Philoinvestor: Part 2

Today I am speaking with Philoinvestor. His process combines business analysis with a macro overlay and he writes on substack about his ideas. He is a returning guest to the podcast.

We last spoke a year ago and I encourage you to check out that podcast.

Links:

* Philoinvestor Twitter feed: https://twitter.com/philoinvestor

* Philoinvestor Substack:

* Our first podcast:

Disclaimer

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The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.

Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website.