My personal Substack.
Personal views only.
Actually, not even personal views.
I don't even know what my personal views are anymore.
It doesn't matter.
Read anyway!
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.
Hi! I'm Sarah Tavel. I've been writing since 2006. This newsIetter is something new I'm trying and I hope will become my new permanent home. Will share thoughts on tech trends, company building, and startups generally.