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Archive
About
Peloton: "A Steep Hill"
Note: Access all prior Peloton (PTON) research on the TSOH website
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The Science of Hitting
"This Is The Right Time"
Fever-Tree U.S. + Molson Coors
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The Science of Hitting
TSOH Announcement
TSOH Investment Research + AlphaSense
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The Science of Hitting
2
"They're Actually An Asset"
A review of Disney's Q1 FY25 results
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The Science of Hitting
Meta: More To Come
From “A Pivotal Year” (February 2024): “You can be quite confident that Meta will not fall short on key initiatives from a lack of conviction or outside…
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The Science of Hitting
Microsoft: "The UI For AI"
From “Microsoft: CapEx Conundrum” (August 2024): “Embedded in that valuation framework are two critical assumptions: the long-term ROI from this CapEx…
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The Science of Hitting

January 2025

Ally: End Of The Tunnel
From “Ally Financial: Inflection Point” (July 2024): “On a few key metrics, most notably credit quality (net charge-offs) and spreads (NIM’s), we’re…
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The Science of Hitting
1
Netflix: "Thinking Too Small"
From “Netflix: This Is When It All Matters” (April 2022):
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The Science of Hitting
2
BF.B: The American Spirit
Brown-Forman (BF.B) initiation
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The Science of Hitting
2
Portfolio Change - 01/16/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
The House Of Sport
Dick's Sporting Goods (DKS) initiation
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The Science of Hitting
Academy: Retail Turnaround?
In October 2020, nearly a decade after being acquired by KKR, Academy Sports + Outdoors (ASO) went public.
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The Science of Hitting
© 2025 Alex Morris (TSOH Investment Research)
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