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".
Analyzing companies and sharing big ideas in Music, Consumer, Tech and Experiences. Sharing my journey as an investor in Public and Private markets. Will talk about anything that satisfies my never-ending curiosity.
