A newsletter for high-achievers offering psychological insights and strategies to help you accept, explore, and harness your ambivalence: the conflicting thoughts and emotions that profoundly shape our lives.
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
Essays about the stock market, finance, and human behaviour.
Great in-depth analyses of consumer companies. Conor's coverage of Peloton was prescient, and well ahead of the company's eventual upheavals in late 2021 and early 2022
At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly
