Archive - TSOH Investment Research (Alex Morris)

July 2025

Ally: A Smoother Ride

From “Ally Financial: Speed Bump” (October 2024): “Now that Ally is being more cautious on retail auto originations, they have some flexibility on how…

Jul 28 •

TSOH Investment Research

Build-A-Business

The Build-A-Bear (BBW) Turnaround

Jul 24 •

TSOH Investment Research

Netflix: "Content, Variety, Quality"

From “Netflix: In The Right ZIP Code” (July 2022):

Jul 21 •

TSOH Investment Research

TSOH Announcement

A quick update: On Thursday, July 24th, subscription pricing for TSOH Investment Research will increase to $199 per month / $799 per year.

Jul 20 •

TSOH Investment Research

Portfolio Change - 07/16/2025

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

Jul 15 •

TSOH Investment Research

"The Greatest Canvas In The World"

Imax Corporation (IMAX) Initiation

Jul 14 •

TSOH Investment Research

"The Dominant Force In Flooring"

An update on Floor & Decor (FND)

Jul 10 •

TSOH Investment Research

Q2 2025 Portfolio Update

Prior Quarterly Updates: Q2 ’21, Q3 ’21, Q4 ’21, Q1 ‘22, Q2 ‘22, Q3 ‘22, Q4 ‘22, Q1 ‘23, Q2 ‘23, Q3 ‘23, Q4 ‘23, Q1 ‘24, Q2 ‘24, Q3 ‘24, Q4 ‘24, Q1 ‘25

Jul 7 •

TSOH Investment Research

June 2025

An Open Letter To Comcast CEO Brian Roberts

"The team has a sense of urgency, energy, and focus"

Jun 30 •

TSOH Investment Research

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