scuttleblurb

Investment Research

Comprehensive research on great public companies.

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

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.

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.

Exploring money, meaning, and the mystery of life in the millennial matrix.

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 the industry.

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

Economics and other interesting stuff

Technically is a knowledge base for learning about software concepts.

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