Episode 19: What I Learned From Over 600 Blog Posts, The Science of Hitting

Podcast
Written By Alex Barrow

Episode 19 is here! I'm excited to bring y'all my conversation with Alex (aka, The Science of Hitting). Alex is a both a writer and investor. When he's not thinking about which businesses to buy, he's writing about them on GuruFocus.Alex has over 600 blog posts on GuruFocus to date, a feat few others can claim. I've enjoyed Alex's content for years and getting the chance to chat with him about investing was a blast.Here's what we cover:

  • [0:00 - 6:00] Introduction
  • [7:00 - 14:00] Quality vs. Price
  • [15:00 - 23:00] TSOH's Investment Process (Soup to nuts)
  • [24:00 - 40:00] Can you pay too much for a quality business?
  • [42:00 - 57:00] Lessons Learned From 600+ Blog Posts
  • [60:07 - 70:00] Charles Schwab (SCHW) and Match (MTCH)
  • [71:00 - end] Short-term volatility and closing questions

I had a blast recording this podcast. I learned a ton and I know you will too.Do yourself a favor and follow TSOH on Twitter @TSOH_Investing. You can also check out his articles on GuruFocus here.Also, if you love the podcast, consider subscribing to our free, weekly value investing newsletter: The Value Hive.

Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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