TSOH Investment Research (Alex Morris)
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".
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“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