Weekly content for business owners & deal makers. Get the inside scoop from a small business acquirer & operator. We share everything from deal sourcing, portfolio operations, maximizing cash flow, and generating return on investment.
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".
Detailed write-ups and updates on 65+ public companies that have high return on incremental capital & long runway for reinvestment, i.e. "Good Businesses"
Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
