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Hosted by Alex Morris
Hosted by Alex Morris
Hosted by Alex Morris
Hosted by Alex Morris
Hosted by Alex Morris
Hosted by Alex Morris
7 episodes with Alex Morris
8 episodes with Alex Morris
6 episodes with Alex Morris
In this episode, Clay dives into Buffett and Munger Unscripted by Alex Morris. This book is a treasure trove of timeless investing wisdom from decades of Berkshire Hathaway annual meetings. The episode highlights Warren and Charlie's most powerful lessons on capital allocation, business quality, temperament, and how to achieve long-term investing success. Whether you're a lifelong Buffett fan or just stepping into the world of value investing, this episode is packed with insights you won't want to miss. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:48 - Why Buffett and Munger believe there's no such thing as non-value investment. 07:45 - Why Buffett avoids complex financial models and sticks to common sense. 08:05 - The traits that define a truly great business—and why those are so rare. 14:57 - How capital allocation drives long-term shareholder value and Berkshire's success. 24:29 - How Buffett thinks about share buybacks and dividends. 26:27 - The importance of understanding and trusting management and company culture. 38:53 - Why most of Berkshire's success came from just a handful of decisions. 49:48 - How Buffett and Munger handle market volatility and avoid emotional decisions. 56:26 - The role of temperament in investing and why intelligence alone isn't enough. 58:15 - Why short selling rarely works and why index funds are still a powerful tool. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Alex Morris' book: Buffett & Munger Unscripted. Alex's research service: The Science of Hitting. Book mentioned: The Essays of Warren Buffett. Mentioned Episode: TIP697: The Secret to Buffett's Business Success w/ Lawrence Cunningham. Mentioned Episode: TIP550: Masterclass w/ Mohnish Pabrai. Mentioned Episode: TIP693: The Power Law w/ Clay Finck. Mentioned Episode: TIP626: Intelligent & Rational Long-Term Investing w/ Francois Rochon. Mentioned Episode: TIP620: The Intelligent Investor by Benjamin Graham. Follow Alex on X and LinkedIn. Follow Clay on LinkedIn & X. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining AnchorWatch Found DeleteMe Fundrise Vanta The Bitcoin Way Indeed Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On this week's Stansberry Investor Hour, Dan and Corey welcome Alex Morris to the show. Alex is the founder of TSOH (The Science of Hitting) Investment Research and an author. TSOH, which boasts more than 20,000 subscribers, aims to generate attractive long-term returns while providing complete transparency on the research process, portfolio decision-making, and returns. Alex kicks off the show by discussing the inspiration behind his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights From the Berkshire Hathaway Shareholder Meetings. He goes in depth on what he learned from Warren Buffett and Charlie Munger in the process of crafting his book, including understanding incentives, management turnover, and which macroeconomic factors are important. (1:46) Next, Alex talks about the "pointed" questions Buffett and Munger got during the dot-com era from shareholders who doubted their abilities. Then he breaks down his own investing style, how that style has evolved over the years, and how he got interested in investing in the first place. This leads to a discussion about struggling retailer Five Below (which Alex is keeping an eye on to see if it can turn its business around) and Dollar Tree (which Alex owns and still likes today). (19:53) Finally, Alex delves further into the retail space. He discusses Costco Wholesale versus Walmart, the importance of retailers understanding their core customer base, why Dollar Tree is misunderstood, geographic retail strategies, President Donald Trump's tariffs, and a U.K.-based mixers company he finds attractive. (40:24)
On this week's Stansberry Investor Hour, Dan and Corey welcome Alex Morris to the show. Alex is the founder of TSOH (The Science of Hitting) Investment Research and an author. TSOH, which boasts more than 20,000 subscribers, aims to generate attractive long-term returns while providing complete transparency on the research process, portfolio decision-making, and returns. Alex kicks off the show by discussing the inspiration behind his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights From the Berkshire Hathaway Shareholder Meetings. He goes in depth on what he learned from Warren Buffett and Charlie Munger in the process of crafting his book, including understanding incentives, management turnover, and which macroeconomic factors are important. (1:46) Next, Alex talks about the "pointed" questions Buffett and Munger got during the dot-com era from shareholders who doubted their abilities. Then he breaks down his own investing style, how that style has evolved over the years, and how he got interested in investing in the first place. This leads to a discussion about struggling retailer Five Below (which Alex is keeping an eye on to see if it can turn its business around) and Dollar Tree (which Alex owns and still likes today). (19:53) Finally, Alex delves further into the retail space. He discusses Costco Wholesale versus Walmart, the importance of retailers understanding their core customer base, why Dollar Tree is misunderstood, geographic retail strategies, President Donald Trump's tariffs, and a U.K.-based mixers company he finds attractive. (40:24)
Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 11.4% on equities since its fund's inception on 2/28/1999, compared to 8.2% for the S&P 500. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:45 - The importance of being trusted for Warren Buffett and Chris Bloomstran 18:20 - Why you may want to own a 10-year treasury over the S&P 500 over the next decade 20:28 - How to estimate whether you're in a secular peak 27:43 - How active Berkshire should be on the boards of portfolio companies 36:03 - How to take a deep dive into Berkshire Hathaway's culture and business model 43:53 - What the intrinsic value of Berkshire Hathaway is, and what type of return you can get moving forward Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join Clay and a select group of passionate value investors for a retreat in Big Sky, Montana. Learn more here. Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Stig's 2024 interview with Chris Bloomstran about Berkshire Hathaway. Stig's 2023 interview with Chris Bloomstran about Berkshire Hathaway. Stig's 2022 masterclass with Chris Bloomstran on valuing Berkshire Hathaway. Chris Bloomstran's website. Read Chris Bloomstran's annual letters. Buffett resource on CNBC. Alex Morris' book, Buffett and Munger Unscripted – read reviews of the book. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock Found AnchorWatch Fundrise DeleteMe CFI Education The Bitcoin Way Vanta Shopify Indeed Onramp HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On this special two-part episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson speak with Barry Ritholtz to discuss his new book, How Not To Invest. Barry is the co-founder and Chief Investment Officer of Ritholtz Wealth Management, as well as the host of the popular Bloomberg podcast Masters in Business. Then at the 30:00 mark, the guys talk with Alex Morris to discuss his new book, Buffett and Munger Unscripted. Alex is the founder of The Science of Hitting Investment Research. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices
If you have 5 minutes this week, listen to this recap of my conversation with Alex Morris. My email is below.FULL EPISODE & FULL ARTICLE: https://bogumilbaranowski.substack.com/Also, it's super important! I'll be in Omaha in a few weeks, if you want to say hello, send me a quick email bogumil AT talkingbillions.co (not com) or if you just want to say hello, use the same email. Curious to hear from you! Lastly, if you like this 5-minute recap format, let me know, I might do it now and then with longer episodes!Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
Alex Morris, from the Australian Electoral Commission, with news on the options available for people who are blind or vision impaired to vote at the May 3rd Federal Election - including important dates and phone numbers. Australian Electoral Commission: Call 13 23 26 or go to: https://www.aec.gov.au/Voting/ways_to_vote/?gad_source=1&gclid=CjwKCAjwtdi_BhACEiwA97y8BECz3XpaVJZO2mEvuCI6j3lu3O1wF8s1WQgemBgA5CMoRAv8hxfTrBoCdOYQAvD_BwE&gclsrc=aw.ds See omnystudio.com/listener for privacy information.
Sam speaks with Alex Morris from the Australian Electoral Commission, here to tell us about a range of accessibility measures available to voters who are blind or have low vision casting their votes at the Australian federal election on May 3. We also feature some news and information, and Frances joins the show for a Reader Recommended.Support this Vision Australia Radio program: https://www.visionaustralia.org/donate?src=radio&type=0&_ga=2.182040610.46191917.1644183916-1718358749.1627963141See omnystudio.com/listener for privacy information.
Alex Morris, CEO at F/m Investments shares his insights on the gold action right now, and its prospects for the rest of the year. He also weighs in on inflation, instruments that are worth looking at right now, durations that he is opting for when it comes to treasury inflation protected securities, and his playbook for equities and energy. Presented by: Ryan HuangProduced by: Yeo Kai Ting (ykaiting@sph.com.sg)Photo credits: pixabay & its talented community of contributorsSee omnystudio.com/listener for privacy information.
Guest: Alex Morris - Founder of TSOH Investment Research and author of "Buffett and Munger Unscripted"Episode Focus: Buffett and Munger's investment philosophy, value investing principles, and business ownership mindsetKey Topics:Alex's journey into investing and discovery of Buffett/Munger's teachingsValue investing fundamentals - "getting a lot for the expectable future cash flows"The importance of quality management and proper incentivesHow interest rates and inflation impact investmentsTime horizons, volatility vs. risk, and Mr. Market psychologyThe right way to run an insurance business (National Indemnity case study)Finding purpose and meaning in investing beyond financial returnsNotable Quotes:"Warren says, 'Charlie and I think there is no other kind of investment than a value investment. We don't know how anybody would invest in a non-value investment.'""Interest rates basically are the value of assets, what gravity is to matter.""The room full of lawyers will not save you if you're dealing with the wrong people.""I look at someone like Satya Nadella at Microsoft... I have a sense for who he is. I'm very comfortable that... he has a broader vision and interest in the business.""If you come here just for the money, you might not stick around long enough to see the results of what this pursuit can do for you."Podcast Program – Disclosure StatementBlue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
What to learn from Buffett & Munger Unscripted, Alex Morris?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CEO and Mark Spindel, Senior Advisor for F/m Investments to discuss how TIPS work, why it was so hard to hedge inflation in 2022, difficulties around inflation-protected investing, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Learn more about your ad choices. Visit megaphone.fm/adchoices
Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire Annual Letter.You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNiChapters:[0:00] Introduction + Episode sponsor: Fintool[2:40] Alex's initial thoughts on Berkshire's 2024 annual letter[4:23] Was there anything different for Alex reading the letter this year (having worked on the Buffett book and spending a lot more time studying him and Berkshire)[6:52] Buffett's macro take on 2024[9:59] Would it shock Alex if this is Buffett's last letter and/or he retires at the annual meeting[14:10] Capital allocation - changing strategy on the horizon[21:17] Discussion on $OXY[24:43] Buffett addressing his mistakes[31:08] Japanese investments[37:22] Results in the insurance business[39:27] Thoughts on Class A / Class B structureToday's sponsor: FintoolFintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That's the old way of doing things before AI. With Fintool, you can ask any question and it's going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document.Now- if you've tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings.If you're an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280See our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. Enjoy the conversation! Helpful links: Amazon book page TSOH Investment Research Alex Morris is the founder of the TSOH Investment Research Service, a long-term focused equity research service with 100% portfolio transparency. He earned his undergraduate degree and MBA from the University of Florida and is a CFA Charterholder. Prior to founding TSOH Investment Research in 2021, Alex worked as a buyside equities analyst for ten years. He lives in Davie, Florida with his wife, Jessica, his son, Jack, and his dog, Elvis. Alex has been a Berkshire Hathaway shareholder since 2011 and has been to Omaha for multiple annual meetings. The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time. About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.
This podcast is a conversation with Alex Morris, who writes the Science of Hitting substack, where he performs deep dives & diligence into companies and posts real time updates about his personal portfolio. Alex is a returning guest, and I encourage you to check out our previous podcasts.Today we are talking about his new book, Buffett & Munger Unscripted. Alex did a deep dive into all of the annual meetings going back to 1994. He then curated Buffett and Munger's answers and assembled it into a book organized by specific topic. It's a great reference to go through and see Buffett and Munger's thoughts on various topics and how they have evolved over the years.Links* Buffett & Munger Unscripted: https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder-ebook/dp/B0DM7HSBQV/* The Science of Hitting Substack: * My first conversation with Alex: * My second conversation with Alex: DisclaimerNothing on this substack is investment advice.The information in this article is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this article and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this article is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
For over 30 years the Berkshire Hathaway Annual meetings were recorded. Munger and Buffett answered over 1700 questions from shareholders during that period. Alex Morris watched hundreds of hours of these meetings and then he gathered, organized, and edited the most interesting ideas into 450+ pages — all in Buffett and Munger's own words. I thought it would be fun to rip through a bunch of Munger and Buffett's best ideas very rapidly. It was. This episode is what I learned from reading Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings by Alex Morris.----Ramp gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud by going to Ramp and learning how they can help your business control your costs and save more. ----Vesto: All of your company's financial accounts in one view. Connect and control all of your business bank accounts from one dashboard. Go to Vesto and schedule a demo with the founder Ben. Tell him David sent you. ----Founders Notes gives you the ability to tap into the collective knowledge of history's greatest entrepreneurs on demand. Use it to supplement the decisions you make in your work. Get access to Founders Notes here. ----Join my free email newsletter to get my top 10 highlights from every book---- ----Founders Notes gives you the ability to tap into the collective knowledge of history's greatest entrepreneurs on demand. Use it to supplement the decisions you make in your work. Get access to Founders Notes here. ----“I have listened to every episode released and look forward to every episode that comes out. The only criticism I would have is that after each podcast I usually want to buy the book because I am interested so my poor wallet suffers. ” — GarethBe like Gareth. Buy a book: All the books featured on Founders Podcast
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
We kick off season 21 and the tenth year of The Cinematologists with a special conversation with Belgian filmmaker Tim Mielants about his work on recent release, Small Things Like These, written by Enda Walsh (Hunger) and starring and produced by Cillian Murphy. In the conversation, Neil and Tim discuss film form and style, particularly the use of close-up, space and the Gothic, masculinity, grief and how being an outsider can provide a unique take on the material and experiences of people from a place that is not one's own. Elsewhere, Neil and Dario dig down into this idea of who gets to tell whose stories, the role of audience and character perception in understanding a film's perspective, and they discuss the upcoming season, which marks a decade since the podcast started and features the usual broad range of topics, guests and points of entry, with a big name surprise early on! Thanks to Alex Morris from Alternate Current PR for setting this up. Small Things Like These is on digital platforms now and Blu-ray and DVD 3 February — You can listen to The Cinematologists for free wherever you listen to podcasts: click here to follow. We also produce an extensive monthly newsletter and bonus/extended content that is available on our Patreon page: https://www.patreon.com/cinematologists. You can become a member for only £3 per month. We really appreciate any reviews you might write (please send us what you have written and we'll mention it), and sharing on Social Media is the lifeblood of the podcast so please do that if you enjoy the show. — Music Credits: ‘Theme from The Cinematologists' Written and produced by Gwenno Saunders. Mixed by Rhys Edwards. Drums, bass & guitar by Rhys Edwards. All synths by Gwenno Saunders. Published by Downtown Music Publishing.
In this episode of the SaaS Sales Performance podcast, we are excited to welcome Alex Morris, Regional Director of Sales for EMEA at Instabase. Alex shares his passion for early-stage companies, where he thrives in entrepreneurial and fast-paced environments. He discusses the evolution of enablement functions, emphasising the need for a comprehensive go-to-market strategy. Alex highlights the importance of focusing on the basics, such as call recording and self-reflection, while also fostering creativity and ownership within sales teams. Discover his approach to involving customers in quarterly sales meetings to enhance understanding and care, and learn about his tailored leadership strategies for managing a dispersed EMEA team. Join us for an insightful conversation packed with practical strategies and leadership wisdom from a seasoned sales leader.
Buffett and Munger Unscripted: A Conversation with Alex Morris Alex Morris, friend of the show (and IRL), author of TSOH Investment Research stops by to discuss his new book "Buffett and Munger Unscripted." 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
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new book Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. They discuss: (02:55) Inspiration Behind the Book (05:04) Target Audience for the Book (06:59) Compiling Insights from Annual Meetings (09:40) Repetitive Themes in Buffett and Munger's Talks (11:43) Favorite Timeframes of Meetings (13:17) Key Lessons from the Book (13:46) Incentive Structures in Business (21:09) Continual Learning as an Investor (24:36) Avoiding Difficult Decisions (28:10) Lessons Learned About Buffett and Munger (30:28) Understanding Buffett and Munger's Philosophy (33:43) Applying Lessons from Buffett and Munger (35:08) The Debate on Diversification vs. Concentration (37:14) Interpreting Investment Styles and Risk (40:18) Exploring TSOH Investment Research (46:01) Future Coverage and Insights on Companies BUY THE BOOK OUT NOW: https://www.amazon.com/Buffett-Munger-Unscripted-Investment-Shareholder/dp/1804090670 TSOH Investing Research Service: https://thescienceofhitting.com/ ***************************************************** JOIN OUR FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Sign-up for a bond account at Public.com/chitchatstocks A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to bluechippersclub.com and hit apply! ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss his first book, "Buffett and Munger Unscripted." You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: https://amzn.to/4asUWNi Chapters: [0:00] Introduction + Episode sponsor: Fintool [3:03] Why Alex decided to write "Buffett and Munger Unscripted" [7:53] When did the repetition build up (speaking to organization of the book) [10:23] Incentives and ethical guardrails [21:10] Biggest differences about Buffett over the last 20-30 years [29:53] Nike [39:14] Is there an industry that Berkshire hasn't really invested in after all of Alex's research [41:56] Wal-Mart and Costco [45:27] Predictability and cyclical businesses [49:11] Alex's view of Buffett's thoughts on the market these days [51:55] Parallels between Berkshire to Markel [55:42] Banks [1:04:22] Andrew's thoughts on Academy Sports + Outdoors, and the space in general Today's sponsor: Fintool Fintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That's the old way of doing things before AI. With Fintool, you can ask any question and it's going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document. Now- if you've tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you're an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280
During the 1st service Alex Morris delivers a message out of Luke 21 verses 15-17. Listen in as Alex shares how the path that we are on is the path the God has us on for His Plan. Keep It Real. Keep It Jesus. To learn more visit https://www.reallifesango.com
In this company focused interview, we talk with The Science of Hitting's Alex Morris on the Dollar Tree, Netflix, Disney, Match Group, Airbnb, and Spotify, in addition to touching on thoughts around when to exit a postion and how to stay open to new information. The Science of Hitting Research (or TSOH for short) is an investment research service that provides subscribers in-depth analysis on public equities. Learn more about it here. You can purchase Alex's new book, Buffett and Munger Unscripted, which curates decades of Berkshire Hathaway Annual Meeting wisdom here. *~*~*~*~* Get access to all of Speedwell Research's in-depth Research Reports here. If you need help getting Speedwell added as an approved research vendor for your investment firm, please reach out to info@speedwellresearch.com -*-*-*-*-*-*-*-*-*-*- Show Notes (0:44) — The Science of Hitting Research ( 5:01) — Confidence in a Circle of Competence vs Consumer Fickleness (8:21) — Dollar Tree: Does macro impacts mean the consumer value prop is weak? (32:17) — SVOD, 21st Century Fox, and a Netflix Case Study (40:57) — Why couldn't Disney beat Netflix? (47:16) — When stock valuations drive business operations (53:43) — How to think about valuation and when to sell (1:06:44) — Match Group and the Dating Industry (1:20:11) — Airbnb thoughts and Brian Chesky's Moonshot (1:32:46) — Mistakes, Spotify (1:39:40) — Good News, Page 379 is Free, and I Don't Know (1:41:43) — Conclusion -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here *~*~*~*~* Follow Us: Twitter: @Speedwell_LLC Threads: @speedwell_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -*-*-*-*-*-*-*-*-*-*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
In this episode of The Cash Flow Academy Podcast, Andy Tanner is joined by Alex Morris, author of Buffett and Munger, Unscripted. Alex shares his journey in compiling three decades of insights from Berkshire Hathaway shareholder meetings, uncovering the investment philosophies of Warren Buffett and Charlie Munger. The discussion highlights their unscripted wisdom, offering a glimpse into their temperament, approach to risk management, and evolving strategies over time. From Coca-Cola to Apple, Morris unpacks how Buffett and Munger's decisions have shaped their legacy. Whether you're new to investing or a seasoned pro, this conversation offers timeless lessons from two of the greatest minds in finance.
Alex Morris starts out the Advent season with the reflection on Hope and delivers a message out of Matthew Chapter 1 verses 18-25. Listen in as Alex walks us through the genealogy of Jesus and gives us a reminder of the reason for celebrating Christmas. Keep It Real. Keep It Jesus. To learn more visit https://www.reallifesango.com
Anyone can buy a stock in a public company, but not all shareholders are equally committed to a company's long-term succes. Today's companies need quality shareholders, or shareholders who buy large stakes and hold for long periods. Lawrence Cunningham explains why in his book — Quality Shareholders: How the Best Managers Attract and Keep Them. When it comes to corporate governance, there is no one better to learn from than Lawrence. He's the Director of the John Weinberg Center for Corporate Governance at the University of Deleware. He's also the vice chairman of the board of Constellation Software and a Director at Markel and Kelly Partners Group. Cunningham has also written a number of other excellent books, including Quality Investing, Berkshire Beyond Buffett, Margin of Trust, and The Essays of Warren Buffett. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:33 - What constitutes a quality shareholder versus other types of shareholders? 17:18 - The edge that quality shareholders bring in terms of their investment approach. 24:37 - How quality shareholders impact the share prices of public companies. 43:02 - What managers can do to attract and retain such shareholders. 43:02 - How quality shareholders view executive compensation. 54:52 - The number one job of the board in delivering value to shareholders. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Cunningham's books: Quality Shareholders, Berkshire Beyond Buffett, Dear Shareholder, Margin of Trust, Quality Investing, and The Essays of Warren Buffett. Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page. Related Episode: Listen to MI305: Exploring the DNA of Quality Businesses w/ Lawrence Cunningham, or watch the video. Related Episode: Listen to TIP330: Warren Buffett w/ Lawrence Cunningham, or watch the video. Related Episode: Listen to RWH013: Move Slow, Win Big w/ Thomas Russo, or watch the video. Related Episode: Listen to TIP626: Intelligent & Rational Long-term Investing w/ François Rochon, or watch the video. YouTube Interview with Brett Kelly. Alex Morris's new book: Buffett & Munger Unscripted. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Public Fundrise TastyTrade The Bitcoin Way Connect Invest American Express ReMarkable Toyota Onramp Facet SimpleMining Vanta Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On today's show, we are live from Chicago with Alex Morris, Chief Investment Officer of F/m Investments to discuss why investors are still crowded on the short end of the curve, thoughts on why rates went up following a Fed cut, why credit spreads have remained so tight, not taking advice from hedge fund managers, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Pismo Beach Today 11/10/2024 12p: Rod and Alex Morris tell Anita about the upcoming Senior Resource Fair. Produced by Jim Richards
Alex Morris of F/M Investments looks at the risks and opportunities in the fixed income markets as the easing cycle takes off.
STS Patreon: Https://patreon.com/SurvivingTheSurvivorSTS YouTube Channel: Surviving The Survivor: #BestGuests in True Crime - YouTubeSTS Book on Audible: Https://www.audible.com/pd/Surviving-...STS Book on Amazon: Https://www.amazon.com/shop/surviving...STS Book (Hardcover Signed): https://premierecollectibles.com/waldmanSTS Merch Store: https://www.bonfire.com/store/sts-store/STS Website: https://survivingthesurvivor.com/All Things STS
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Jury selection for Donna Adelson's conspiracy and murder trial, which has drawn significant public attention, was halted when potential conflicts of interest involving her defense attorney were raised. The proceedings began with 100 potential jurors summoned to the Leon County Courthouse, but Judge Stephen Everett called for a recess to address these serious legal concerns. At the heart of the issue is attorney Daniel Rashbaum, who represents both Donna Adelson and her son, Charlie Adelson. Charlie has already been convicted in a related murder-for-hire case and is currently serving a life sentence. His involvement as a state witness in Donna's trial complicates the defense strategy, as questions arise regarding the potential for biased representation. On the eve of jury selection, Charlie Adelson's appellate attorneys filed a notice asserting that he was invoking his Sixth Amendment right to maintain the confidentiality of his prior communications with Rashbaum. They contend that Rashbaum should not be allowed to cross-examine Charlie, and neither should his co-counsel, Alex Morris. “Mr. Adelson would assert that his privilege, and the conflict of interest, applies to the entire defense team in Mrs. Adelson's case, and Mr. Adelson should not be subject to cross-examination by any member of the defense team who has been tainted by Mr. Rashbaum's knowledge and information,” said Charlie's appellate lawyers, Michael Ufferman and Laurel Cornell Niles. During the recess, Donna Adelson consulted with Adam Komisar, an independent attorney, about her options. Upon returning to court, she expressed her desire to retain Rashbaum and waived any claims regarding potential conflicts of interest. Komisar informed the judge, “She is in a position where she would not like to lose Mr. Rashbaum and is willing to give any waivers.” However, this waiver raises questions about the effectiveness of Komisar's potential cross-examination of Charlie if he is called as a witness. Komisar acknowledged that while he could not provide the same level of representation as Rashbaum, Donna preferred to move forward without delaying the trial. Judge Everett posed direct questions to Donna, ensuring she understood the implications of waiving her conflict claims. She affirmed her decision, and the judge stated he would take time to determine if her waiver was "legally sufficient." The complexities of this case extend beyond mere legal technicalities. Donna Adelson, aged 74, is the fifth defendant to face prosecution in the infamous case surrounding the murder of law professor Dan Markel in 2014. Prosecutors allege that the Adelson family sought to eliminate Markel to enable his ex-wife, Wendi Adelson, to relocate to Miami with their two sons. Wendi, Donna's daughter, is a key figure in this case, as her ties to both defendants heighten the stakes involved. Alongside Assistant State Attorneys Georgia Cappleman and Sarah Kathryn Dugan, Judge Everett is tasked with navigating these intricate legal waters. As the courtroom proceedings continued, Alex Morris emphasized to the judge that he had been "walled off" from evidence related to Charlie Adelson's case. Despite the ongoing complexities, Morris asserted that he was prepared to handle any cross-examination should Charlie testify. Assistant State Attorney Cappleman noted that while Charlie may not be called as a primary witness, the situation remains fluid and could change. Judge Everett reinforced the importance of effective representation, stating, “Your client has a right to effective representation at every single critical stage.” With about 900 potential jurors summoned for the trial, the upcoming days are critical in shaping the proceedings as Donna Adelson's fate hangs in the balance. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, Justice for Harmony Montgomery, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com
Hidden Killers With Tony Brueski | True Crime News & Commentary
Jury selection for Donna Adelson's conspiracy and murder trial, which has drawn significant public attention, was halted when potential conflicts of interest involving her defense attorney were raised. The proceedings began with 100 potential jurors summoned to the Leon County Courthouse, but Judge Stephen Everett called for a recess to address these serious legal concerns. At the heart of the issue is attorney Daniel Rashbaum, who represents both Donna Adelson and her son, Charlie Adelson. Charlie has already been convicted in a related murder-for-hire case and is currently serving a life sentence. His involvement as a state witness in Donna's trial complicates the defense strategy, as questions arise regarding the potential for biased representation. On the eve of jury selection, Charlie Adelson's appellate attorneys filed a notice asserting that he was invoking his Sixth Amendment right to maintain the confidentiality of his prior communications with Rashbaum. They contend that Rashbaum should not be allowed to cross-examine Charlie, and neither should his co-counsel, Alex Morris. “Mr. Adelson would assert that his privilege, and the conflict of interest, applies to the entire defense team in Mrs. Adelson's case, and Mr. Adelson should not be subject to cross-examination by any member of the defense team who has been tainted by Mr. Rashbaum's knowledge and information,” said Charlie's appellate lawyers, Michael Ufferman and Laurel Cornell Niles. During the recess, Donna Adelson consulted with Adam Komisar, an independent attorney, about her options. Upon returning to court, she expressed her desire to retain Rashbaum and waived any claims regarding potential conflicts of interest. Komisar informed the judge, “She is in a position where she would not like to lose Mr. Rashbaum and is willing to give any waivers.” However, this waiver raises questions about the effectiveness of Komisar's potential cross-examination of Charlie if he is called as a witness. Komisar acknowledged that while he could not provide the same level of representation as Rashbaum, Donna preferred to move forward without delaying the trial. Judge Everett posed direct questions to Donna, ensuring she understood the implications of waiving her conflict claims. She affirmed her decision, and the judge stated he would take time to determine if her waiver was "legally sufficient." The complexities of this case extend beyond mere legal technicalities. Donna Adelson, aged 74, is the fifth defendant to face prosecution in the infamous case surrounding the murder of law professor Dan Markel in 2014. Prosecutors allege that the Adelson family sought to eliminate Markel to enable his ex-wife, Wendi Adelson, to relocate to Miami with their two sons. Wendi, Donna's daughter, is a key figure in this case, as her ties to both defendants heighten the stakes involved. Alongside Assistant State Attorneys Georgia Cappleman and Sarah Kathryn Dugan, Judge Everett is tasked with navigating these intricate legal waters. As the courtroom proceedings continued, Alex Morris emphasized to the judge that he had been "walled off" from evidence related to Charlie Adelson's case. Despite the ongoing complexities, Morris asserted that he was prepared to handle any cross-examination should Charlie testify. Assistant State Attorney Cappleman noted that while Charlie may not be called as a primary witness, the situation remains fluid and could change. Judge Everett reinforced the importance of effective representation, stating, “Your client has a right to effective representation at every single critical stage.” With about 900 potential jurors summoned for the trial, the upcoming days are critical in shaping the proceedings as Donna Adelson's fate hangs in the balance. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, Justice for Harmony Montgomery, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com
Jury selection for Donna Adelson's conspiracy and murder trial, which has drawn significant public attention, was halted when potential conflicts of interest involving her defense attorney were raised. The proceedings began with 100 potential jurors summoned to the Leon County Courthouse, but Judge Stephen Everett called for a recess to address these serious legal concerns. At the heart of the issue is attorney Daniel Rashbaum, who represents both Donna Adelson and her son, Charlie Adelson. Charlie has already been convicted in a related murder-for-hire case and is currently serving a life sentence. His involvement as a state witness in Donna's trial complicates the defense strategy, as questions arise regarding the potential for biased representation. On the eve of jury selection, Charlie Adelson's appellate attorneys filed a notice asserting that he was invoking his Sixth Amendment right to maintain the confidentiality of his prior communications with Rashbaum. They contend that Rashbaum should not be allowed to cross-examine Charlie, and neither should his co-counsel, Alex Morris. “Mr. Adelson would assert that his privilege, and the conflict of interest, applies to the entire defense team in Mrs. Adelson's case, and Mr. Adelson should not be subject to cross-examination by any member of the defense team who has been tainted by Mr. Rashbaum's knowledge and information,” said Charlie's appellate lawyers, Michael Ufferman and Laurel Cornell Niles. During the recess, Donna Adelson consulted with Adam Komisar, an independent attorney, about her options. Upon returning to court, she expressed her desire to retain Rashbaum and waived any claims regarding potential conflicts of interest. Komisar informed the judge, “She is in a position where she would not like to lose Mr. Rashbaum and is willing to give any waivers.” However, this waiver raises questions about the effectiveness of Komisar's potential cross-examination of Charlie if he is called as a witness. Komisar acknowledged that while he could not provide the same level of representation as Rashbaum, Donna preferred to move forward without delaying the trial. Judge Everett posed direct questions to Donna, ensuring she understood the implications of waiving her conflict claims. She affirmed her decision, and the judge stated he would take time to determine if her waiver was "legally sufficient." The complexities of this case extend beyond mere legal technicalities. Donna Adelson, aged 74, is the fifth defendant to face prosecution in the infamous case surrounding the murder of law professor Dan Markel in 2014. Prosecutors allege that the Adelson family sought to eliminate Markel to enable his ex-wife, Wendi Adelson, to relocate to Miami with their two sons. Wendi, Donna's daughter, is a key figure in this case, as her ties to both defendants heighten the stakes involved. Alongside Assistant State Attorneys Georgia Cappleman and Sarah Kathryn Dugan, Judge Everett is tasked with navigating these intricate legal waters. As the courtroom proceedings continued, Alex Morris emphasized to the judge that he had been "walled off" from evidence related to Charlie Adelson's case. Despite the ongoing complexities, Morris asserted that he was prepared to handle any cross-examination should Charlie testify. Assistant State Attorney Cappleman noted that while Charlie may not be called as a primary witness, the situation remains fluid and could change. Judge Everett reinforced the importance of effective representation, stating, “Your client has a right to effective representation at every single critical stage.” With about 900 potential jurors summoned for the trial, the upcoming days are critical in shaping the proceedings as Donna Adelson's fate hangs in the balance. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on The Downfall of Diddy, The Trial of Karen Read, The Murder Of Maddie Soto, Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, Justice for Harmony Montgomery, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, The Murder Of Sandra Birchmore, and much more! Listen at https://www.truecrimetodaypod.com
"Great news! Lots of old people have chlamydia." This week, we discuss abstinence-only vs Leslie's sex education! (Where for some reason we have bananas, a cucumber, a pineapple AND a watermelon?) Also, this story line was based on a real discussion at this time - STD's were spreading everywhere through old folks homes. Thank you Alan Yang and Craig Zisk for giving us this gem of an episode.
Donald Trump checks all the boxes of a person with narcissistic personality disorder, but the mainstream press goes out of its way not to cover his apparent pathologies—and ends up normalizing them. George Conway wants to change the media narrative to stop the guy who only cares about himself from getting back in the Oval Office. Conway joins Tim Miller for the weekend pod. show notes: George's Anti-Psychopath PAC Rolling Stone piece by Alex Morris that George references Post story on whether Trump took a $10 million payout from Egypt Tim's playlist
Alex Morris returns to the podcast. I encourage you to listen to our first episode from a year ago where we discussed his investment philosophy and several of his holdings. Alex runs a Buffett-style concentrated portfolio where he buys high quality companies and holds for the long run. His returns have been very impressive in the past couple years, up by 35% in 2023 and 19% in Q1 alone.Companies discussed:* Dollar General* Fever Tree* Match Group* TKO Group* Meta* NetflixLinks.* Alex's Twitter feed: https://x.com/TSOH_Investing* The first podcast with TSOH from 2023: * The Science of Hitting Substack: DisclaimerNothing on this podcast is investment advice.The information in this podcast is for information and discussion purposes only. It does not constitute a recommendation to purchase or sell any financial instruments or other products. Investment decisions should not be made with this podcast and one should take into account the investment objectives or financial situation of any particular person or institution.Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor's own objectives, experience, and resources.The information contained in this podcast & show notes is based on generally-available information and, although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured, and such information may be incomplete or condensed.Investments in financial instruments or other products carry significant risk, including the possible total loss of the principal amount invested. This podcast, the host, and the guest do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This host & guest accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this content. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.securityanalysis.org/subscribe
Alex Morris delivers a message on Father's Day out of Romans 8 verses 14-15. Listen in as Alex leads us through the scriptures and shows us that we can look to our Heavenly Father as an example and how we should be modeling biblical traits with our children. Keep It Real. Keep It Jesus. To learn more visit https://www.reallifesango.com
On today's show, Ben Carlson and Michael Batnick are joined by Alex Morris, President and Chief Investment Officer of F/m Investments to discuss what duration, maturity, and convexity mean to a bond, the psychology of bond bear markets, why TIPS did not perform as expected in 2022, differences between yield to maturity and the 30-day SEC yield, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Alex Morris delivers a message this morning about love turn to 1 Peter 4 verses 7-11 and listen in as Alex talks about how we need to be uninfluenced from outside sources and be zealous in showing love to those around us. To learn more visit https://www.reallifesango.com
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier (41:00) Spotify's Stock Performance and Future Prospects (55:23) Insights from the Piper Sandler Teen Survey (01:02:45) The Importance of Data and Financial Metrics in Analysis Find more from Alex here: https://thescienceofhitting.com/ ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Check out https://www.firmreturns.com/ for value-focused equity research Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
When FBI Special Agent Nikki Badolato arranged a live meetup with a man looking to 'rent' her infant daughter as part of a sting, she was shocked to see how presentable and 'normal' this 30-something man was. Now, after a two-decade career, Nikki and Rolling Stone journalist Alex Morris lay out the state of domestic human trafficking, how pedophile rings work, and what we should all know about the fight to save hundreds of thousands of children trafficked in the U.S. every year.
“We're playing pool with Captain Heart Attack here…” - Eric on this movie's police captain On this week's episode, we're kicking off the 2024 Listener Request Month with a dirty-ass 1970's-feeling cop movie that came out in 1989, Night Game! Why is Roy Scheider's character making such a big deal out of this gifted television set? Can that future mother-in-law just take it down a notch or two? Why is that police chief character looking like he's about to have a heart attack in every scene? Why does this movie focus so much on Roy Scheider's upcoming wedding? And is this actually a slasher movie? PLUS: Hilarious fuck-ups from famous serial killers! Night Game stars Roy Scheider, Karen Young, Richard Bradford, Paul Gleason, Carlin Glynn, Anthony Palmer, Alex Morris, Rex Linn, and Lane Smith as Witty; directed by Peter Masterson. This week's episode is brought to you in part by Bespoke Post! Get a free Mystery Gift with your first monthly shipment when you sign up at Box of Awesome DOT COM and enter the code WHM at checkout. That's Box of Awesome DOT COM, code WHM for a free Mystery Gift with your first monthly shipment. Box of Awesome DOT COM, code WHM! Be sure to catch us on tour this spring, gang! We'll be hitting Atlanta, Houston and Austin and we wanna see you come out! Head over to our tour page and get them tix! In Atlanta we're talking about Gerard Butler in Gamer, Houston is a W❤️M on Robocop 2, and in Austin we're doing another W❤️M celebrating the great Robert Rodriguez movie, From Dusk Till Dawn! Make the WHM Merch Store your one-stop shop for all your We Hate Movies merch-related needs! Including new Time Runner, Polish Decoy, ‘Jack Kirby', and Forrest the Universal Soldier designs!
Target reports earnings this morning as it comes off two straight quarters of same store sales declines. D.A. Davidson's Michael Baker tees up the results. Plus, it's Super Tuesday, with voters in more than a dozen states heading to the polls. Ned Davis Research's Ed Clissold explains. And, the Nasdaq 100 has gone more than 300 trading sessions without a pullback of 2.5% or more, the third longest stretch since 1990. F/M Investments' Alex Morris and Freedom Capital Markets' Jay Woods discuss.
On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities, the difficulty of forecasting, and why everyone got 2023 so wrong, utilizing spreads as a forecasting tool, why solving for corporate duration can be a useful risk management tool, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Donna Adelson, who faces charges in connection with the 2014 murder of her former son-in-law, Dan Markel, has taken a significant step in her legal defense by hiring a new team of attorneys. Her choice of legal representation has raised eyebrows, as it includes the attorney who defended her son Charlie Adelson during his trial. According to documents posted by the Leon County Clerk, Donna Adelson has enlisted the services of Daniel Rashbaum, the attorney who led her son Charlie Adelson's defense, and Tallahassee-based attorney Alex Morris. This move marks a significant development in her legal battle as she faces serious charges of murder, conspiracy, and solicitation in the high-profile case. The substitution of counsel motion filed by Rashbaum and Morris was approved by Circuit Judge Stephen Everett, paving the way for them to replace Donna Adelson's previous attorney, Marissel Descalzo of Miami. This decision comes as the case against Donna Adelson unfolds and enters a critical phase. A case management hearing, originally scheduled for a recent date, had to be canceled due to severe weather conditions that prompted the closure of all courts in the Second Circuit. A new date for the hearing has not yet been set, but it remains an important event in the legal proceedings. Donna Adelson's legal team is not only advocating for her but also making a strong statement about her innocence. Attorney Alex Morris emphasized that Donna Adelson is a mother, grandmother, and wife who vehemently denies any involvement in the alleged criminal conspiracy to kill Dan Markel. Charlie Adelson, her son, was found guilty and sentenced to life in prison for his role in the murder-for-hire plot. He had been convicted of hiring hitmen to carry out the murder of Dan Markel, who was embroiled in a contentious custody battle with Charlie's sister, Wendi Adelson. In response to the charges against Donna Adelson, Morris stated, "Donna Adelson had absolutely nothing to do with Mr. Markel's homicide, and the evidence demonstrates this. The State's efforts to prosecute Mrs. Adelson are not supported by the evidence. We look forward to getting this matter to trial as quickly as possible in the coming months." The case management hearing that was canceled due to adverse weather conditions has been rescheduled for January 30. Donna Adelson's legal team is determined to pursue her defense vigorously and work towards clearing her name in the ongoing legal battle. Donna Adelson is the latest individual to face charges related to Dan Markel's murder, with four others, including her son Charlie, already convicted and sentenced to prison. The case continues to garner significant attention as it unfolds in the courtroom, with legal proceedings expected to intensify in the coming months. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, Justice for Harmony Montgomery, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, and much more! Listen at https://www.truecrimetodaypod.com
Hidden Killers With Tony Brueski | True Crime News & Commentary
Donna Adelson, who faces charges in connection with the 2014 murder of her former son-in-law, Dan Markel, has taken a significant step in her legal defense by hiring a new team of attorneys. Her choice of legal representation has raised eyebrows, as it includes the attorney who defended her son Charlie Adelson during his trial. According to documents posted by the Leon County Clerk, Donna Adelson has enlisted the services of Daniel Rashbaum, the attorney who led her son Charlie Adelson's defense, and Tallahassee-based attorney Alex Morris. This move marks a significant development in her legal battle as she faces serious charges of murder, conspiracy, and solicitation in the high-profile case. The substitution of counsel motion filed by Rashbaum and Morris was approved by Circuit Judge Stephen Everett, paving the way for them to replace Donna Adelson's previous attorney, Marissel Descalzo of Miami. This decision comes as the case against Donna Adelson unfolds and enters a critical phase. A case management hearing, originally scheduled for a recent date, had to be canceled due to severe weather conditions that prompted the closure of all courts in the Second Circuit. A new date for the hearing has not yet been set, but it remains an important event in the legal proceedings. Donna Adelson's legal team is not only advocating for her but also making a strong statement about her innocence. Attorney Alex Morris emphasized that Donna Adelson is a mother, grandmother, and wife who vehemently denies any involvement in the alleged criminal conspiracy to kill Dan Markel. Charlie Adelson, her son, was found guilty and sentenced to life in prison for his role in the murder-for-hire plot. He had been convicted of hiring hitmen to carry out the murder of Dan Markel, who was embroiled in a contentious custody battle with Charlie's sister, Wendi Adelson. In response to the charges against Donna Adelson, Morris stated, "Donna Adelson had absolutely nothing to do with Mr. Markel's homicide, and the evidence demonstrates this. The State's efforts to prosecute Mrs. Adelson are not supported by the evidence. We look forward to getting this matter to trial as quickly as possible in the coming months." The case management hearing that was canceled due to adverse weather conditions has been rescheduled for January 30. Donna Adelson's legal team is determined to pursue her defense vigorously and work towards clearing her name in the ongoing legal battle. Donna Adelson is the latest individual to face charges related to Dan Markel's murder, with four others, including her son Charlie, already convicted and sentenced to prison. The case continues to garner significant attention as it unfolds in the courtroom, with legal proceedings expected to intensify in the coming months. Want to listen to ALL of our podcasts AD-FREE? Subscribe through APPLE PODCASTS, and try it for three days free: https://tinyurl.com/ycw626tj Follow Our Other Cases: https://www.truecrimetodaypod.com The latest on Catching the Long Island Serial Killer, Awaiting Admission: BTK's Unconfessed Crimes, Delphi Murders: Inside the Crime, Chad & Lori Daybell, The Murder of Ana Walshe, Alex Murdaugh, Bryan Kohberger, Lucy Letby, Kouri Richins, Malevolent Mormon Mommys, Justice for Harmony Montgomery, The Murder of Stephen Smith, The Murder of Madeline Kingsbury, and much more! Listen at https://www.truecrimetodaypod.com
On today's Talk Your Book, Ben Carlson and Michael Batnick are joined by Alex Morris, CIO and President of F/m Investments to discuss: F/m Investments Opportunistic Income ETF, interest rate risk vs. credit risk, market cap weighting bonds, knowing when to sell a bond, and much more! Learn more about F/m Investments ETFs at: https://fmetfs.com/xfix/ Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
On today's show, Michael and Ben are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss: making bets on duration, risks on the short and long end of the treasury curve, finding asymmetries in the fixed income market, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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