TSOH Investment Research
My name is Alex Morris. I’m the founder of TSOH Investment Research and the author of “Buffett And Munger Unscripted” (winner of one of Amazon’s “Best Books of 2025”). Prior to starting TSOH Investment Research in April 2021, I spent a decade working in the finance industry as a buyside equities analyst. My research has appeared in “The Wall Street Journal” and “Bloomberg”, along with appearances on numerous investment podcasts (like “The Compound”).
I started TSOH Investment Research with a clear objective: to add value for professional investors (CIO’s, analysts, etc.) and serious DIY investors through high-quality, long-term equity research and 100% transparency. Subscribers have full access to timely equity research (published every Monday and every other Thursday), prior disclosure of all portfolio changes, and ongoing performance tracking / quarterly updates. (The portfolio disclosed to subscribers accounts for 100% of my family’s investable assets, outside of cash in checking.)
My promise is complete honesty and transparency in the pursuit of better than average returns. Below are historic returns for the TSOH portfolio as of Q2 2025. (These performance figures were shared ahead of a price increase in July 2025; ongoing portfolio and quarterly return updates are only shared with TSOH Investment Research paid subscribers.) As you can see, the long-term results have been encouraging, with ~17.1% annualized returns over the past decade, compared to ~13.7% annualized returns for the S&P 500 over the same period.
What To Expect:
Paid subscribers receive:
Six research reports per month (every Monday and every other Thursday)
New company initiations, with 100% clarity on my investment decision
Periodic updates on current TSOH 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 TSOH research since 2021, including deep dives and updates on companies like ABNB, ASO, BBW, BF.B, BRK.B, CELH, COST, CROX, DG, DIS, DKS, DLTR, DUOL, FEVR, FND, HD, HIBB, IMAX, META, MNST, MSFT, MTCH, NFLX, NKE, ONON, PTON, RBLX, TKO, TRIP, VITL, and many others
Quarterly portfolio updates, which detail every position and its current weighting, along with trailing portfolio returns. (Historic returns for my portfolio were made publicly available at the launch of the service; all subsequent updates are the intellectual property of TSOH subscribers)
Through TSOH Investment Research, you can effectively outsource a full-time equities analyst role for just $199 per month or $799 per year (if you directly hired an equities analyst, their comp would be in the ballpark of $799 per day).
About Me:
CFA Charterholder, MBA from the University of Florida
10 years of experience as a buyside equities analyst (2011 - 2021); TSOH Investment Research has been my sole professional endeavor since 2021
Start Here:
“The Evolution Of A Value Investor”
This is an overview of my approach to investing.
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 am interested in, here’s a list of the research sent to TSOH subscribers over the past six months.
Feedback From TSOH Subscribers:
Thank you for considering TSOH Investment Research.
Please let me know if you have any questions (thescienceofhitting@gmail.com).
- Alex Morris (@TSOH_Investing)
