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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.
Deep coverage of technology, China, and US policy with a focus on semis and AI.
We feature original analysis and reporting alongside interviews with leading thinkers and policymakers.