Unconventional Value

Comprehensive research on great public companies.

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

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.

Letters from Investors, Founders, and Operators.

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment