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July 26, 2016
Ryan Morris
, Meson Capital Partners LLC
President at Meson Capital Partners LLC
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Meson Capital Q2 2016 Letter
Meson Capital Q2 2016 Letter
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Ryan Morris
,
Meson Capital Partners LLC
Q2 update on revolutionizing electric motors
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We will never know what the business of our largest investment would have looked like if COVID-19 had not become a defining global phenomenon. Continue reading by clicking below
Jul 15, 2020
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Ryan Morris
,
Meson Capital Partners LLC
Solving the Hardest Problem in Short Selling
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Short selling is hard - we deep dive into the hardest short scenario - a 10X in one day against you. How to make a portfolio robust to this event?
Feb 05, 2020
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Ryan Morris
,
Meson Capital Partners LLC
Meson Q3 Update Summary
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Q3 investor letter summary teaser - machine learning for public markets investing and private investing using technology to transform industrial technologies and end pollution.
Nov 04, 2019
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Ryan Morris
,
Meson Capital Partners LLC
How My Passion For Energy Efficiency Turned Into My Biggest Investment Mistake
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Before I could put the work into developing technology to change our energy consumption for the better, I’d have to first focus my efforts on fossil fuel.
Oct 03, 2019
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Ryan Morris
,
Meson Capital Partners LLC
3 Principles From Warren Buffett To Set Your Company Up For Long-Term Success
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Unlike Gates or most others on the Forbes 400, Buffett didn’t make all his money on a single company or insight. It wasn’t dumb luck or impeccable timing. Instead, he had a “get rich slow” scheme to compound good business decisions over time.
Sep 03, 2019
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Ryan Morris
,
Meson Capital Partners LLC
Why did Tesla succeed where GM failed? Timing
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I joke often that flying cars and the Internet were patented in the 1800s. The ideas were there, but they were far too early to be practical.Understanding and predicting this price/performance curve is important because it can take years to develop.
Aug 20, 2019
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Ryan Morris
,
Meson Capital Partners LLC
Your Addictive Personality Can Help You Be More Productive. Here’s How
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I realized obsessing over interests didn’t have to be a bad thing—I just had to focus on better endeavors. If my story sounds all too familiar, then you should know your addictive personality doesn’t have to hold you back.
Jul 30, 2019
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Ryan Morris
,
Meson Capital Partners LLC
Ending Pollution Has Never Been More Important To Civilization. Technology Is Arriving Just In Time
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At a young age, I became hyper-aware of pollution. I grew up in Toronto, which is a relatively clean city. It’s certainly not Beijing but on hot windless days, we had smog warnings thanks to all the fossil fuel energy powering our civilization.
Jul 16, 2019
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Ryan Morris
,
Meson Capital Partners LLC
The Future Of Energy Efficiency Is Intelligent Systems
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For the past century, inefficient and unintelligent systems have been dictating energy consumption within most buildings in the world. Fortunately, the days of wasteful energy systems are numbered because intelligent HVAC systems are on the market.
Jul 02, 2019
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Ryan Morris
,
Meson Capital Partners LLC
My Days On The Oil Patch: What Working In Fossil Fuels Taught Me About Clean Energy Reform
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To solve a problem, you have to understand it. I certainly didn’t pick the easiest challenge when I got into clean energy, but I do have a habit of starting with the hardest problems and working backward (which is a story for another time).
Jun 18, 2019
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Ryan Morris
,
Meson Capital Partners LLC
Machine Learning for Long Term Investing
AQR, manager of $200bb+ fund is on the cover of Bloomberg Businessweek this month with an in-depth defence of their factor-driven investing approach. It's newsworthy because their main fund has declined 14% this year amid a rising market for its ...
Nov 16, 2018
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Ryan Morris
,
Meson Capital Partners LLC
Meson Capital Q1 2017 Letter
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Machine learning and automation technologies are transforming the world more rapidly than anything history has seen. The opportunities and challenges for the investment landscape are multitude which is why we have made a concentrated effort to ...
May 09, 2017
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Ryan Morris
,
Meson Capital Partners LLC
Board of Directors - First Principles at Public Companies
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There were hundreds of activist campaigns last year, often with the goal of making some change to the board of directors composition. Most investors focus on the business and management quality, what is so important about the board anyways? ...
Jan 04, 2017
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Ryan Morris
,
Meson Capital Partners LLC
Meson Capital Partners LLC Q3 2016 Letter
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Last month a great activist investor, whom we greatly admired, Ralph Whitworth passed away at the age of 60 after a battle with cancer. Whitworth co-founded of Relational Investors and most recently was the Chairman of HP, helping navigate it ...
Nov 04, 2016
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Ryan Morris
,
Meson Capital Partners LLC
Sept 7 noon - CFA SF Activist Investors: Driving Change in Corporate America
Anyone in SF interested in Activist Investing should join us at the CFA Society San Francisco at noon tomorrow wed sept 7 for an educational event with a fantastic panel.
Sep 07, 2016
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Ryan Morris
,
Meson Capital Partners LLC
Superinvestor Bulletin Interview Series - Meson Capital's Ryan Morris
http://seekingalpha.com/article/3991444-superinvestor-bulletin-interview-series-meson-capitals-ryan-... Summary Ryan Morris of Meson Capital was generous enough to sit down with us to answer a long list of questions on his investing process, past ...
Jul 26, 2016
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Ryan Morris
,
Meson Capital Partners LLC
Meson Capital Q1 2016 Letter
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Meson Capital Q1 2016 Letter +2.5% ytd
Apr 15, 2016
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Ryan Morris
,
Meson Capital Partners LLC
Meson Capital 2015 Annual Letter
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Meson Capital 2015 Annual Letter
Mar 05, 2016
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Finance as a People Business
Sponsored by Diamond Hill
Henry Song joins the Fifty Faces podcast to share his career path, market perspectives and views on bringing diversity of thought to the investment world. (35 min listen)
Listen now
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