Buffett and Munger Unscripted: A Conversation with Alex Morris 
Alex Morris, friend of the show (and IRL), author of <a href="https://thescienceofhitting.com/" target="_blank" rel="noopener noreferer">TSOH Investment Research</a> stops by to discuss his new book <a href="https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder/dp/1804090670/ref=asc_df_1804090670?mcid=dc107b6b7a9e3736b9c1e2d1037e49c4&tag=hyprod-20&linkCode=df0&hvadid=708028798076&hvpos=&hvnetw=g&hvrand=11758600436439787548&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9011844&hvtargid=pla-2374524257745&psc=1" target="_blank" rel="noopener noreferer">"Buffett and Munger Unscripted.</a>" The book offers three decades of insights from Berkshire Hathaway shareholder meetings, grouped by topic area to provide a coherent understanding of Warren Buffett and Charlie Munger's investment wisdom. 
Alex shares his experience writing the book, including the extensive work involved and his communication with Berkshire. They also discuss various investment philosophies, the importance of transparency in investment research, and the challenges faced by consumer brands in today's market. 
Further, they reflect on the impact and potential risks of long-term investments in businesses like Dollar Tree and the complexities of analyzing brands like Jack Daniels. 
 
00:00 Welcome to the Business Brew 
00:06 Introducing Alex Morris and His New Book 
02:02 Personal Anecdotes and Family Stories 
05:15 The Journey of Writing the Book 
12:23 Insights on Buffett and Munger's Investment Strategies 
28:53 Discussion on Dollar Stores and Retail Landscape 
34:19 Analyzing Dollar Tree's Market Position 
36:06 The Value Proposition of Dollar Stores 
38:08 Comparing Retail Strategies 
39:23 Brand Value and Pricing Power 
41:14 Consumer Brands and Retail Dynamics 
44:27 Investment Strategies and Portfolio Management 
49:11 The Philosophy of Investing 
55:01 The Business of Writing and Publishing 
01:00:44 Reflections and Future Plans

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