The Post Truth Bubble - markets divorced from facts
echoing the politics
Roiss' Conclusions
Value Speculator. Inspired by Druckenmiller and Burry. I write about individual global companies, Macros, Shorting and Investing in General
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Latest episodes
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2024 Review
and new plans for 2025
Rant After Hours #2
Total Mania mode
First After Hours Rant Episode
Hello everyone,
Don't buy the dip on Crowdstrike's outage. Short it instead
The danger of individual cyber-security stocks.
Banned on Twitter and why does no one invest like Buffett when everyone idolises him?
a post risk world and a podcast interview!
Diary from Hong Kong and Shenzhen: On the ground research ...
and the small caps I also bought
The Bubble Tea Market | Nayuki Holdings and interesting Midcaps in Hong Kong
An overlooked eastern consumption trend.
Hong Kong Part 2: 7 Large Caps I actually bought
and a small commentary about macro.
I went through the financials of every stock in HK - Part 1
Things I didn't buy, but that might be interesting.