Unconventional Value

TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder with 15+ years of investment experience. Paid subscribers receive weekly equity research and 100% portfolio transparency (prior disclosure of all trades).

Money, markets, and metaphors for life.

Detailed write-ups on 60+ public companies that have high return on incremental capital & long runway for reinvestment

Exploring frameworks for understanding economics, investing and finance.