Alex Morris

In this conversation, Alex Morris, founder of the TSOH Investment Research Service, shares insights from his book on Berkshire Hathaway’s shareholder meetings. He explores key investment principles and the challenge of distilling complex ideas into accessible narratives. Morris highlights the importance of cash flow dynamics and how technological perceptions influence investment choices. The discussion also covers Disney's strategic shifts, market confidence in retail, and the challenges of investment timing, offering a deep dive into the evolving nature of successful investing.

Barry Ritholtz, Co-founder of Ritholtz Wealth Management and author of How Not To Invest, shares insights on navigating the complexities of investing with transparency and humility. He emphasizes the impact of behavioral biases and the dangers of letting political sentiments dictate investment choices. Alex Morris, founder of The Science of Hitting Investment Research and author of Buffett and Munger Unscripted, adds his take on historical investment strategies and the relevance of lessons learned from past crises. Together, they discuss the importance of informed decision-making in a noisy market.

Alex Morris, Chief Investment Officer of F/m Investments, brings his expertise to the discussion, diving into intriguing financial trends. He explores why investors are clustered on the short end of the curve and examines the surprising rise in rates after a Fed cut. Morris also sheds light on the tight credit spreads and shares his thoughts on avoiding hedge fund manager advice. The conversation touches on the dynamics of money markets, the shift to private credit, and the government's approach to managing rising debt. A captivating blend of investment insights!

In this engaging discussion, Alex Morris, founder of TSOH Investment Research and author of 'Buffett & Munger Unscripted', shares valuable insights from Satya Nadella's 'Hit Refresh'. He emphasizes the role of empathy in leadership and the cultural transformation at Microsoft under Nadella. Morris dives into the necessity of adaptive leadership and discusses the relevance of finding your edge in equity research. Additionally, he explores the shift towards a growth mindset in the investment landscape, highlighting the importance of continuous learning in the ever-evolving market.

Alex Morris, founder of TSOH Investment Research and author of "Buffett and Munger Unscripted," shares captivating insights on value investing. He discusses the significance of quality management, interest rates, and how they influence investment strategies. Alex emphasizes the importance of a long-term mindset and understanding Mr. Market's psychology. He also highlights the joy of investing beyond mere profit, advocating for a passion-driven approach that fosters real fulfillment and meaning in the investment journey.