The Sleepwell Strategy

Data-driven investment newsletter about software, internet, and media businesses.

Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.

Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.

Fundamental research focused on overlooked companies and special situations.

Get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and many other legendary investors.

An investment blog with a two decade view

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.

I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.

Letters from Investors, Founders, and Operators.

Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

Yet Another Value Blog applies a modern value investor's eye to quirky special situations and investing.