MI159: The Science of Hitting w/ Alexander Morris
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 14 April 2022
⏱️ 62 minutes
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Summary
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | You know, I'm very happy with the collection of assets that I own there. |
| 0:05.3 | So I think on a risk-adjusted basis, it's kind of a ballast in my portfolio, and it's something |
| 0:10.0 | that I expect to continue to deliver strong results. |
| 0:12.1 | But as I did here somewhat recently, as I find new ideas and things that I think are really |
| 0:17.3 | attractive, it's a place for me to at least look to source capital. |
| 0:24.5 | On today's episode, I'm joined by Alex Morris. Alex provides high-quality equity research with |
| 0:30.5 | deep-dive company analysis and complete portfolio transparency through his newsletter, The Science |
| 0:35.9 | of Hitting. Prior to working on his newsletter |
| 0:38.1 | full-time, Alex was an analyst for a registered investment advisor for 10 years. During the episode, |
| 0:44.3 | I chat with Alex about the initial things he looks for when analyzing a company. Why paying |
| 0:49.2 | up for a quality company is acceptable for long-term investors, how return on invested capital plays a role |
| 0:55.4 | in Alex's investment decisions, why Alex recently added Spotify to his portfolio, how he thinks |
| 1:01.8 | about Spotify's valuation and their path to profitability and much more. Alex brings a wealth |
| 1:07.5 | of knowledge and experience when it comes to value investing in today's market. |
| 1:11.0 | I hope you enjoy this insightful conversation with Alex Morris. |
| 1:15.7 | You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, |
| 1:21.3 | Robert Leonard and Clay Fink, interview successful entrepreneurs, business leaders and investors |
| 1:26.5 | to help educate and inspire the |
| 1:28.9 | millennial generation. |
| 1:33.9 | Hey, everyone. |
| 1:37.1 | Welcome to the millennial investing podcast. |
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