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The Bubble Tea Market | Nayuki Holdings and interesting Midcaps in Hong Kong
An overlooked eastern consumption trend.
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Roiss' Conclusions
13
Hong Kong Part 2: 7 Large Caps I actually bought
and a small commentary about macro.
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12
I went through the financials of every stock in HK - Part 1
Things I didn't buy, but that might be interesting.
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7
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How to: Due diligence in 48 hours
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1
Li Lu's Investing Masterclass at Columbia Business School
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6
Finding Stocks based on Michael Burry's early methods.
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2
2022 in Review: +144.74% and my current portfolio
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27
Transcript of Li Lu and Bruce Greenwald - Value Investing in China
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2
2023 Review: A lesson in risk management.
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12
2023 Review: A lesson in risk management.
Should have went long only
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12
Macro like Druckenmiller, Graham & the GEICO dilemma and an update on Unity
and Emerging market banks
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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
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9
Looking through Anime stocks, sharing my Google Sheets note script
Czecking out a new market.
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4
Wading through the Austrian Stock market, Invisible process and Exor's Public Portfolio
and a short look at DOCS, FEVR, GAW
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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
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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
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Roiss' Conclusions
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

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