Alex Morris, Founder of TSOH Investment Research, discusses the 'Letting Winners Run' strategy, exploring hindsight bias, cash flow considerations, examples of timeless businesses, the role of management, position sizing, and dismissing banks as a source of letting winners run.

In this engaging discussion, guest Alex Morris, an expert on value investing, breaks down the intricate science of hitting and its surprising parallels to financial strategies. The conversation navigates the rollercoaster world of energy drinks, focusing on Monster's competitive landscape and its partnership with Coca-Cola. The hosts also unpack retail resilience in the face of inflation, Floor & Decor’s market position, and the cyclical nature of housing. Insights into consumer behavior and industry challenges offer a rich tapestry of investment wisdom.

The risk and ambiguity inherent in innovation can make employees shy away from it. Creating an innovation culture where risk-taking is embraced must start at the top. Most executives will agree that fear—of criticism, of uncertainty, of career consequences—can paralyze innovation. In this episode, three innovation experts discuss ways to create an environment of psychological safety that rewards creative initiative and destigmatizes failure. Laura Furstenthal, Alex Morris, and Erik Roth, all leaders in McKinsey’s innovation practice, are the co-authors of the recent article, Fear factor: overcoming human barriers to innovation. Join our LinkedIn community of more than 86,000 members.  Explore Inside the Strategy Room podcast transcripts episode transcripts on McKinsey.com  Discover our latest insights and join more than 92,000 influential professionals who are part of our LinkedIn community: https://www.linkedin.com/showcase/mckinsey-strategy-&-corporate-finance/See www.mckinsey.com/privacy-policy for privacy information

Ben Carlson and Michael Batnick are joined by Alex Morris, President and Chief Investment Officer of F/m Investments, to discuss bond concepts like duration, maturity, and convexity. They delve into the psychology of bond bear markets, TIPS performance, and differences between yield metrics. The conversation sheds light on navigating bond investments amidst rate fluctuations and the implications of higher rates on fixed income investors.

"Chit Chat Stocks" welcomes Alex Morris from the TSOH Investing Research Service and Francisco Olivera from Arevilo Capital Management. They discuss Netflix's Q4 earnings, their entry into sports entertainment with the WWE deal, the implications of the password-sharing crackdown and new advertising tier, video game goals, and the stock's valuation today. Find their work on Twitter.

Alex Morris, CIO of F/m Investments, discusses the 2024 rate cut possibilities, the difficulty of forecasting, and the use of spreads as a forecasting tool. They also explore the idea of an equal weighted AG index in the bond market and the difference between yield and coupon rate. The podcast emphasizes the importance of control and precision in bond investments.

Alex Morris, CIO and President of F/m Investments, discusses important topics including interest rate vs. credit risk in bond investing, market cap weighting bonds, and the resilience of credit markets. Podcast explores strategies for optimizing income and security in credit-based funds, as well as the potential drawbacks of cap-weighted index funds in the bond market.

Alex Morris, Co-Founder and CIO of the US Benchmark Series, joins the hosts to discuss making bets on duration, risks on the treasury curve, finding asymmetries in fixed income, and more! They explore trading strategies, bond purchases vs ETFs, impact of interest rate changes on bond prices and yields, buyers of institutional debt, and consensus on rates.

In today’s Soul Curriculum, Rohan speaks candidly with writer Alex Morris about how to become more comfortable asking for help. As Alex shares, it’s often our preconceptions of how we will be received that prevent us from reaching out. However, as Alex realizes in his own story, when we take the risk and acknowledge our need for help, people around us rise to our aid and can help make our world wider. Alex also reinforces the beauty of helping's reciprocal nature: How good it can feel to be honest both in the ways we need help, and the ways in which we are able to step up for others.Listen to Alex Morris' full episode of Meditative Story, "Dancing on my own": https://listen.meditativestory.com/AlexMorris_Nov10Each episode of Meditative Story combines the emotional pull of first-person storytelling with immersive music and gentle mindfulness prompts. Read the transcript for this story: meditativestory.comSign up for the Meditative Story newsletter: https://meditativestory.com/subscribeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Just out of school, writer Alex Morris gets a job performing and teaching improv comedy in London, playing absurd characters night after night. But his knack for hiding his true self starts long before he ever steps onstage. Alex is hiding a secret — one that only his family and a few close friends know: he’s slowly losing his sight. He shares a story about his struggles living with a degenerative eye disease and the lengths to which he would go to pretend he didn’t need help.Listen to Tony Tjan’s episode of Meditative Story, "Learning resilience from earth's edge": http://listen.meditativestory.com/TonyTjan_WWsFollow Alex on Instagram: https://www.instagram.com/alexinwriting/Each episode of Meditative Story combines the emotional pull of first-person storytelling with immersive music and gentle mindfulness prompts. Read the transcript for this story: meditativestory.comSign up for the Meditative Story newsletter: https://meditativestory.com/subscribeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.