TSOH Investment Research
My name is Alex Morris; I’m the founder of the TSOH Investment Research service and the author of “Buffett And Munger Unscripted”. I launched TSOH Investment Research in early 2021 after a decade in the finance industry as a buyside equities analyst. The objective of TSOH is to generate attractive long-term returns while providing complete transparency on my research process, portfolio decision-making, and outcomes / returns. (The portfolio disclosed to TSOH paid subscribers accounts for 100% of my family’s investable assets.)
What To Expect:
Paid subscribers receive:
Six write-ups per month (every Monday and every other Thursday)
Research reports on new ideas, including 100% transparency on my conclusion and investment decision (including financial models)
Periodic updates on current holdings and watch list companies
Prior disclosure of every portfolio change, with a detailed explanation for both sides of the transaction (what I’m buying, what I’m selling, and why)
Complete access to all prior investment research, including deep dives and updates on companies like ABNB, BRK.B, CELH, COST, DG, DIS, DLTR, FEVR, FND, GO, HD, META, MNST, MSFT, NFLX, NKE, ONON, RBLX, TKO, and more
Quarterly portfolio updates, which detail every position and its current weighting, along with trailing portfolio returns. (Historic returns for my portfolio were made available at the launch of the service; I consider all subsequent updates to be the intellectual property of TSOH subscribers.)
Through TSOH Investment Research , you can effectively hire a full-time equities analyst for just $499 per year or $99 per month (note that on any future TSOH price increases, you will be renewed at your original rate in perpetuity).
Sign-up now to become a TSOH Investment Research subscriber.
About Me:
CFA Charterholder with an MBA and undergraduate Finance degree
10 years as a buyside equities analyst (2011 - 2021); the TSOH Investment Research Service has been my sole professional endeavor since April 2021
600+ paid subscribers
Start Here:
This is an overview of my approach to investing.
After a near-death experience in 2020, Airbnb emerged from the pandemic with a renewed appreciation for focus and operational excellence (“a crucible moment for the company”). In this deep dive, I discussed Airbnb’s history, its competitive position, the economics / valuation, and my investment decision.
Netflix: “This Is When It All Matters”
This article highlights my thought process during a period where a business and its stock price are facing intense pressure. It should give you some insight into how I think and act during difficult situations - specifically, while being 100% transparency with TSOH subscribers and staying focused on the long-term.
To give you a sense for the companies and industries that I tend focus on, here’s a list of the research that was sent to TSOH subscribers over the past six months.
Feedback From TSOH Subscribers:
Thank you for considering the TSOH Investment Research Service. If you have any questions, please let me know (thescienceofhitting@gmail.com).
- Alex Morris (@TSOH_Investing)
