Archive - TSOH Investment Research (Alex Morris)

TSOH Weekly Roundup (04/24/26)

TSOH Weekly Roundup #4

Apr 24 • TSOH Investment Research

Netflix: The Pace Of Change

Note: Review all prior Netflix (NFLX) research on the TSOH website

Apr 20 • TSOH Investment Research

TSOH Weekly Roundup (04/17/26)

TSOH Weekly Roundup #3

Apr 17 • TSOH Investment Research

Chipotle: Recipe For Growth

“He has not risen to the occasion yet.”

Apr 16 • TSOH Investment Research

Planet Fitness: Maxing Out?

Planet Fitness (PLNT) Initiation

Apr 13 • TSOH Investment Research

TSOH Weekly Roundup (04/10/26)

TSOH Weekly Roundup #2

Apr 10 • TSOH Investment Research

Crocs: The HeyDude Hangover

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

Apr 6 • 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

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