Alex Morris - TSOH Returns

1

Introduction

00:00 • 1min

2

The Science of Hitting Investing

01:29 • 2min

3

How Did You Find Investing?

03:20 • 2min

4

Are You a Good Investor?

05:18 • 5min

5

Cable Is the Best Value, Right?

10:27 • 2min

6

Buffett: Is Comcast a Good Idea?

12:03 • 5min

7

Cable Is a Wild Card, Right?

17:26 • 6min

8

Comcast Mobile Doesn't Know That I Moved

23:02 • 3min

9

Cable Cable - When Do You Think You're Wrong?

25:40 • 4min

10

I've Been Trying to Get Andrew on the Pod. Please.

29:44 • 4min

11

Do You Think Dollar General Is the Better Investment?

33:26 • 2min

12

Investing in the Curate Business

35:52 • 5min

13

Why I Never Really Bet Twitter Hard

40:49 • 2min

14

The Opportunity Cost of the Bet Was Real

43:13 • 2min

15

I Don't Have a Password to My Portfolio, Right?

45:14 • 2min

16

Is It a Sales Conversion Issue?

47:08 • 2min

17

Are Private Equity Public Funds a Good Idea?

49:29 • 2min

18

Taking a Private Equity Approach to Public Markets

51:01 • 2min

19

Why I Like Investing in Cure, Right?

52:42 • 2min

20

Is There a Minutes Watch Problem?

54:21 • 2min

21

I'm a Little Drunk. I'll Pour Some More Wine.

56:04 • 2min

22

What Do You Think of Mahaney's Book?

57:41 • 2min

23

Is Mark Mahaney a Real Sell Side Analyst?

59:17 • 2min

24

The Art of Not Selling, I'll Call It That.

01:01:12 • 2min

25

The Art, Not Never Sell

01:03:13 • 3min

26

Can I Afford to Lose on a Beachfront Real Estate Investment?

01:06:19 • 3min

27

Microsoft in 2016 at 20 or 25 Times Earnings?

01:09:18 • 3min

28

Value Investors Look at the Right Tail of Outcomes Growth

01:12:37 • 2min

29

Is Peacock the Tree That Falled in the Woods?

01:14:20 • 2min

30

Is Paramount Going to Compete With Netflix?

01:15:54 • 3min

31

The Biggest Loss in Investing

01:19:09 • 2min

32

The Trade Desk and CTV Are Connected TV

01:21:33 • 2min

33

EVs Are Going to Continue to Take Share

01:23:29 • 3min

34

Is NAFTA Going to Have a Good Run?

01:26:20 • 2min

35

How to Communicate With Shareholders Day Before an Earnings Call?

01:27:58 • 4min

36

What's Going to Be a Tough Period?

01:32:19 • 3min

37

How Does Alex Determine When to Invest in or Sell a Position?

01:34:52 • 3min

38

Is the Business Performing Well?

01:38:08 • 3min