Archive - Roiss' Conclusions

and new plans for 2025

Jan 6 •

Roiss' Conclusions

December 2024

Rant After Hours #2

Total Mania mode

Dec 11, 2024 •

Roiss' Conclusions

3:25

First After Hours Rant Episode

Hello everyone,

Dec 3, 2024 •

Roiss' Conclusions

3:14

July 2024

Don't buy the dip on Crowdstrike's outage. Short it instead

The danger of individual cyber-security stocks.

Jul 21, 2024 •

Roiss' Conclusions

Banned on Twitter and why does no one invest like Buffett when everyone idolises him?

a post risk world and a podcast interview!

Jul 2, 2024 •

Roiss' Conclusions

May 2024

Diary from Hong Kong and Shenzhen: On the ground research ...

and the small caps I also bought

May 20, 2024 •

Roiss' Conclusions

April 2024

The Bubble Tea Market | Nayuki Holdings and interesting Midcaps in Hong Kong

An overlooked eastern consumption trend.

Apr 21, 2024 •

Roiss' Conclusions

Hong Kong Part 2: 7 Large Caps I actually bought

and a small commentary about macro.

Apr 14, 2024 •

Roiss' Conclusions

March 2024

I went through the financials of every stock in HK - Part 1

Things I didn't buy, but that might be interesting.

Mar 4, 2024 •

Roiss' Conclusions

January 2024

2023 Review: A lesson in risk management.

Should have went long only

Jan 1, 2024 •

Roiss' Conclusions

October 2023

Macro like Druckenmiller, Graham & the GEICO dilemma and an update on Unity

and Emerging market banks

Oct 18, 2023 •

Roiss' Conclusions

September 2023

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

Sep 16, 2023 •

Roiss' Conclusions

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