Sitemap - 2023 - Roiss' Conclusions

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

Problems at Unity and adding diversification to the portfolio with companies trading at the lowest valuation in the last decade

Looking through Anime stocks, sharing my Google Sheets note script

Wading through the Austrian Stock market, Invisible process and Exor's Public Portfolio

Q1 Review (-40.2% YTD): What happens when you disregard your own rules, visiting NYC/Omaha and oil producers in Kurdistan ...

Learning from two polar opposites: Leucadia and Victor Niederhoffer, Nvida Update and Future of the newsletter

Nvidia the most overvalued stock in the market

Uranium just turned reflexive and why it's great news that Kazatomprom missed production

Over 1000 subscribers ! What makes a mistake a mistake in Investing and the most obscure stocks ... in the world

Quantitatively wadding through Hong Kong small caps, cutting my offshore positions and improving Japanese shareholder returns...

Chinese Internet stocks the best performing sector in 2023 ? A look at Stellantis and HK activist David Webb's holdings...

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