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)
Quarterly portfolio updates (each position, its weighting, and returns)
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
This is an overview of my approach to investing.
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 (email@example.com).
- Alex Morris (@TSOH_Investing)