Philoinvestor: Know Thy Edge, Know Thyself

Jan 15, 2024

Philo Investor, an experienced investor, discusses developing your own investing style, old vs. new business models, Coursera, Udemy, Duolingo, Disney vs. Netflix, breaking bad habits, and buying on the highs versus lows.

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 3min

Starting the Filo Investor during COVID lockdowns and discovering Substack

03:02 • 2min

Developing an Investing Framework

04:44 • 7min

Differentiating Old and New Business Models

11:23 • 10min

When to Reduce Sales and Marketing Spend

21:41 • 15min

Analyzing Major Western Economies and Investing in Greek Retailer

36:36 • 23min

Owning Your Strategy and Understanding Your Edge

01:00:01 • 3min

I'm stoked to bring you my conversation with Philo Investor! Philo spends an hour diving deep on:

Developing your own investing style
Old vs. New Business Models
Coursera, Udemy, and Duolingo
Disney vs. Netflix
Breaking bad habits
Buying on the highs versus lows

And more!

If you enjoyed this podcast, check out Philo Investor on Twitter @philoinvestor.

Also, we couldn't do this show without our sponsors!

Mitimco

This episode is brought to you by MIT Investment Management Company, also known as MITIMCo, the investment office of MIT. Each year, MITIMCo invests in a handful of new emerging managers who it believes can earn exceptional long-term returns in support of MIT's mission. To help the emerging manager community more broadly, they created ⁠⁠⁠⁠⁠⁠⁠emergingmanagers.org⁠⁠⁠⁠⁠⁠⁠, a website for emerging manager stockpickers.

For those looking to start a stock-picking fund or just looking to learn about how others have done it, I highly recommend the site. You'll find essays and interviews by successful emerging managers, service providers used by MIT's own managers, essays MITIMCo has written for emerging managers and more!

Tegus

Tegus has the world’s largest collection of instantly available interviews on all the public and private companies you care about. Tegus actually makes primary research fun and effortless, too. Instead of weeks and months, you can learn a new industry or company in hours, and all from those that know it best.

I spend nearly all my time reading Tegus calls on existing holdings and new ideas. And I know you will too. So if you’re interested, head on over to ⁠⁠⁠⁠⁠⁠⁠tegus.co/valuehive⁠⁠⁠⁠⁠⁠⁠ for a free trial to see for yourself.

TIKR

TIKR is THE BEST resource for all stock market data, I use TIKR every day in my process, and I know you will too. Make sure to check them out at ⁠⁠⁠⁠⁠⁠⁠TIKR.com/hive⁠⁠⁠⁠⁠⁠⁠.

Marhelm

Marhelm is an information service for investors to find real value in an overvalued market. With a focus on shipping and commodities, Marhelm helps you stay on the pulse of global trade, track global sentiment, and identify compelling investment opportunities. Get 20% of your subscription by using the code VALUE at checkout. Check it out ⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠.