The Business Brew Alex Morris - Buffettology
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Jan 23, 2025 In this engaging discussion, Alex Morris, author of "Buffett and Munger Unscripted" and a key figure at TSOH Investment Research, shares insights from Berkshire Hathaway meetings. He reflects on the challenges of writing his book and emphasizes the importance of transparency in investment research. The conversation also explores investment strategies, focusing on long-term prospects for companies like Dollar Tree and the evolving dynamics of consumer brands. Humorously, he navigates the complexities of balancing personal life with professional ambitions.
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Family Matters
- Alex Morris's mom enjoys compliments about him, while his dad recently helped move furniture from Facebook Marketplace.
- This required physical exertion neither of them are accustomed to anymore.
Book Launch
- Alex Morris discusses his new book, "Buffett and Munger Unscripted," which compiles insights from Berkshire Hathaway meetings.
- He received endorsements from Bill Ackman, Bloomberg, and Bill Brewster.
Book Organization
- Alex Morris' book groups quotes by topic, revealing subtle differences in Buffett and Munger's thinking.
- He initially struggled to organize the material chronologically but later adopted a topical approach.
