Philoinvestor
@philoinvestor
Followers
4,666
Following
141
Media
3,544
Statuses
21,596
Business Owner Mindset. Long Term Investing. Macro. Geopolitics. Polymath.
Joined November 2021
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
#LingOrmFanMeet2geTHer
• 1012725 Tweets
DEAR MYLOVE LINGORM
• 960842 Tweets
#Narin
• 161642 Tweets
Edmundo González
• 136835 Tweets
Zapatero
• 34063 Tweets
プロジェクトKV
• 33058 Tweets
#レカぺだけ歩こうJO1
• 30046 Tweets
#光る君へ
• 28827 Tweets
カンスト
• 26598 Tweets
ALLAH BELANIZI VERSİN
• 25319 Tweets
İdam
• 20917 Tweets
#鉄腕DASH
• 19001 Tweets
#TMA受賞おめでとう
• 15667 Tweets
Diyarbakır'ın Bağlar
• 15155 Tweets
Leyla
• 14197 Tweets
MC NUNEW EP18
• 13072 Tweets
タイムトゥヘヴン
• 10053 Tweets
Pinned Tweet
Image from Biden's Techno-Imperial Cycle on 🦉
0
0
5
@Orwells_Ghost_
When you have 520K followers(especially), you are the content. Twitter is the platform. The platform is the medium, not the content owner.
This is unacceptable.
⛳️⛳️⛳️
1
7
200
So...which serious investor subscribes to stalker-oriented newsletters?
5
9
178
Governor of BoG Yiannis Stournaras: "Greece is not Switzerland"
10
14
166
@SamRo
BOSS!!!!!!! 🫡🫡🫡🫡
This man deserves everything. Someone or something has to come out and elevate this man, help him in his journey if he requires it.
This is the type of people we need to promote!
🙌🙌🙌🙌🙌
0
4
158
@TikTokInvestors
Legit whenever someone signs off a trade with STAY POOR - you know he's gonna get REKT. Soon or later.
3
2
164
HOW TO LIVE OFF DIVIDENDS
1) Have a lot of money.
2) Buy dividend-paying stocks.
3) Live off dividends.
11
10
114
Windfall tax your own producers and buy from Qatar. LFG.
BREAKING: Qatar has agreed to a 15-year contract to supply Germany with liquified natural gas
504
2K
13K
9
11
101
@kick_rocks__
@alifarhat79
Firstly, the nation doesn't MAKE anything.
And second, one can misplace 6 cents but a bit harder to "misplace" $6.2 billion dollars. Go home.
1
1
97
“The beauty of investing is 1,000 investors can be in the same great stock-company and their returns will be dramatically different. Finding a great company isn't even half the battle. Time horizon matters. Temperament matters. Conviction matters. Price paid still matters.”
-Ian
7
17
95
"I only buy blue chips and I want a steady 10% a year."
11
5
90
💥💥💥The massive drop in Dutch TTF (EU gas prices) is all the rage these days..!
Sure this is great for those consuming gas in Europe, and a big win for EU politicians - but there is more than what meets the eye.. 👀
A thread 🧵🦉
EU natural gas prices have fallen by close to 40% over the last week, so that they are now nearly back to the level before Russia's invasion of Ukraine in late February.
49
617
2K
2
23
89
Shrub was right. Twitter did not manage to agree on this. No names of countries or peoples were mentioned in this tweet. Only THREE FIRST PRINCIPLES that most could not agree on.
Whenever your own are killed, they are animals and terrorists. Whenever your own kill, they had no
Let’s establish some basic principles:
Kidnapping children = Bad
Raping women = Bad
Killing people = Bad
If we can’t even agree on this, then there’s no hope 😪
107
87
2K
13
3
84
"It’s easy when stocks rise. The ascending stock price validates the business. It’s hard when stocks drop because you have to rely on your work to validate the business. Conviction isn’t proven on the mountaintop, it’s proven in the valley."
-Ian Cassel
@iancassel
1
9
78
A lot of chatter that Deutsche Bank and/or Credit Suisse are going under. So I cracked open those Pillar 3's and started taking notes. $DB $CS
A thread🧵👇
6
22
72
@TikTokInvestors
"I think I'm becoming a billionaire"...and then 2 hours later, you get $300mln in your Revolut account.
That's what he's trying to say.
0
0
64
ARE THERE NO SMART PEOPLE WORKING FOR THE EU (ANYMORE)?
Another thread on the hopelessness encircling Europe.
🧵👇🇪🇺
3
5
63
OK OK listen.
I've been working on setting up a PBR spaces with
@giro_lino
and
@agnostoxxx
as co-hosts.
Giro is Brasilian and knows Petrobras intimately. Shrub said he would jump on too... 🇧🇷🌳🦉
Do you guys want a Petrobras-focused Twitter Spaces? $PBR
6
2
49
7
2
60
Georgi Dinkov
@haidut
- Interesting Interview.
Vaccines, mRNA therapies, the Pfizer Pill, Cancer and
#Cannabis
Stocks,
#transhumanism
, sleep, fatigue and much more in this not to be missed interview.
5
16
54
Markets trying to catch up to the Semi/AI rush, taking the NQ100 for the ride.
Blow-out quarters will turn to blow-down quarters, and then what?
The FOMO is real, and the price sets the narrative. In the same way you sold the bottom (because you were bearish, you will buy the
5
4
54
THE STORY OF HOW TWO MAJOR SURGERIES COULDN'T STOP ME.
5 years ago I had a massive injury to my left arm which required surgery. I was in cast for 3+ months and then needed months of physio on top to get back. My low metabolism and lack of activity caused me to stack up the
6
3
53
Do you guys want a Petrobras-focused Twitter Spaces? $PBR
6
2
49
@marketplunger1
Le Shrub
@agnostoxxx
for 100 reasons but I'll offer just one here: He reasons by inversion 👇
-Don't Be Stupid
-Stay in the Game
-Preservation of Capital comes first etc.
🌳
4
1
50
This Thursday at US markets closing time, a discussion on $PBR Petrobras with
@calvinfroedge
and
@giro_lino
.
Cc:
@nyetjgoldblum
@jleqc
@InvestInOnG
et al.
5
10
47
I have just heard that Dr. Ray Peat passed on Thanksgiving Day.
I discovered Ray ~10 years ago and spent thousands of hours studying his teachings.
He had a profound impact on my life.
RIP Ray.
1
3
44
This piece got featured on apparently and I'm getting mad traffic.
5
16
37
1/ This week I sent out the piece on $ASOS.L
ASOS is a non-luxury online retailer leading the segment in the UK and growing in the US, EU and RoW.
ASOS had a number of issues causing its share price to fall ~90% from ATH.
3
4
46
Philo's 100 under 100 just dropped! Underfollowed FinTwit accounts inside. Check them out / find out if you're in.
12
10
44
-$FTCHF shares still trading.
-Farfetch hasn't released their Q3 results.
-José hasn't spoken to shareholders.
-The Ad-Hoc group is suing everyone.
-Media and Farfetch staff says 30% of them will be fired.
-Brands are distancing themselves from Farfetch.
-No one wants to work
3
4
44
George Soros: "I don’t like working. I do the absolute minimum necessary to reach a decision. There are people who love working. They amass an inordinate amount of information, much more than is necessary to reach a conclusion. They become attached to certain investments..because
2
2
42
1/ Gonna drop some wisdom for my shipping friends and all supply-chain observers out there. The preamble:
- Box ships are enjoying ultra high profits (for once!) at the moment due to port congestions etc.
- Owners are ordering MORE box ships... 🤦🏻♂️
7
8
41
First ShipTwit space hosted by
@philoinvestor
and
@ed_fin
was a massive success! ⚓️
Input from
@agnostoxxx
@ardaarkun
@AQR1485
@valley_llama
et al.
Talk of $FRO $ENAV $DHT $SB $NMM and the Navios complex, and then escalated to coal and offshore drilling $ARCH $AMR $VAL etc.
5
6
40
"The more you worry about the next quarter, the more you are not investing for the right reasons. Think in years, not quarters."
-Ian Cassel
@iancassel
3
10
37
Full Force? 🤦♂️
🇮🇱 ISRAELI DEFENCE MINISTER GALLANT: “WE WILL CHANGE REALITY ON THE GROUND IN GAZA FOR THE NEXT 50 YEARS. WHAT WAS BEFORE, WILL BE NO MORE. WE WILL OPERATE AT FULL FORCE”
549
1K
6K
14
6
37
Antero Resources $AR.
Hedges falling off year end, debt levels significantly reduced, capital return has begun, U.S. Gulf basis expanding as Asia/European Gas markets stay strong.
Antero is ~0% hedged for 2023!
2
5
35
How is Vermilion Energy doing since last summer? $VET $VET.TO
Stocks is down 60% since its August 2022 peak.
Well, share price exploded because of the rise in European gas prices and the mean cash generative machine that Vermilion became because of it.
But then things
1
4
37
Massive thanks to
@mfwarder
and
@ardaarkun
for co-hosting this CoalTwit spaces with me. 🙏🙏
A lot of technical information and info was shared and thankfully we were recording!
Feel free to listen in if you missed it.
2
4
37
What will happen first?
1) Chips-as-a-commodity
2) Efficiency will 10X and GPUs needed will crash
3) A.I. Reality won't live up to the hype
4
2
36
@Churgersasx
Hey buddy, very sorry to hear about this. Even though it may not feel that way right now - I can guarantee you will become a much better investor because of this.
Please DM me your email and I will give you 12 months complimentary subscription on Philoinvestor!
🫶🦉
2
0
34
31 must-follow accounts to celebrate 3,100 subscribers on Philoinvestor 🦉🙏
@SheepTrades
@Stock_Inf0
@ReturnsJourney
@Invesquotes
@concodanomics
@agnostoxxx
@rossiadam
@HiddenValueGems
@SixSigmaCapital
@InvestmentTalkk
@KailashConcepts
@valuepunks
@ValueSituations
13
7
36
Lula here is referring to the MEASLES vaccine, not Covid. But everyone in the replies and quote tweets thinks he is talking about Covid...
5
6
32
"The EU gets 71% of its gallium from China and 45% of its germanium."
And now China is restricting exports of these two metals. Let's see where this trade war takes us everybody! 🫣
6
4
33
Thanks for 3,000 followers!
I couldn't have done it without you. REALLY.
🦉
7
1
33
Excerpt from "On Value Investing - Part One"
on Philoinvestor
Example One
First-level thinking says this company is selling for 32x earnings and is therefore expensive.
Second-level thinking says this is a low capex platform type business which is in the early days of its
2
6
32
Look, screw your fine print and your prospectuses.
Switzerland nationalised $CS but just paid shareholders a few billion to STFU so they won't have legal and political backlash.
What happened was not about legal documents, it was about TRUST - and it blew up.
7
2
32
Growing at a really good pace after a small plateau. Discoverability has increased and I see people finding older content organically.
Thanks everyone 🦉🥲
P.S. Content does really compound over time.
6
1
31
This business is filled with big egos. Don't have a big ego, have a STRONG ego. It's not the same.
🦉
3
2
30
12 hours left for our $PBR themed spaces. Many are asking if we could chat about $EC a bit - so I'll try and put that in as well.
Looking forward 🙏
This Thursday at US markets closing time, a discussion on $PBR Petrobras with
@calvinfroedge
and
@giro_lino
.
Cc:
@nyetjgoldblum
@jleqc
@InvestInOnG
et al.
5
10
47
3
1
30
🇮🇹BANK WINDFALL TAX
This where we are now in Europe. The state is so bankrupt that we need to take from the actors that actually create value to stay alive for a year more.
Zombies and blood-sucking leeches.
8
4
31
Farfetch down >30% after market.
Ok, let's start from the top (or bottom, whatever)
1) Massive swing in reported loss (from a gain y/y) is from fair value movements on derivative liabilities. They aren't related to the operating business. If you want more details on that you
5
4
29
WHAT STAGE?
-Valuations don't matter
-ROI doesn't matter
-Competition doesn't matter
-Business risk doesn't matter
-Cycles don't matter
-History doesn't matter
5
4
30
$FTCH Taking it from the top on Farfetch: these are my thoughts on the situation currently.
1) The cash is still there. No accounting fraud or scandal. 2) Nothing crazy happened during the quarter, in terms of losses or cash outflow. 3) Richemont has abandoned ship one way or
7
1
28
This Tuesday at US markets closing time, a discussion on Petrobras with
@giro_lino
and
@calvinfroedge
.
The guys from HET cc:
@nyetjgoldblum
@jleqc
@InvestInOnG
et al. are cordially invited to join in.
4
5
30
There's two types of content creators on FinTwit.
1) Those who actually create from nothing.
2) And then there are those who take the work and ideas of famous investors, compile/curate them and then share.
The latter gets 10X the following and engagement.
Why? People don't
7
3
29
CONVEX HEURISTICS for wealth preservation and creation.
Times are tough and they could get tougher. A thread on how to *think* about decision making. This is not an exhaustive list.
P.S I learned about convex heuristics from
@nntaleb
1
5
28
1/ A European debt crisis is taking place all over again, and EU policies are solely to blame. The adoption of the common currency some 20 years ago, first brought a convergence of interest rates across the eurozone (EZ).
4
7
29
🥳🦉It's my birthday today! I will be off social media for the whole day.
I an effort to gain more discoverability for🦉reply below with one way you benefitted from reading Philoinvestor.
Could be anything, a market call, a company write up, a concept, education/mindset etc.
16
0
29
2
3
28
A.I. confusions and misunderstandings, in the EdTech market.
$COUR Coursera's share price closed at $8.50 today, that's a market cap of $1.33bln. Last qtr the company had a net cash of >$700mln (52% of market cap)
Ok...but does the company burn cash?
Let's see 👇
5
8
28
NARRATIVE FOLLOWS PRICE.
Commodity supercycle: Buy real assets because "you can't print commodities." The crash comes.
Shipping supercycle: Buy vessels because oceanborne transporation is the most efficient form of transport. Demand for it is insatable. The crash comes.
3
5
27
According to my calculations the Shrub will hit 100,000 followers just around the time he turns 10 years old on Twitter.
September 2013 --> September 2023... unless you all RT this and get him there way sooner!
TRUST THE SHRUB 🌳
3
2
28
$VET.TO Vermilion Energy Inc. Announces 2023 Budget and Guidance, 25% Dividend Increase and Resumption of Share Buybacks.
7
3
28
How Warren became Buffet and why you are on a completely different path...
Maybe some of you are in a path similar to Buffet, if so this thread isn't for you. When WB bought American Express it was after the Salad oil scandal when the stock had lost 50% of its value. He knew
4
3
28
Nice short piece about LVMH and the Arnault Family by
@Quartr_App
at $MC
Really feels like Quartr is going places - and fast.
2
0
27
1
0
26
@INArteCarloDoss
Crypto only?...
I have a contra. He thinks he knows much more than he actually does. 95% of the time, he's winging it. When markets are down and dropping, he is scared and wants to reduce exposure. When technology was "down", he said he has too much technology. He reduced
5
2
27
And as I explained in the podcast
@ValueStockGeek
and I did, this is one of the reasons I hate passive investing.
The self-entitlement that you somehow DESERVE a ~10% a year return without practically doing anything.
Rude awakening loading...
I stopped buying active investments (individual stocks, etc.) when I realized that they monopolized most of my attention. Despite being a small % of my portfolio, I watched them all the time.
This is why I went passive and you should too. You can't put a price on mental freedom.
90
97
1K
2
2
27
1 month after the Philoinvestor piece 📩⤵️ (featured on
@RevolverNewsUSA
) that Elon was surely going bankrupt because of the $TWTR deal, Elon does a U Turn👇
👏👏
Updated Elon Musk filing shows the removal of any margin loan from Twitter acquisition financing. Tesla stock no longer proposed as collateral for possible deal. $TSLA $TWTR
99
340
3K
1
4
24
Sorry for borrowing your kid from you
@agnostoxxx
but I couldn't find the other meme template🤦♂️
2
4
26
Apple's Microsoft moment, and other problems on the horizon. $AAPL $MSFT $NQ
1
6
22
I can't believe $GLD broke it's August 2011 high guys.. IDK maybe Schiff was right all along?
10
1
23
Congratulations $AAPL for beating the Russell 2000 in market capitalisation!
3
5
24
100 BTC lands into your wallet, what's your next move?
86
1
23