Alex Morris: Long-Term Buffett-Style Investing

This conversation is with Alex Morris, who writes The Science of Hitting substack, where he blogs about his concentrated Buffett style portfolio. He hunts for very high quality companies which he holds in a very concentrated 12-stock portfolio.

A noteworthy investment of his was Microsoft, which he has owned since 2011. He bought the stock when it was deeply depressed and has held through its extraordinary run.

I hope you enjoy our conversation.

Check out his substack, The Science of Hitting, for more information.

Disclaimer

Nothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products.  Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.

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