TSOH Investment Research (Alex Morris)
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Discussions
Netflix: Waning Optimism
From “Netflix: Content, Variety, Quality” (July 2025):
Jan 26
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TSOH Investment Research
19
3
TSOH Note
TSOH Investment Research has welcomed its second junior analyst, Ellie Morris, who joined our growing team yesterday afternoon.
Jan 21
38
26
1
GAMB: Conviction vs Capital Allocation
Gambling.com (GAMB) initiation
Jan 19
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TSOH Investment Research
15
3
"Nothing Is Off The Table"
Tripadvisor (TRIP) Initiation
Jan 12
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TSOH Investment Research
15
4
Nike: The Middle Innings
"We're in the middle innings of our comeback..."
Jan 8
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TSOH Investment Research
20
2
2
Q4 2025 Portfolio Update
Year-end update for TSOH Investment Research
Jan 5
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TSOH Investment Research
31
4
December 2025
Roblox: A Longer Leash
From “The YouTube Of Gaming?” (April 2022):
Dec 29, 2025
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TSOH Investment Research
19
4
Beyond The Workshop
An update on Build-A-Bear (BBW)
Dec 22, 2025
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TSOH Investment Research
29
3
DG: Driving Productivity
From “The DG Playbook” (March 2025): “While this [Home Depot] comparison is obviously influenced by industry-specific and macroeconomic factors at HD…
Dec 15, 2025
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TSOH Investment Research
20
3
"A Rare Opportunity"
Thoughts on the Netflix / Warner Bros. deal
Dec 11, 2025
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TSOH Investment Research
24
3
Portfolio Change - 12/09/2025
Note: Review all prior portfolio changes at the TSOH tab on the website
Dec 8, 2025
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TSOH Investment Research
17
2
Dollar Tree's Red Dot Dilemma
"It was a necessary evil..."
Dec 8, 2025
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TSOH Investment Research
17
4
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