Investment and valuation through a transparent process.
Non-professional individual investor intrigued by intrinsic valuation. My goal is to invest in temporary undervalued companies that have predictable and at least average or above average medium term prospects.
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".
Detailed write-ups and updates on 65+ public companies that have high return on incremental capital & long runway for reinvestment, i.e. "Good Businesses"