• 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