Community Spotlight: the Science of Hitting

Wait for the right pitch.

Good morning, investors!

Today, we’re exploring another financial newsletter within the Substack community: The Science of Hitting

Alex Morris, the newsletter’s author, is a long-term investor, CFA Charterholder, and former buy-side equities analyst. Alex treats investing like Ted Williams approached hitting — waiting for the right pitch.

TSOH is a paid newsletter, but even Alex’s free content offers a wealth of insights. I’ve shared three free editions below, each of which I consumed in the same sitting.

Enjoy.

Learning to live with valuations that are "a little silly.”

"I Don't Defend This Logic"

An honest assessment of investment wins and losses — it’s rare to find an in-depth review of the latter.

Returns and Lessons Learned

An even more honest breakdown of TSOH’s investment philosophy.

My Investment Philosophy

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