This episode features Alex Morris of TSOH Investment Research.  You can find his Substack at <a href="https://substack.com/profile/10489671-the-science-of-hitting">https://substack.com/profile/10489671-the-science-of-hitting</a>.  In this episode, Alex and Bill have a casual conversation; mostly about media and cable. 
 
Through the conversation you will hear how Alex thinks about partnering with companies and management teams for the long term.  You will also hear how Alex thinks about competitive positions and strategic decision making. 
 
Alex is a wonderful person that is sharing his investment journey publicly.  We hope you enjoy the conversation and, should you decide to subscribe, enjoy his research as well. 
 
Thank you to @mathewpassy (on Twitter) for the show production. 
Please leave us a rating in your favorite podcast player!

This episode features Alex Morris of TSOH Investment Research. You can find his Substack at https://substack.com/profile/10489671-the-science-of-hitting. In this episode, Alex and Bill have a casual conversation; mostly about media and cable. Through the conversation you will hear how Alex thinks about partnering with companies and management teams for the long term. You will also hear how Alex thinks about competitive positions and strategic decision making. Alex is a wonderful person that is sharing his investment journey publicly. We hope you enjoy the conversation and, should you decide to subscribe, enjoy his research as well. Thank you to @mathewpassy (on Twitter) for the show production. Please leave us a rating in your favorite podcast player!

This episode features Alex Morris of TSOH Investment Research.&nbsp; You can find his Substack at <a href="https://substack.com/profile/10489671-the-science-of-hitting" rel="noopener noreferrer">https://substack.com/profile/10489671-the-science-of-hitting</a>.&nbsp; In this episode, Alex and Bill have a casual conversation; mostly about media and cable. 
 
Through the conversation you will hear how Alex thinks about partnering with companies and management teams for the long term.&nbsp; You will also hear how Alex thinks about competitive positions and strategic decision making. 
 
Alex is a wonderful person that is sharing his investment journey publicly.&nbsp; We hope you enjoy the conversation and, should you decide to subscribe, enjoy his research as well. 
 
Thank you to&nbsp;@mathewpassy (on Twitter) for the show production. 
Please leave us a rating in your favorite podcast player!

Alex Morris - TSOH Returns

Welcome to The Business Brew

This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. 

Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship.  And, as it turns out, people really like the podcast. 

While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others.  This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world.  

We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division.  So, if you are interested in participating please email us with the subject “Guest Appearance.”   

Disclaimer:  Bill manages a portfolio under the name of Sullimar Capital Group.  This podcast is for informational and educational purposes only.  Nothing in this podcast or on SullimarCapital.Group is investment advice.  All information in this is opinion based, potentially biased, and requires verification. 

Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved.  This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. 

This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions.  We are not your fiduciary or advisor.

Business

Investing

Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. Bill is a private investor. He cohosts the podcast Value: After Hours with Tobias Carlisle and Jake Taylor. Tobias, Jake and Bill met at a Berkshire Hathaway meeting and formed a lasting friendship. And, as it turns out, people really like the podcast. While Bill tries to replicate Warren Buffett and Charlie Munger’s thought processes, he is heavily influenced by Bill Miller III, Stan Druckenmiller, and others. This podcast is his attempt to dig deeper into other investing/business philosophies and share the knowledge with the world. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.” Disclaimer: Bill manages a portfolio under the name of Sullimar Capital Group. This podcast is for informational and educational purposes only. Nothing in this podcast or on SullimarCapital.Group is investment advice. All information in this is opinion based, potentially biased, and requires verification. Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.

Share Alex Morris - TSOH Returns

Sign up to save your podcasts

Alex Morris - TSOH Returns

Alex Morris - TSOH Returns

More shows like The Business Brew

We Study Billionaires - The Investor’s Podcast Network

The Meb Faber Show - Better Investing

Grant’s Current Yield Podcast

Capital Allocators – Inside the Institutional Investment Industry

Focused Compounding

Chit Chat Stocks

The Acquirers Podcast

Value Investing with Legends

Excess Returns

Value Hive Podcast

The Memo by Howard Marks

Yet Another Value Podcast

Business Breakdowns

Behind the Balance Sheet

Forward Guidance