Smells like shit, but tastes like rotten eggs...if you like that type of stuff
Smells like shit, but tastes like rotten eggs...if you like that type of stuff
I’ve managed capital for decades. I write to think about investing, playbooks, reflection, edge, and more. Everything here is underwritten...
Special situations, distressed securities, bankruptcy, litigation, and other quirky investments
Fundamental research focused on overlooked companies and special situations.
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".
Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.