Archive - TSOH Investment Research (Alex Morris)

September 2025

On Consistency and Simplicity

“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very…

Sep 29 •

TSOH Investment Research

Portfolio Change - 09/26/2025

Note: Review all prior portfolio changes at the “TSOH” tab on the website

Sep 25 •

TSOH Investment Research

“We Like The Hand We Have”

Versant (VSNT) Initiation

Sep 22 •

TSOH Investment Research

Fever-Tree: "A Great Blueprint"

From “This Is The Right Time” (February 2025): “While the U.S.

Sep 18 •

TSOH Investment Research

The Evolution of Investment Research and GenAI

On Thursday, September 25th, I’ll be hosting a live webinar with Sarah Hoffman, Director of AI Research at AlphaSense, to discuss how AI is reshaping…

Sep 17 •

TSOH Investment Research

Opportunity Brewing?

Constellation Brands (STZ) Initiation

Sep 15 •

TSOH Investment Research

"A Fully Focused Business"

An update on Dollar Tree (DLTR)

Sep 8 •

TSOH Investment Research

Dollar General: Delivering

From “Dollar General: Intense Focus” (June 2025): “Given my views on the competitive threat from Walmart omnichannel, [DG’s evolving digital offerings…

Sep 4 •

TSOH Investment Research

"The Next Iconic Brand"

An update on Boston Beer (SAM)

Sep 1 •

TSOH Investment Research

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