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Airbnb: "Turning The Corner"
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
Disney 10-K Update
Earlier this week, Disney filed its annual report for FY23. In addition to the analysis shared after the release of the Q4 results (“Improve The Bottom…
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The Science of Hitting
"The Pace Of Getting There"
An update on Floor & Decor
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The Science of Hitting
Disney: "Improve The Bottom Line"
Note: Here’s the link to all prior Disney posts on the TSOH website Disney ended Q4 FY23 with 46.5 million domestic Disney+ subscribers, which was only…
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The Science of Hitting
2
Portfolio Change - 11/14/2023
Note: You can review all previous portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
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The Science of Hitting
Tinder's Melting Ice Cube?
From “Match Group: Maturation” (August 2023): “I think these risks are worth taking, and I’m encouraged that management is experimenting. The other…
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The Science of Hitting
4
Portfolio Change - 11/07/2023
Note: You can always review prior portfolio changes on the TSOH website As disclosed in today’s write-up, I’ve decided to make some portfolio changes…
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The Science of Hitting
TSOH Investment Research Service
TSOH Investment Research Service
Long-term investment research with 100% portfolio transparency. TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
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My Investment Philosophy
"I Don't Defend This Logic"
META: Phase Change
"Evolution Of A Value Investor"

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