TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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About

BRK

Opportunity Brewing?
Constellation Brands (STZ) Initiation
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TSOH Investment Research
GEICO: "Major Repolishing"
From “GEICO: The Gecko Stumbles” (March 2023): “Progressive has ran laps around GEICO over the past few years… GEICO was mistaken to dismiss the role of…
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TSOH Investment Research
"Buffett And Munger Unscripted"
I have some exciting news: I have been working on a book, titled “Buffett And Munger Unscripted”, for three years - and it has finally reached the…
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TSOH Investment Research
36
Q3 2024 Portfolio Update
The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...
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TSOH Investment Research
"Always Looking For Context"
Macro Factors and Long-Term Investing
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TSOH Investment Research
2
"There Aren't Many See's Candies"
“Through watching See’s, I gained a business education about the value of powerful brands that opened my eyes to many other profitable investments.”
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TSOH Investment Research
GEICO: The Gecko Stumbles
At the 1996 Berkshire Hathaway shareholder meeting, Warren Buffett and Charlie Munger were asked about GEICO (at the time, the seventh largest U.S.
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TSOH Investment Research
7
"Regardless Of Price"
Warren Buffett and Coca-Cola
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TSOH Investment Research
4
"The Right Way To Run An Insurance Company"
National Indemnity: "Just A Little Different"
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TSOH Investment Research
The Oracle and OXY: "The World Has Changed"
Last week, Berkshire Hathaway filed a Form 4 disclosing it purchased another 4.3 million shares of Occidental Petroleum (OXY) for ~$250 million…
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TSOH Investment Research
4
Portfolio Change - 03/11/2022
As noted in this morning’s write-up, I’ve decided to make a few portfolio changes in response to recent market volatility. This was my portfolio…
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TSOH Investment Research
4
"A Better Long-Term Home"
Last Saturday was a holiday for value investors: the annual release of Warren Buffett’s letter to the shareholders of Berkshire Hathaway.
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TSOH Investment Research
2
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