TSOH Investment Research Service

My name is Alex Morris (also known as “The Science of Hitting” or TSOH).

I am a long-term investor and former buyside equities analyst, most recently as part of a four person team responsible for allocating >$1 billion in client assets.

In early 2021, after a decade in the finance industry, I left my job and launched the TSOH Investment Research service, with the goal of offering complete transparency around my investment philosophy, research process, portfolio decision-making, and outcomes (returns). The portfolio disclosed to subscribers includes all of my investable assets (taxable account, retirement accounts, etc.).

What To Expect:

Paid subscribers receive: 

  • Six write-ups per month (every Monday and every other Thursday)

  • Research reports on new ideas, including my investment decision

  • Periodic updates on current holdings / watch list (typically quarterly)

  • Prior disclosure of all portfolio changes, with a clear explanation for both sides of the transaction (what I’m buying, what I’m selling, and why) 

  • Complete access to all previous investment research, including deep dives on companies like ABNB, NFLX, RBLX, COST, NKE, TKO, and many more

  • Quarterly portfolio updates (each position, its weighting, and returns)

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:

My Investment Philosophy

This is an overview of my approach to investing.

Airbnb: “Belonging Anywhere”

Airbnb revolutionized the travel industry. After a near-death experience in 2020, they 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, competitive position, economics, and my valuation.

To give you a sense for the companies and industries that I focus on, here’s a list of the research that was sent to TSOH paid subscribers over the past six months.

Feedback From TSOH Subscribers:

Thanks again for considering the TSOH Investment Research Service. If you have any questions, please let me know (thescienceofhitting@gmail.com).

- Alex Morris (@TSOH_Investing)

Subscribe to 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.


The Science of Hitting 

Through the TSOH Investment Research service, I provide complete access to my investment research process and portfolio decision-making. If you're looking for thoughtful analysis on high-quality public companies (stocks), this service is for you.