The Business Brew

Alex Morris - TSOH Returns

6 snips
Oct 28, 2022
Alex Morris joins Bill for a wide-ranging, wine-fueled conversation about cable’s value, Comcast’s competitive moves, and the upheaval reshaping traditional media. They also wander through investing’s art of holding on, costly bets on leveraged businesses, and the challenge of knowing when a promising company’s story has changed.
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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