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Fund manager interviews and stock pitches
TSOH Investment Research Service
By Alex Morris (TSOH Investment Research)
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Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
Analyzing Good Businesses
By YHamilton
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Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment
Investment Talk
By Conor Mac
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Essays about the stock market, finance, and human behaviour.
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