TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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Archive
About
The "Too Hard" Pile
In late 2011, Berkshire Hathaway disclosed a ~$10.9 billion investment in IBM.
 • TSOH Investment Research
Tractor Supply: Old Dog, New Tricks?
From “The ‘Life Out Here’ Retailer” (April 2023):
 • TSOH Investment Research
TSOH Weekly Roundup (06/19/26)
Welcome to another edition of TSOH Weekly Roundup, which is sent on Friday at 11am ET.
 • TSOH Investment Research
A Tutor In Your Pocket
Duolingo (DUOL) Initiation
 • TSOH Investment Research
TSOH Weekly Roundup (06/12/26)
Welcome to another edition of TSOH Weekly Roundup.
 • TSOH Investment Research
Markel: "Building To Win"
From “Markel: Course Correct” (June 2025):
 • TSOH Investment Research
Dollar General: Miles and Margins
"At less than $120 per share, five-year return expectations would increase to ~15% per annum.”
 • TSOH Investment Research
TSOH Weekly Roundup (06/05/26)
Welcome to another edition of TSOH Weekly Roundup, which is sent on Friday at 11am ET.
 • TSOH Investment Research
Dollar Tree: Through The Noise
An update on a top TSOH portfolio holding
 • TSOH Investment Research

May 2026

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