This conversation is with Alex Morris, who writes The Science of Hitting substack, where he blogs about his concentrated Buffett style portfolio. He hunts for very high quality companies which he holds in a very concentrated 12-stock portfolio.
A noteworthy investment of his was Microsoft, which he has owned since 2011. He bought the stock when it was deeply depressed and has held through its extraordinary run.
I hope you enjoy our conversation.
Check out his substack, The Science of Hitting, for more information.
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