Long-term investment research with 100% portfolio transparency (prior disclosure of all changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
We invest in high quality businesses that possess pricing power and a durable moat for sustained periods of time. These companies possess diversified and recurring streams of revenue, and will continue to compound from a long runway of reinvestment.
I'm on a mission to understand and learn how the world works. Join me to develop the skills and frameworks necessary to become a polymath, a neverending goal of mine.
