The Intrinsic Value Podcast - The Investor’s Podcast Network MI159: The Science of Hitting w/ Alexander Morris
IN THIS EPISODE, YOU’LL LEARN:
- 03:00 - The initial things Alex looks at when analyzing a company.
- 08:37 - Why paying up for quality companies is acceptable for long-term investors.
- 11:33 - How ROIC plays a role in Alex’s investment decisions.
- 13:58 - What the objective of Alex’s portfolio is.
- 32:37 - Why Alex recently added Spotify to his portfolio.
- 35:59 - How Alex thinks about Spotify’s valuation and their path to profitability.
- 48:38 - The mistakes that Alex has learned over the years.
- And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
- Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
- Check out Alex’s Newsletter.
- Read Sven Carlsson’s book, The Spotify Play.
- Read Peter Lynch’s book, One Up on Wall Street.
- Read Peter Lynch’s book, Beating the Street.
- Read Berkshire’s shareholder letters.
- Related episode: MI149: Peter Lynch & GARP Investing w/ Robert Reynolds.
- Related episode: MI131: Richer, Wiser, Happier w/ William Green.
- Get a FREE audiobook from Audible.
- Check out our Investing Starter Packs about business and finance.
SPONSORS
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Read this episode’s transcript and full show notes on our website.
Connect with Alex: Website | Twitter
Connect with Clay: Twitter
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