scuttleblurb

Investment Research

Exploring the long-term prospects of the businesses behind stocks.

TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder with 15+ years of investment experience. Paid subscribers receive weekly equity research and 100% portfolio transparency (prior disclosure of all trades).

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.

P(A|B) = [P(A)*P(B|A)]/P(B), all the rest is commentary.

Money, markets, and metaphors for life.

Exploration as a Service: Investing & business, science & technology, and the arts.

Financial sector insights from a former hedge fund manager with 25+ years experience analysing and investing in financial stocks.

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.

Economics and other interesting stuff

Technically explains software and hardware in a simple and engaging way so you can impress your boss or be more technical.

Like reading a 10-k, but way better.