Roy Swisa

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

Write ups

Nice Writeup ($NICE)
My writeup on CLBT
My writeup on Hippo
ValueTheElephant: Investor Insights
ValueTheElephant: Investor Insights

Podcasts and Articles

Roy Swisa on $DJCO - Yet Another Value Podcast | Podcast on Spotify
Roy Swisa on $DJCO - Yet Another Value Podcast | Podcast on Spotify
Podcast
·Podcast
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
Podcast
·Podcast

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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