Implied Expectations

Don't give in to the lies. Hold on to the truth!

Flyover Stocks is an investing newsletter that focuses on finding quality businesses with economic moats, led by talented stewards of shareholder capital. We will also discuss investing philosophy, strategy, portfolio management, and behavior.

A generalist exploring the building blocks of investing, technology, psychology and society. I aim to write evergreen content to spark your curiosity and understanding big ideas that can transcend across different fields.

Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".

Exploration as a Service: Investing & business, science & technology, and the arts.