Aug 4, 2022·edited Aug 4, 2022Liked by Luca Monk

Enjoyed the inaugural episode with Alex Morris:

Great takeaways(!) on (1) practically managing a long-term, concentrated equity portfolio and (2) the business owner (long-term fundamentals) perspective.

And always interesting to hear investor backstories.

( https://thescienceofhitting.com )

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If you see this -- thanks for reading and supporting Closingbell! If you have any feedback on the newsletter or podcast feel free to message me directly at luca@closingbell.co.

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