Following on my book, "Going Down Tobacco Road," about the R. J. Reynolds empire, I will share stories about the industry and its people. Occasionally, I will add thoughts on investing.
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I seek high-quality companies trading at attractive valuations. I conduct in-depth analysis to assess their fundamentals and long-term prospects, then closely monitor the valuation and performance of those I believe are exceptional businesses.
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly
Long ago in a tax bracket far, far away, I ran a team of analysts at a big bank. Now I run a team of columnists at a big financial newspaper. I’ve also written some books about money. Don’t worry–subscribing won’t cost you any.
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".
The Rational Walk publishes articles about a wide range of topics including business, politics, investing, personal finance, history, philosophy, and books.
Independent Investment & Economic Researcher. Stocks, bonds & more. U.S. and Switzerland focus. Differentiated reports, deep dives, trading ideas, charts. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
