PERSON DIRECTORY
Alex Morris
Alex Morris appears in 3 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
A tour through the media landscape with TSOH's Alex Morris
Netflix’s abandoned Warner Bros. bid exposed a discipline test: Alex Morris judged the price excessive because it transferred value Netflix itself would create to WBD shareholders.Paramount Skydance now faces a $100B+ integration in which linear businesses contribute over 50% of revenue and roughly 80% of EBITDA, after WarnerMedia-Discovery missed every major projection.Netflix may respond by accelerating sports and international expansion, while execution, regulation, and the unresolved reason for its withdrawal remain key watchpoints.
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter
Buffett’s 2025 letter may foreshadow Greg Abel’s succession, while cash buildup, the public-equity decline from $354 billion to $272 billion, and vanished buybacks signal unexplained caution.With Berkshire’s scale making meaningful minority investments scarce, the next leadership team may need a significant capital-allocation shift; insurance’s rise from roughly $5 billion to $25 billion and OXY’s stalled buying leave durability and strategy unresolved.
Alex Morris on what you can learn in his new book: "Buffett and Munger Unscripted"
Reading 30 years of Berkshire transcripts in sequence reveals a rational, consistent process while exposing errors that standalone commentary can hide.GEICO’s telematics misjudgment around 2012–2013 may have constrained managers, while Berkshire’s headquarters cash model risks underinvestment in uncertain businesses such as Dairy Queen and See’s.