MI159: The Science of Hitting w/ Alexander Morris

IN THIS EPISODE, YOU’LL LEARN:

• 03:00 - The initial things Alex looks at when analyzing a company.
• 08:37 - Why paying up for quality companies is acceptable for long-term investors.
• 11:33 - How ROIC plays a role in Alex’s investment decisions.
• 13:58 - What the objective of Alex’s portfolio is.
• 32:37 - Why Alex recently added Spotify to his portfolio.
• 35:59 - How Alex thinks about Spotify’s valuation and their path to profitability.
• 48:38 - The mistakes that Alex has learned over the years.
• And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Robert and Clay’s tool for picking stock winners and managing our portfolios: TIP Finance.
• Check out Alex’s Newsletter.
• Read Sven Carlsson’s book, The Spotify Play.
• Read Peter Lynch’s book, One Up on Wall Street.
• Read Peter Lynch’s book, Beating the Street.
• Read Berkshire’s shareholder letters.
• Related episode: MI149: Peter Lynch & GARP Investing w/ Robert Reynolds.
• Related episode: MI131: Richer, Wiser, Happier w/ William Green.
• Get a FREE audiobook from Audible.
• Check out our Investing Starter Packs about business and finance.

SPONSORS

Support our free podcast by supporting our sponsors:

• TurboTax
• Public
• Airbnb

Read this episode’s transcript and full show notes on our website.

Connect with Alex: Website | Twitter

Connect with Clay: Twitter

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