Research on old-school businesses.
Research on old-school companies.
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
A generalist exploring the building blocks of investing, technology, psychology and society. I aim to write evergreen content to spark your curiosity and understanding big ideas that can transcend across different fields.
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".
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.