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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI159: The Science of Hitting w/ Alexander Morris
Description: 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...