Fundamental, long-term, long-only investing with disciplined risk management, and a focus on sustainable compound growth.
Eternally curious. Investing, books, thinking, business strategy, USMC vet. https://t.co/W6F8jAzYuL
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".