend, reach out to me ASAP.
(Note: existing students are not affected by pricing increases)
(Note: existing students are not affected by pricing increases)
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Will be sending out a Philochat to update on Moonshot's Kimi, the broader setup and how it connnects to previous pieces — as well as what we are publishing next up on Philoinvestor. I am cooking something completely new and innovative for readers, especially those hunting for stock opportunities that could perform bigly going forward....
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Finishing the banger on Netflix tonight, unless I get into another rabbit hole and have to send it out tomorrow morning.
After our now legendary, Content is King but Distribution is God (where NFLX returned a 7X in 3 years) we are sending out a sequel to that piece.
The setup is not quite the same, with more to talk about and think of than when we wrote the piece in May of 2022. Thank you Bill Ackman.
Also, I've noticed a recurring theme over the years: that the best Philoinvestor stock write ups have invaluable educational angles embedded in them — this is definitely one of them🦉
After our now legendary, Content is King but Distribution is God (where NFLX returned a 7X in 3 years) we are sending out a sequel to that piece.
The setup is not quite the same, with more to talk about and think of than when we wrote the piece in May of 2022. Thank you Bill Ackman.
Also, I've noticed a recurring theme over the years: that the best Philoinvestor stock write ups have invaluable educational angles embedded in them — this is definitely one of them🦉
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Flash Philo on Yentervention
You always need an angle
https://www.philoinvestor.com/flash-philo-on-yentervention/
You always need an angle
https://www.philoinvestor.com/flash-philo-on-yentervention/
Philoinvestor
Flash Philo on Yentervention
You always need an angle
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Dollar/Yen on the up and up after a dip on Friday after the super weak NFP (non-farm payroll). The Flash Philo on Yentervention offered a tradable range for the Dollar/Yen and how each actor could react at what level. I expect more bullishness and then we will see the mega setup for a reversal, more in the piece.
Aiming to send out the piece on UMG by later today:
•Comparison to Netflix
•The secret angle
•Streaming 2.0
•Corporate Governance, AI and more
Aiming to send out the piece on UMG by later today:
•Comparison to Netflix
•The secret angle
•Streaming 2.0
•Corporate Governance, AI and more
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https://www.philoinvestor.com/content-is-king-distribution-is-given/. 3000 words on Universal Music Group, pumping up the Philo content. Let them go on vacation, we are doubling down.
Philoinvestor
Content is King. Distribution is Given.
Universal Music Group.
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💬Philochat: Natural Stupidity?
Natural Selection: Leopold, Jane Street, Memory.
https://www.philoinvestor.com/philochat/the-review-2/
Natural Selection: Leopold, Jane Street, Memory.
https://www.philoinvestor.com/philochat/the-review-2/
Philoinvestor
💬Philochat: Natural Stupidity?
Natural Selection: Leopold, Jane Street, Memory.
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Knocked it out of the park.
https://www.philoinvestor.com/the-data-center-strikes-back/
https://www.philoinvestor.com/the-data-center-strikes-back/
Philoinvestor
The Data Center Strikes Back
"No. I am your father."
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Japanese 10-Year already at 3%.. This is obscene levels of Yield for JGBs.
Takaichi is still "safe" in government but one more click of market turmoil and there will be a political reaction internally.
Meanwhile the Yen is at long-term lows and fighting for its life.
We talked about all this here: https://www.philoinvestor.com/the-rise-of-sanakatsu-sanahuo/
And followed up with a Flash Philo in early August.
Takaichi is still "safe" in government but one more click of market turmoil and there will be a political reaction internally.
Meanwhile the Yen is at long-term lows and fighting for its life.
We talked about all this here: https://www.philoinvestor.com/the-rise-of-sanakatsu-sanahuo/
And followed up with a Flash Philo in early August.
Philoinvestor
The Rise of Sanakatsu サナ活
Where do we Yen from here?