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".
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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