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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.
Alex’s research is a genuine component to my research process. The equivalent to outsourcing an analyst.
Weekly Quotes from Earnings Calls
Imagine you hired a team of analysts to go and listen to all of the earnings calls you don't have time for, boil them down into bitesize nuggets and report back to you. That is what subscribing to the Transcript is like, and that's only the surface of what they deliver.
Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Not your typical financial newsletter. Devin's curiosity bleeds through writing style, structure and content-matter of Invariant. I am never quite sure what I will receive in my inbox, but it's always high quality and off the beaten track, and that's why I enjoy it.