Archive - TSOH Investment Research (Alex Morris)

Microsoft: Control Your Destiny

From “It’s Just The Beginning” (April 2021):

Aug 3 • TSOH Investment Research

July 2026

TSOH Weekly Roundup (07/31/2026)

Welcome to another edition of TSOH Weekly Roundup.

Jul 31 • TSOH Investment Research

Ally Financial: The Next Vintage

From “Ally Financial: Momentum” (October 2025):

Jul 27 • TSOH Investment Research

TSOH Weekly Roundup (07/24/2026)

Welcome to another edition of TSOH Weekly Roundup.

Jul 24 • TSOH Investment Research

Portfolio Change - 07/23/2026

Note: Review all prior portfolio changes on the TSOH website

Jul 23 • TSOH Investment Research

Netflix: What's Coming Next

Note: Access all prior Netflix (NFLX) research reports on the TSOH website.

Jul 23 • TSOH Investment Research

On Holdings: Maintaining Pace

"The Most Premium Brand In Sports"

Jul 20 • TSOH Investment Research

TSOH Weekly Roundup (07/17/26)

Welcome to another edition of TSOH Weekly Roundup.

Jul 17 • TSOH Investment Research

Comcast: A Long-Awaited Pivot

Is Mr. Market's apathy misguided or justified?

Jul 13

TSOH Weekly Roundup (07/10/26)

Welcome to another edition of TSOH Weekly Roundup.

Jul 10 • TSOH Investment Research

Nike: Conditioning Phase

Note: Access all prior Nike (NKE) research on the TSOH website.

Jul 9 • TSOH Investment Research

Q2 2026 Portfolio Update

Prior TSOH Quarterly Updates:

Jul 6 • TSOH Investment Research

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