TSOH Investment Research
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
“Alex’s research is a genuine component to my research process. The equivalent to outsourcing an analyst. ”
Conor Mac, Investment Talk
“Does a fantastic job showing how important it is to focus on the big variables with clear thinking ”
Michael Kandolin, Wall St Gunslinger
“Alex is an extremely skilled analyst whose talent is only matched by his passion. ”
Devin LaSarre, Invariant
By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice