Recommended by Todd Wenning
Long-term investment research with 100% portfolio transparency. TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
Alex has a knack for finding what makes companies special. He regularly finds a compelling "hook" about a business that I hadn't considered before. He's a fine writer and a thoughtful investor whose work I admire.
Small-cap / micro-cap stock ideas. Concise, easy to read. Value investing, GARP, special situations, contrarian, hidden gems.
Nat has such a unique way of looking at businesses and investing, is a crystal-clear writer, is an independent thinker, and is a genuinely nice and thoughtful person. I value his opinion immensely.