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.
Long-term investment research with 100% portfolio transparency and prior disclosure of all trades. TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
Since 1975, we've provided independent stock market research to some of the world's largest institutional investors. Here we provide you access to insights and stock market research from our experienced team. See our about page for more details.
Fund managers, writing about interesting companies and industries. We also share our TMM, flagging 30+ actionable event-driven and special situations - each week.
More than research. The operational diary of a holding company executing deals, managing private/public assets, and investing in overlooked listed small caps.
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.
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
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.
