The Business Brew

Alex Morris - TSOH Returns

Oct 28, 2022

01:41:14

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Highlights

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Episode notes

Cable Cable - What's the Addressable Market?

01:20

Air Quotes - The Right Way to Operate

01:02

The Opportunity Cost of the Bet Was Real

01:50

The Opportunity Cost of the Bet Was Real

02:01

Introduction

1min

The Science of Hitting Investing

2min

How Did You Find Investing?

2min

Are You a Good Investor?

5min

Cable Is the Best Value, Right?

2min

Buffett: Is Comcast a Good Idea?

5min

Cable Is a Wild Card, Right?

6min

Comcast Mobile Doesn't Know That I Moved

3min

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

4min

10.

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

4min

11.

Do You Think Dollar General Is the Better Investment?

2min

12.

Investing in the Curate Business

5min

13.

Why I Never Really Bet Twitter Hard

2min

14.

The Opportunity Cost of the Bet Was Real

2min

15.

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

2min

16.

Is It a Sales Conversion Issue?

2min

17.

Are Private Equity Public Funds a Good Idea?

2min

18.

Taking a Private Equity Approach to Public Markets

2min

19.

Why I Like Investing in Cure, Right?

2min

20.

Is There a Minutes Watch Problem?

2min

21.

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

2min

22.

What Do You Think of Mahaney's Book?

2min

23.

Is Mark Mahaney a Real Sell Side Analyst?

2min

24.

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

2min

25.

The Art, Not Never Sell

3min

26.

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

3min

27.

Microsoft in 2016 at 20 or 25 Times Earnings?

3min

28.

Value Investors Look at the Right Tail of Outcomes Growth

2min

29.

Is Peacock the Tree That Falled in the Woods?

2min

30.

Is Paramount Going to Compete With Netflix?

3min

31.

The Biggest Loss in Investing

2min

32.

The Trade Desk and CTV Are Connected TV

2min

33.

EVs Are Going to Continue to Take Share

3min

34.

Is NAFTA Going to Have a Good Run?

2min

35.

How to Communicate With Shareholders Day Before an Earnings Call?

4min

36.

What's Going to Be a Tough Period?

3min

37.

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

3min

38.

Is the Business Performing Well?

3min

This episode features Alex Morris of TSOH Investment Research. You can find his Substack at https://substack.com/profile/10489671-the-science-of-hitting. In this episode, Alex and Bill have a casual conversation; mostly about media and cable.

Through the conversation you will hear how Alex thinks about partnering with companies and management teams for the long term. You will also hear how Alex thinks about competitive positions and strategic decision making.

Alex is a wonderful person that is sharing his investment journey publicly. We hope you enjoy the conversation and, should you decide to subscribe, enjoy his research as well.

Thank you to @mathewpassy (on Twitter) for the show production.
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