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:

Andy 🌵🏜 @bizalmanac

I do not say this lightly, @TSOH_Investing is the best Substack analyst out there If you have at least one overlapping position with him, a subscription to his service is a NO-BRAINER imho Thanks for all the insights and hard work, Alex!

Alex Morris (TSOH Investment Research) @TSOH_Investing

I removed the paywall on this write-up, so if you're potentially interested in subscribing, this will give you additional insight into how I think through an investment (FWIW, Microsoft is my largest holding and has been a top position for the past 10 years). https://t.co/5CU6XvdY7p

4:52 PM ∙ Nov 6, 2021

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45Likes1Retweet

Rishi Gosalia @RishiGosalia

This is why @TSOH_Investing is an absolute must subscribe newsletter. I learn so much from Alex

2:26 AM ∙ Nov 2, 2021

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68Likes5Retweets

Willis Cap @willis_cap

Catching up on some of @TSOH_Investing 's substack articles that I haven't gotten to yet, and if I would have learned this lesson a few years back it would have really helped avoid most of my big mistakes:

2:02 PM ∙ Jun 14, 2021

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33Likes3Retweets

Sinstockpapi @sinstockpapi

I've learned a ton from TSOH during my time on Twitter. If you're looking for differentiated business insights, he is your guy!

Alex Morris (TSOH Investment Research) @TSOH_Investing

1/ Some news – This morning, I launched the TSOH Investment Research Service on Substack. Subscribers will have complete access to my investment process and portfolio decision-making. You can sign-up below. The first few posts are live. https://t.co/PWsHGrluxd

4:50 PM ∙ Apr 6, 2021

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25Likes1Retweet

WeWantYau @WeWantYau

Every single cent spent on this subscription, and every single second spent reading it, has been well worth it. Not to mention @TSOH_Investing also responds and is friendly — extra value add.

Alex Morris (TSOH Investment Research) @TSOH_Investing

"On The Shoulders Of Giants" https://t.co/odjXQ3qca0

1:46 PM ∙ Dec 20, 2021

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8Likes1Retweet

Frederik Gieschen @NeckarValue

🔥piece today by @TSOH_Investing on Berkshire's National Indemnity. "The Right Way To Run An Insurance Company" Buffett: “National Indemnity was a no-name company, nothing that distinguished it... But they have had a record almost like no one else’s because they had discipline.”

2:37 PM ∙ Dec 19, 2022

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61Likes10Retweets

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)