TSOH Investment Research Service

Home
TSOH
ABNB
ALLY
AMZN
BAC
BRK
CAVA
CELH
CMCSA
CMG
COCO
COST
DG
DIS
DLTR
FEVR
FIVE
FND
GO
HD
HIBB
LBRDA
LGF
META
MKL
MNST
MSFT
MTCH
NFLX
NKE
OLLI
ONON
PTLO
PTON
RBLX
ROKU
SBUX
SPOT
TJX
TKO
WBD
WMT
Archive
About
Portfolio Change - 09/10/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
 • 
The Science of Hitting
The Dollar Store Downturn
From “Dollar General: From Bad To Worse” (September 2023):
 • 
The Science of Hitting
BJ's Wholesale: "A Better Business"
An update on BJ and COST
 • 
The Science of Hitting
"Competition Has Never Been Greater"
An update on Monster (MNST) and Celsius (CELH)
 • 
The Science of Hitting

August 2024

Portfolio Change - 08/30/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
 • 
The Science of Hitting
"Complexity As A Moat"
An update on Portillo's (PTLO)
 • 
The Science of Hitting
2
The Dating Game
An update on MTCH and BMBL
 • 
The Science of Hitting
Airbnb: "Mild Moderation"
From “A New World Of Travel” (May 2022): “Airbnb management remains convinced that the pandemic, most notably due to the widespread adoption of remote…
 • 
The Science of Hitting
Disney: The Path Forward
From “Turbocharged” (September 2023): “That data [Disney’s Parks growth broken down between attendance and per capita guest spending] points to a…
 • 
The Science of Hitting
2
"Fully Seize The Opportunity"
An update on Meta
 • 
The Science of Hitting
Microsoft: CapEx Conundrum
“A technology company that misses multiple trends will inevitably fall behind.
 • 
The Science of Hitting
2

July 2024

"Compete With Anyone"
An update on Comcast
 • 
The Science of Hitting
© 2024 Alex Morris (TSOH Investment Research)
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture