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Innhold levert av Stig Brodersen and The Investor's Podcast Network. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stig Brodersen and The Investor's Podcast Network eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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MI159: The Science of Hitting w/ Alexander Morris

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Manage episode 325569617 series 2539397
Innhold levert av Stig Brodersen and The Investor's Podcast Network. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stig Brodersen and The Investor's Podcast Network eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

SPONSORS

Support our free podcast by supporting our sponsors:

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

Connect with Alex: Website | Twitter

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

623 episoder

Artwork
iconDel
 
Manage episode 325569617 series 2539397
Innhold levert av Stig Brodersen and The Investor's Podcast Network. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Stig Brodersen and The Investor's Podcast Network eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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

SPONSORS

Support our free podcast by supporting our sponsors:

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

Connect with Alex: Website | Twitter

Connect with Clay: Twitter

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

623 episoder

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