Long-term investment research with 100% portfolio transparency and prior disclosure of all trades. TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
Alex is a fantastic business analyst, well worth subscribing to.
Tactile Fund LP makes long-term investments in companies with extraordinary physical assets. The Tactile Substack tracks the fund's progress and profiles its investment philosophy and holdings.
Your newsletter which covers the French small, mid and large caps by a British private investor living in France. Long term investor who does a forensic of every company owned or studied.
✅ Daily stock analysis for serious long-term investors.
One company a day, decoded via business model, moat, free cash flow, owner earnings, risks and valuation, so you can see what most investors miss.
Operators and ex‑CEOs analyzing companies like people who’ve run them, then timing entries with disciplined, technical trading. Unlock Market Potential and Swing to Financial Freedom.
A blog about investing, a place to share investment ideas, and a platform to discuss the connections between investing and the things I find interesting.
Adam is one of the most interesting investors out there, highly recommend reading his content.
More than research. The operational diary of a holding company executing deals, managing private/public assets, and investing in overlooked listed small caps.
Macro Mornings is a Top 1% investing newsletter globally, delivering investment strategies and macroeconomic trend analysis. Get weekly updates with clear and concise summaries of the most important market news.
