Roiss' Conclusions
Value Speculator. Inspired by Druckenmiller and Burry. I write about individual global companies, Macros, Shorting and Investing in General
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 57 | Founded | 5 years ago | Last Issue | 8 months ago |
| Active | |||||
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roiss.substack.comLatest Issues
The Post Truth Bubble - markets divorced from facts
Hello,
Long time no see. In the last few weeks there have been more and more articles about the AI bubble being inflated. And while that is true, it seems to completely ignore that nearly everything else in the US market is absurdly valued...
2024 Review
Hello and welcome
2024 was a wild year.
I lost 9 kg and and am now back to normal weight. Furthermore I started to enjoy going to the gym.
Reviewing the performance
In terms of performance it was volatile, at the end being up 8,67%...
Rant After Hours #2
Here is another one where I talk about Tesla, Dodgecoin, Fartcoin and vibes. I hope you enjoy it as much as the first one.
First After Hours Rant Episode
Hello everyone,
I just wanted to give a quick update on my thoughts on the market. I hope you enjoy my rant. Let me know if you liked it and if I should do them more often!
Don't buy the dip on Crowdstrike's outage. Short it instead
Hello everyone,
unless you have been in an alpine cabinet with no internet connection, the news of Crowdstrike's outage has been hard to miss. A huge amount of businesses have been affected.
From airlines where several airlines canceled n...
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Trying to make sense of all this
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