scuttleblurb

Investment Research

Comprehensive research on great public companies.

Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.

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, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

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.

Essays about buildings, infrastructure, and industrial technology.

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

A romantic's takes on writing, life, and money. Wrestling with spirituality. Writing as a portal to personal transformation.

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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