Roiss' Conclusions

Home
Notes
Archive
About
Hong Kong Part 2: 7 Large Caps I actually bought
and a small commentary about macro.
 • 
Roiss' Conclusions
7
I went through the financials of every stock in HK - Part 1
Things I didn't buy, but that might be interesting.
 • 
Roiss' Conclusions
5
2023 Review: A lesson in risk management.
Should have went long only
 • 
Roiss' Conclusions
12
Most Popular
View all
How to: Due diligence in 48 hours
 • Roiss' Conclusions
1
Li Lu's Investing Masterclass at Columbia Business School
 • Roiss' Conclusions
6
Finding Stocks based on Michael Burry's early methods.
 • Roiss' Conclusions
2
2022 in Review: +144.74% and my current portfolio
 • Roiss' Conclusions
27
Transcript of Li Lu and Bruce Greenwald - Value Investing in China
 • Roiss' Conclusions
2
Macro like Druckenmiller, Graham & the GEICO dilemma and an update on Unity
and Emerging market banks
 • 
Roiss' Conclusions
15
Problems at Unity and adding diversification to the portfolio with companies trading at the lowest valuation in the last decade
Global Atomic, Gulf Keystone Petroleum, Rubis, Bakkafrost
 • 
Roiss' Conclusions
9
Looking through Anime stocks, sharing my Google Sheets note script
Czecking out a new market.
 • 
Roiss' Conclusions
4
Wading through the Austrian Stock market, Invisible process and Exor's Public Portfolio
and a short look at DOCS, FEVR, GAW
 • 
Roiss' Conclusions
2
Q1 Review (-40.2% YTD): What happens when you disregard your own rules, visiting NYC/Omaha and oil producers in Kurdistan ...
Lion Rock Group Holdings update
 • 
Roiss' Conclusions
9
Learning from two polar opposites: Leucadia and Victor Niederhoffer, Nvida Update and Future of the newsletter
Why I will never go full paid and the Shitco Index
 • 
Roiss' Conclusions
Nvidia the most overvalued stock in the market
The Cisco of AI
 • 
Roiss' Conclusions
4
Roiss' Conclusions
Roiss' Conclusions
Value Speculator. Inspired by Druckenmiller and Burry. I write about individual global companies, Macros, Shorting and Investing in General

Roiss' Conclusions

AboutArchiveSitemap
© 2024 Roiss' Conclusions
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture