philoinvestor

7 ms·

1.
The First Trading Copilot(cotraderapp.com)
1 points by philoinvestor 1y ago|2 comments
2.
by philoinvestor 1y ago
Building this web app for traders, at the moment. Joining the waitlist here will get you free trial access at launch. The landing page explains what the software will do, but there are things that we cannot announce yet. Simply speaking: Th
3.
Dump Your Crypto 2.0(philoinvestor.com)
3 points by philoinvestor 1y ago|1 comments
4.
by philoinvestor 1y ago
I released my piece Dump Your Crypto (the sequel) from the paywall. The first one nailed the top in the Crypto cycle in October 2021. This one isn't going too bad either.
5.
by philoinvestor 2y ago
Use this as a blueprint for markets going forward Using George Soros's work and theories in financial markets, and after studying him for 20 years, I designed two boom/bust cycles that I see operating in financial markets today. O
6.
Dollar Maximalism(philoinvestor.com)
1 points by philoinvestor 2y ago|0 comments
7.
Nvidia's rivals take aim at its software dominance(ft.com)
1 points by philoinvestor 2y ago|0 comments
8.
Coursera and AI(fortune.com)
1 points by philoinvestor 2y ago|0 comments
9.
Kid learns trigonometry with AI-powered tutor(x.com)
4 points by philoinvestor 2y ago|1 comments
10.
Coursera's CEO says leveraging AI in online learning is key to a more accessible(fortune.com)
2 points by philoinvestor 2y ago|0 comments
11.
Microsoft economics are changing under the hood(philoinvestor.com)
2 points by philoinvestor 2y ago|0 comments
12.
by philoinvestor 2y ago
Beautiful!
13.
by philoinvestor 2y ago
In the past 10 years, Microsoft quality of earnings has dropped as the company became more capital intensive. As of 2023, it changed its accounting for capex from a useful life of 4 years to a useful life of 6 years.
14.
Microsoft tinkers with its capex depreciation accounting(philoinvestor.com)
1 points by philoinvestor 2y ago|1 comments
15.
by philoinvestor 3y ago
I found this interesting. Microsoft added $3.7bln in EBIT last year from this accounting change. They now say their servers and network equipment have a useful life of six years. Does that sound fair to you or excessive? Thanks.
16.
Big Tech changes accounting standard and boosts the bottom line(ft.com)
5 points by philoinvestor 3y ago|2 comments
17.
by philoinvestor 3y ago
Globalisation is good, as long as it works for the West. Globalisation is bad and should be prevented when globalisation doesn't work for the West.
18.
The Tik Tok Ban(cnn.com)
1 points by philoinvestor 3y ago|2 comments
19.
by philoinvestor 3y ago
I first invested in AAPL late 2013, but I wouldn't touch the stock here. I expand on my thoughts in this piece: https://www.philoinvestor.com/p/downside-at-apple-a-10x-in-1... They are increasingly relying on havi
20.
by philoinvestor 3y ago
I wrote a few post on Apple's brewing problems, outlined within: https://www.philoinvestor.com/p/downside-at-apple-a-10x-in-1...
21.
by philoinvestor 3y ago
Truth is, I don't know. Each case is different, as in the case of Legacy Media Vs Netflix etc. It's not all linear right? But the overall setup/theme has definitely catalysed many of these outcomes.
22.
What do you think about EdTech?
1 points by philoinvestor 3y ago|0 comments
23.
by philoinvestor 3y ago
Absolutely. Many of them got used to lavish lifestyles and fat expenses, now they will all need to adjust fast.
24.
by philoinvestor 3y ago
When I said marginal, I meant the workers who are not really required and were just hired because of grand expansion plans that later on failed.
25.
News outlets are collapsing as advertisers flock to social media platforms(edition.cnn.com)
3 points by philoinvestor 3y ago|3 comments
26.
by philoinvestor 3y ago
This is a massive theme. But for how long will big tech/social media be allowed to run a mok without much tighter compliance standards?
27.
The tech-employee cycle is turning(cnbc.com)
1 points by philoinvestor 3y ago|5 comments
28.
by philoinvestor 3y ago
Who is going to hire all those millions of marginal workers now left without a job? And those who get employed, how are they going to make near as half as much as what they made?
29.
by philoinvestor 3y ago
Amazon has bigger problems with China actively trying to attack its business model from all sides!
30.
by philoinvestor 3y ago
At first I didn't believe Apple actually tried to make its own car. What a stupid idea!

More ›