Roiss' Conclusions

Roiss' Conclusions

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2022 in Review: +144.74% and my current portfolio

Favourite Books of 2022 and what I think will do well in 2023, closing the Carvana chapter, selling my longest held stock...

Diving into the companies of Peter Cundill's Screen

Finding Deep Value Stocks the Peter Cundill Way

Back from India! Bullish $CRESY and Short $TRUP

Druckenmiller's prediction of a flat decade and why Adobe's acquisition of Figma is a bad sign for shareholders.

How Facebook ($META) killed its moat

Learning from Buffett's mistake's and about the Fed Rate Hikes

Turning Point Brand should have been similar to Swedish Match - It wasn't

Valuation Mania is back!

Why Serial Acquirers should trade at a discount, not a premium

On Coal & Oil and Shorting Credit Acceptance Corp

Druckenmiller at Sohn Conference 2022, Tiger Global's gambling problem, becoming bullish...

Incoming layoffs, Danger of the ad business, SBC harming shareholders , Dead cat bounces, Insider buying, Merrill redefines FANG ...

Learning from Soros, Am i a permabear? Doordash Share Buyback, Strip clubs as economic indicator, Reading academic papers and more

Hedge funds doubling down into Carvana and why I won't invest into Constellation Software.

Carvana's House of Cards is falling

Don't catch Contrarian Disease

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