• 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