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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.
✅ Your daily 2-minute breakdown of how great companies work. Build a mental database of business models, spot true competitive advantages faster, and finally compare opportunities with clarity. Let your knowledge compound every day. (PS: check spam inbox)
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.
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.
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.
