Episode 21:
Interview with Alex Morris
In the 21st episode of Investing With The Whales, I interview Alex Morris, founder of TSOH Investment Research.
Follow Alex on Twitter and check out the TSOH newsletter.
Topics discussed: TSOH newsletter, attributes of quality companies, holding period, compounding power, research framework, current market, current portfolio, international stocks
Stocks covered in detail: SPOT, NFLX, PTON, RBLX, CELH
Stocks mentioned: NFLX, DIS, ABNB, MSFT, FND, DG