Roy Swisa
Investor | Helping VCs and hedge funds integrate AI to streamline research without sacrificing depth.
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My writeup on CLBT
My writeup on CLBT
DocSend helps you communicate more effectively by telling you what happens to content after you send them and letting you keep control in real time.
My writeup on Hippo
My writeup on Hippo
DocSend helps you communicate more effectively by telling you what happens to content after you send them and letting you keep control in real time.
ValueTheElephant: Investor Insights
ValueTheElephant: Investor Insights
I'm a former Navy engineer turned value investor, trained in a selective MBA program to find opportunities others miss. I've led AI projects at a fintech unicorn and worked as an analyst for three funds. I go deep where others won't.
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Podcasts and Articles
Price Elasticity & Optimization Explained
Price Elasticity & Optimization Explained
Have you ever wondered how product prices are determined? How do large corporations (i.e. Hotel.com, Amazon, or Bank of America) decide on…
Hebrew-Globes-Article
Hebrew-Globes-Article
Hebrew- רואי סוויסה, אנליסט בגשם פרטנרס - בשיחה על שוק הביטוח בארה"ב
Podcast
·
Podcast
Hebrew- רואי סוויסה, אנליסט בגשם פרטנרס - בשיחה על שוק הביטוח בארה"ב
ממעוף הציפור - על כלכלה והשקעות חכמות · Episode
AI
Alibaba Just Cut Its Nvidia GPU Bill by 82%. This Pattern Always Ends the Same Way. Alibaba's Aegaeon system: 1,200 GPUs → 200 GPUs. Same performance, 82% cost reduction. We've seen this exact… | Roy Swisa
Alibaba Just Cut Its Nvidia GPU Bill by 82%. This Pattern Always Ends the Same Way. Alibaba's Aegaeon system: 1,200 GPUs → 200 GPUs. Same performance, 82% cost reduction. We've seen this exact… | Roy Swisa
ChatGPT's citation patterns shift: Reddit's decline and AI's impact on discovery | Roy Swisa posted on the topic | LinkedIn
ChatGPT's citation patterns shift: Reddit's decline and AI's impact on discovery | Roy Swisa posted on the topic | LinkedIn
ChatGPT's citation patterns shifted dramatically in 8 weeks. Reddit, Inc. dropped from 20-15% to 0%. When users ask "best X for Y," ChatGPT now cites companies directly instead of Reddit threads. Top-of-funnel control is consolidating. Companies with direct citation authority are capturing product discovery. (see comments) At (105 P/E), Reddit trades on growth expectations. If AI discovery scales and citation loss translates to lower referral traffic, that multiple faces pressure. Source: Whitebox tracking 10,000+ unbranded queries across various sectors and geographies. Ofri Touboul-Cohen #reddit #chatgpt #AI
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Takeaways from Great Investors
“Invert, always invert.” (Photo as a homage to Charlie Munger) | Roy Swisa
“Invert, always invert.” (Photo as a homage to Charlie Munger) | Roy Swisa
Learning From Legends Part 4: Mitch Julis, Canyon Partners co-founder, captivated us with piercing insights delivered through humble, bright eyes fueled by curiosity. | Roy Swisa
Learning From Legends Part 4: Mitch Julis, Canyon Partners co-founder, captivated us with piercing insights delivered through humble, bright eyes fueled by curiosity. | Roy Swisa
Learning from Giants Part 2: Conversation with C.T. | Roy Swisa
Learning from Giants Part 2: Conversation with C.T. | Roy Swisa
Learning From Legends Part 3: Value Investing Titan Mario Gabelli | Roy Swisa
Learning From Legends Part 3: Value Investing Titan Mario Gabelli | Roy Swisa
What I learned from Kelly Granat, Lone Pine Capital LLC | Roy Swisa
What I learned from Kelly Granat, Lone Pine Capital LLC | Roy Swisa
What I learned from Kelly Granat, Lone Pine Capital LLC A TRUE HUNTER: Kelly's enthusiasm and curiosity transform investment analysis from routine research into a dynamic hunt for nuanced insights others overlook. EVALUATING LEADERSHIP: Watch how CEOs interact with their teams during meetings and know when management skills don't match a company's current lifecycle stage.
Legends Part 6: John Griffin-"match your investing style to your personality" | Roy Swisa
Legends Part 6: John Griffin-"match your investing style to your personality" | Roy Swisa
Legends Part 6: John Griffin-"match your investing style to your personality" I recently learned from John Griffin - investor, teacher, and one of the original "Tiger cubs." As the founder of Blue Ridge Capital, he shared key insights from his years of experience. -His main idea is simple: match how you invest to your personality. Griffin says you'll do better when your investment style fits who you are: •Like how Warren Buffett's patient personality fits with his long-term investing approach, finding your own style leads to better results and more happiness. "Focus on great companies, not cheap stocks," Griffin said. "Cheap stocks are cheap for a reason. -Instead of looking for bargain companies, he focuses on finding excellent businesses that can grow their profits for many years and holds them through ups and downs. Griffin shared his key tools:
Speaking With Legends (Part 7): Paul Hilal from Mantle Ridge | Roy Swisa
Speaking With Legends (Part 7): Paul Hilal from Mantle Ridge | Roy Swisa
Speaking with legends part 8: Elizabeth Lilly | Roy Swisa
Speaking with legends part 8: Elizabeth Lilly | Roy Swisa
Speaking with legends part 8: Elizabeth Lilly The CIO of Pohlad Companies Three takeaways on company management dynamics from Beth Lilly's value investing masterclass: 1. CEO-CFO interactions speak volumes. Beth shared a telling observation: "If you ask the CEO a question and the CFO answers it... I don't trust my CEO." These leadership dynamics reveal more about company health than any spreadsheet could. 2. Disciplined capital allocation is non-negotiable. "If they don't have a disciplined capital allocation process in place, we will not invest," Beth emphasized. She looks for compensation tied to ROI rather than just EPS, and rigorous post-acquisition tracking. 3. Culture assessment requires boots on the ground. Beth insists on walking through facilities because "how does the management team treat people?" When employees "scurry away when they see the CEO walking through" versus engaging confidently, you're witnessing the real company culture.
Speaking with Legends Part 9: Tom Russo, Gardner Russo & Quinn | Roy Swisa
Speaking with Legends Part 9: Tom Russo, Gardner Russo & Quinn | Roy Swisa
Speaking with Legends Part 9: Tom Russo, Gardner Russo & Quinn 1. You have to learn to endure! "The capacity to suffer is required if you're going to rely on the public markets to express the value and worth of the business." Successful long-term investing means supporting management teams willing to endure short-term pain for long-term gain. 2. You must recognize the alignment of interests! Family-controlled companies account for nearly 50% of his portfolio because "they share the same multigenerational ambition as we investors," enabling them to make decisions that Wall Street might penalize in the short term. 3. Be humble. "11% is more than enough" - Russo's philosophy that consistent, tax-efficient compounding beats chasing higher returns with greater risk. Columbia Business School
Learning from Legends Part 10: Kim Lew From Chemical Bank analyst to Columbia University Investment Management Company CEO, Kim's journey exemplifies the power of adaptability and relationship… | Roy Swisa
Learning from Legends Part 10: Kim Lew From Chemical Bank analyst to Columbia University Investment Management Company CEO, Kim's journey exemplifies the power of adaptability and relationship… | Roy Swisa
Learning from Legends Part 10: Kim Lew From Chemical Bank analyst to Columbia University Investment Management Company CEO, Kim's journey exemplifies the power of adaptability and relationship building in investment management. Her pioneering risk-contribution model at Columbia challenges traditional endowment approaches, proving that sometimes the best opportunities don't arrive at convenient times—but you must decide whether to seize them anyway. Her disciplined investment process and focus on finding unique manager advantages offers invaluable lessons for aspiring investment professionals.
Investing with Legends · Part 11 — William von Mueffling,Cantillon Capital Management LLC | Roy Swisa
Investing with Legends · Part 11 — William von Mueffling,Cantillon Capital Management LLC | Roy Swisa
Investing with Legends · Part 11 — William von Mueffling,Cantillon Capital Management LLC Unable to find the right openings on Wall Street in the early ’90s, William packed his bags for Frankfurt, cut his teeth in Europe’s “Wild West” markets, and spent years refining a high-ROIC, risk-disciplined approach one stock at a time. His journey—from an isolated analyst abroad to CIO of a $20 billion global fund—demonstrates that a true investment edge is developed through patience and persistence, not through fleeting viral moments. “Markets are made of humans; inefficiencies are as plentiful as ever,” he reminds us—and so is the value of slow, deliberate craftsmanship in our careers.
A special surprise for the last class of Value Investing with Legends: We met Bruce Greenwald! | Roy Swisa
A special surprise for the last class of Value Investing with Legends: We met Bruce Greenwald! | Roy Swisa
Investing with Legends : Matthew McLennan and Kimball Brooker | Roy Swisa
Investing with Legends : Matthew McLennan and Kimball Brooker | Roy Swisa
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