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Analyzing Good Businesses
By YHamilton
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Detailed write-ups on 55+ public companies that have high return on incremental capital & long runway for reinvestment
Capital Employed
By Jon Kingston
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Written interviews with fund managers talking about their favorite stocks.
Investment Talk
By Conor Mac
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Creating and curating a range of essays about life, the stock market and the companies within it.
TSOH Investment Research Service
By Alex Morris (TSOH Investment Research)
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TSOH is written by Alex Morris, a former buyside equities analyst with 10+ years of industry experience. Subscribers receive weekly investment research and 100% portfolio transparency, with the disclosure of all changes before they’re implemented.
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