Edgy, actionable ideas that can be implemented in a day. In longer format research, I often say, "do your own work and think for yourself" but this doesn't require much work or thinking -- just quick takes that can add some expected value to busy readers.
This is the official Substack for the Compounders Podcast. This platform will be the home for longer form articles on investing, written interviews with investors and the periodic sharing of investment ideas.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 100+ interesting event-driven and special situations - each month.
Whether you are a banker, investor, or want to increase your banking knowledge, this subscription will give you the research, analysis and information to differentiate yourself and excel in all of those areas.
We meet with over 300 companies a year; many are garbage, some are okay, and sometimes we find a great business with a great management team at a great price. To be helpful and hopefully meet like-minded investors, we want to share our research with you.
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".
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
