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".
I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.
