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.
Business Model Mastery is a easily digestible guide to mastering how businesses work. Build a mental database of companies, compare opportunities, and quickly assess business models with confidence, gaining an edge over other market participants.
Valuing Dutchman helps you see value where others don't
Turn market irrationality into opportunity with proven value investing strategies that filter out the noise.
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.
A personal and insightful take on the best quality businesses and interesting overlooked investments available in public stock markets both big and small.
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".
Alex is a fantastic business analyst, well worth subscribing to.
