TSOH Investment Research Service

Home
Archive
About
“Returns and Lessons Learned” wasn't self-flagellation; my objective was to highlight how mistakes planted the seeds for an evolution in my investment philosophy and research process.
The Science of Hitting
10
NewTopCommunity
An update on Peloton (PTON)
The Science of Hitting
At the 1996 Berkshire Hathaway shareholder meeting, Warren Buffett and Charlie Munger were asked about GEICO (at the time, the seventh largest U.S. auto…
The Science of Hitting
3
From the conclusion of “A True Category Killer”: “Based on everything that I’ve seen to date, Floor & Decor is a clear candidate for inclusion in the…
The Science of Hitting
3
From “The YouTube of Gaming?”: “This disconnect between my personal experience on the platform and the reported results is telling. It demands that we…
The Science of Hitting
2
From “Intense Focus” (December 2022 Home Depot deep dive): “A big question on [Home Depot] is whether the pandemic-related gains are sustainable; will…
The Science of Hitting
From “A Travel Revolution” (published November 2021): “Year to date, Airbnb has reported an adjusted EBITDA margin of 28% - just shy of the ‘30% or…
The Science of Hitting
4
An update on Spotify
The Science of Hitting
4
See all
TSOH Top Links
My Investment Philosophy
Airbnb Deep Dive
"I Don't Defend This Logic"
2021 Portfolio Review

TSOH Investment Research Service

AboutArchiveRecommendationsSitemap
© 2023 Alex Morris (TSOH Investment Research)
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing