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Jeff Santoro
Co-host of The Smattering Podcast and YouTube channel. Writer for @TheMotleyFool
53 following29 followers
Podcast with Alex from TSOH
Hey Commonstock

This week’s podcast was an interview with Alex Morris from @tsoh_investing

We hope you enjoy it!

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74. Investing With a Pro: Alex Morris of TSOH Investment Research Service by Investing Unscripted
There are a lot of investment and personal finance websites, newsletters, and supposed "experts" out there. Some are great, while others are, well, not so great.  In this week's show, Jason and Jeff are joined by Alex Morris, a former equities analyst who left Wall Street to start his own stock research newsletter, TSOH Investment Research Service. In their conversation, Alex shares his thoughts on the space, his investing process, advantages that we have as individual investors, and some of his favorite stocks right now. He also talks about some of his biggest investing mistakes, what he's learned, and his evolution as an investor.  Companies mentioned: AAPL, COCO, COST, DG, FQVTF, MSFT, ROKU Find Alex on Twitter: https://twitter.com/TSOH_Investing  TSOH Investment Research Service:  https://thescienceofhitting.com/  We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @smatteringshow  Check out our YouTube channel for more content:  https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio2023

What My Job Taught Me About Investing
On this week's show, @thesmattering and I talk about what our jobs taught us about investing.

What has your job taught you about investing?

Spotify for Podcasters
69. What My Job Taught Me About Investing by Investing Unscripted
Investing is hard, and a lot of people go into it without any formal training. And as a result, lots of mistakes get made, particularly when it comes to investing in stocks. But that doesn't mean most of us don't come with some skills that cross the divide between day job and weekend investing warrior. In this week's show, Jason and Jeff share some of their own work experiences, how they've helped them be better investors, and in some cases, maybe didn't help (such as being a public school administrator, like Jeff).  In the second part of the show, we take a look back at the August (despite Jeff's best efforts to insist July happened again) results of the 2023 Smattering Portfolio Contest! One take that Jeff and Jason both share: By and large, we would happily take the results of this contest in our own portfolios. It's been a good eight months for our stocks.  Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/ We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @smatteringshow  Check out our YouTube channel for more content:  https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio2023

The Magnificent(er) Seven
On this week’s episode, @thesmattering and I picked alternatives to the Magnificent Seven stocks. How’d we do?

Spotify for Podcasters
68. The Magnificenter 7 by Investing Unscripted
The "magnificent seven" stocks – the seven largest U.S. stocks by market cap – have had an incredible year. Even the worst-performing of the bunch (Microsoft) has gained 35% this year, more than double the ~15% returns of the S&P 500. Considering that these 7 companies make up more than one-quarter of the market cap of the S&P 500, it's no surprise it's been a good year for stocks. But Jeff and Jason think they can do even better. In this week's episode, they each pick alternatives to the "magnificent seven," in a little competition we are calling The Magnificenter Seven. We're even keeping score! Check out the link to the 2023 Smattering Portfolio Contest for more, and share your own picks. If you think you can do better, that is… Because Jason talks SO much, this is the only top of this week's show. Looking for the monthly update to the 2023 Smattering Portfolio Contest? Since we pre-recorded this episode and will be away at month-end, tune back in next week for a slightly late review of the contest.  Companies mentioned: AAPL, ADBE, AMZN, ASML, CFLT, DOCN, ENPH, GOOG, GOOGL, META, MSFT, NVDA, PINS, ROKU, SBUX, SEDG, SPG, TSLA, TTD, TXN Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/ We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @smatteringshow  Check out our YouTube channel for more content:  https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio2023

Is Being A Lazy Investor Better?
Take a listen to this week’s podcast episode and let me and @thesmattering know what you think:

Spotify for Podcasters
67. Is Being A Lazy Stock Picker Better? by Investing Unscripted
Being an active investor is hard. The reality is, humans are wired to do something. It's hard to stand by while our portfolios are doing, well whatever, and not feel the need to act. Stocks going up? Sell to lock in gains. Or maybe buy more! It's going up, after all! Stocks falling? Sell to cut the losses. Or maybe buy more! It's going to go back up, after all! But none less than Warren Buffett has made the case for being a lazy investor. He once wrote, "Benign neglect, bordering on sloth, remains the hallmark of our investment process," after all. But is Buffett really being slothful? And is the lazy approach really the right way to go? Jason and Jeff hash it out in this episode.  In the second part of the show, we wade into companies and social issues. What's an investor to do if a company takes a stand on a social issue? What if it backfires? Is there a right way to approach it or think about it as an investor? Jeff and Jason firmly grab the third rail of investing and talk through this subject.  Companies mentioned: AAPL, CMG, DIS, ETSY, MELI, NFLX, NVDA, SBUX, TGT, TXN Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/ We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @smatteringshow  Check out our YouTube channel for more content:  https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here:  https://tinyurl.com/Smatterfolio2023

Hey Jeff, another great episode for you two. Isn’t your theory of buying and then never looking/never selling the same as the coffee can approach that Christopher Mayer wrote about in 100 Baggers? Buy and never sell and statistically you know 7 out of 10 will fail, but the 3 that don’t will easily provide otherworldly returns.
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Podcast Mailbag
Not sure if anyone here has actually checked out our podcast, but either way…we’re doing a mailbag next week and this is the perfect place to ask for questions.

Anything you’d like answered? Just put it here in the replies!

What stocks do you own and why? It’s why i like commonstock.

It’s one thing to say you like $ASML the business. It’s another to show others 13% of your portfolio is in ASML.
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