Archive - TSOH Investment Research (Alex Morris)

Crocs: The HeyDude Hangover

From “Crocs: Durable Brand, Distracted Company” (October 2025):

18 mins ago • TSOH Investment Research

TSOH Weekly Roundup (04/03/26)

TSOH Weekly Roundup #1

Apr 3 • TSOH Investment Research

Q1 2026 Portfolio Update

Prior TSOH Quarterly Updates:

Apr 2 • TSOH Investment Research

March 2026

Fever-Tree: "A Pivotal Moment"

From “Fever-Tree: A Great Blueprint” (September 2025):

Mar 30 • TSOH Investment Research

Portfolio Change - 03/25/2026

Note: Review all prior portfolio changes on the TSOH website

Mar 25 • TSOH Investment Research

Berkshire Hathaway: Transition

January 1st marked the end of an era: for the first time since 1970, Warren Buffett is no longer the CEO of Berkshire Hathaway.

Mar 23 • TSOH Investment Research

Dollar Tree: Resilient Progress

From “Dollar Tree: The First Inning” (March 2025):

Mar 19 • TSOH Investment Research

DG: Closing The Gap

From “The DG Playbook” (March 2025):

Mar 16 • TSOH Investment Research

Portfolio Change - 03/11/2026

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

Mar 11 • TSOH Investment Research

"Trying To Be Realistic"

An update on Brown-Forman (BF.B)

Mar 9 • TSOH Investment Research

Vital Farms: Fragility

From “An Egg Is An Egg” (April 2025):

Mar 5 • TSOH Investment Research

Floor & Decor: Awaiting Normalization

From “A More Normalized Environment” (September 2024):

Mar 2 • TSOH Investment Research

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