TSOH Investment Research Service

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DG: Competitive Concerns?
Note: My fiancé and I tied the knot a few weeks ago, and we’re heading to California for our honeymoon (as a dutiful Berkshire Hathaway shareholder, I…
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The Science of Hitting
4
"In A Transitional Period"
An update on Home Depot (HD) and Floor & Decor (FND)
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The Science of Hitting
Position Sizing
From “Volatility & Portfolio Construction” (March 2022): “My approach to position sizing has room for improvement. While I question where it lands…
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The Science of Hitting
8
Airbnb: ADR's and Affordability
From “Capitalizing On Adversity” (February 2023): “In mid-2022, as Airbnb CEO Brian Chesky reflected on the company’s evolution since the beginning of…
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The Science of Hitting
4
“A Worrisome Circumstance”
An update on The Walt Disney Company
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The Science of Hitting
"Our Intent Is To Grow"
An update on Comcast and Charter
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The Science of Hitting
2
Meta: When It All Matters
From “Moving The Goal Posts” (November 2022): “If we assume FRL [Reality Labs] is worth negative $100 billion (rough guesstimate of cumulative losses…
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The Science of Hitting
1
TSOH Investment Research Service
TSOH Investment Research Service
TSOH is written by Alex Morris, a former buyside equities analyst with 10+ years of industry experience. Subscribers receive weekly investment research and 100% portfolio transparency, with the disclosure of all changes before they’re implemented.
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