DiscoverMillennial Investing - The Investor’s Podcast NetworkMI Rewind: The Science of Hitting w/ Alexander Morris
MI Rewind: The Science of Hitting w/ Alexander Morris

MI Rewind: The Science of Hitting w/ Alexander Morris

Update: 2024-09-06
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Description

Clay Finck chats with Alexander Morris about the initial things Alex looks at when analyzing a company, why paying up for quality companies is acceptable for long-term investors, how ROIC plays a role in Alex’s investment decisions, why Alex recently added Spotify to his portfolio, how Alex thinks about Spotify’s valuation and their path to profitability, and much more!

Alexander Morris provides high-quality equity research with deep dive company analysis and complete portfolio transparency through his newsletter, The Science of Hitting. Prior to working on his newsletter full-time, Alex was an analyst for an RIA for 10 years.


IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

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.

44:38 - The mistakes that Alex has learned over the years.

And much, much more!


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


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MI Rewind: The Science of Hitting w/ Alexander Morris

MI Rewind: The Science of Hitting w/ Alexander Morris

The Investor's Podcast Network