Roy Swisa

Investor | Helping VCs and hedge funds integrate AI to streamline research without sacrificing depth.

My writeup on CLBT

My writeup on Hippo

ValueTheElephant: Investor Insights

ValueTheElephant: Investor Insights

Podcasts and Articles

Price Elasticity & Optimization Explained

Price Elasticity & Optimization Explained

Hebrew-Globes-Article

Hebrew-Globes-Article

Hebrew- רואי סוויסה, אנליסט בגשם פרטנרס - בשיחה על שוק הביטוח בארה"ב

Hebrew- רואי סוויסה, אנליסט בגשם פרטנרס - בשיחה על שוק הביטוח בארה"ב

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

ChatGPT's citation patterns shift: Reddit's decline and AI's impact on discovery | Roy Swisa posted on the topic | LinkedIn

www.linkedin.com

Takeaways from Great Investors

“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 Giants Part 2: Conversation with C.T. | 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

Legends Part 6: John Griffin-"match your investing style to your personality" | 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 9: Tom Russo, Gardner Russo & Quinn | 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

Investing with Legends · Part 11 — William von Mueffling,Cantillon Capital Management LLC | 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

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