This episode features Alex Morris of TSOH Investment Research. You can find his Substack at https://substack.com/profile/10489671-the-science-of-hitting. In this episode, Alex and Bill have a casual conversation; mostly about media and cable.
Through the conversation you will hear how Alex thinks about partnering with companies and management teams for the long term. You will also hear how Alex thinks about competitive positions and strategic decision making.
Alex is a wonderful person that is sharing his investment journey publicly. We hope you enjoy the conversation and, should you decide to subscribe, enjoy his research as well.
Thank you to @mathewpassy (on Twitter) for the show production.
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