TSOH Investment Research Service

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"Always Looking For Context"
Macro Factors and Long-Term Investing
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The Science of Hitting
2
Fever-Tree: A Premium Business?
Note: Subscription prices for the TSOH Investment Research service will increase after tomorrow’s market close (Tuesday, September 19th). If you sign-up…
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The Science of Hitting
TSOH Announcement
Prices for the TSOH Investment Research service are increasing on Tuesday, September 19th, after the market close. As a paid subscriber, this change…
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The Science of Hitting
“Moving Forward, Or Moving On”
Disney, Charter, and the future of the U.S. pay-TV business
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The Science of Hitting
2
Five Below: "Nothing But Upside"?
Monday’s post focused on Dollar General, which is currently facing significant business headwinds. Today’s discussion will focus on another retailer…
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The Science of Hitting
Dollar General: From Bad To Worse
In March 2023, the Dollar General investment thesis appeared intact. The company had reported +4% comps over the prior year (fiscal 2022), with 2023…
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The Science of Hitting
7
Airbnb: "Growth Mode"
From “A Bridge Too Far?” (November 2022): “These initiatives point to an important consideration that I think is key to Airbnb’s long-term success…
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The Science of Hitting
TSOH Investment Research Service
TSOH Investment Research Service
TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder with 15+ years of investment experience. Paid subscribers receive weekly equity research and 100% portfolio transparency (prior disclosure of all trades).
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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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