Thoughts on investing, tips on reading financial statements, book reviews and more from a former partner of a Tiger Cub. Here to help you improve your portfolio's performance.
TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder with 15+ years of investment experience. Paid subscribers receive weekly equity research and 100% portfolio transparency (prior disclosure of all trades).
A collaboration between Open Square Capital, an asset management firm with a thematic investment approach, and HFI Research, a market leading energy research service.
Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.
An ex-activist investor who writes about corporate governance, the power & friction of incentives, strategy, interpersonal board dynamics, activist fights, and other random topics.
