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Archive
About
Netflix: "Thinking Too Small"
From “Netflix: This Is When It All Matters” (April 2022):
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The Science of Hitting
BF.B: The American Spirit
Brown-Forman (BF.B) initiation
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The Science of Hitting
2
Portfolio Change - 01/16/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
The House Of Sport
Dick's Sporting Goods (DKS) initiation
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The Science of Hitting
Academy: Retail Turnaround?
In October 2020, nearly a decade after being acquired by KKR, Academy Sports + Outdoors (ASO) went public.
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The Science of Hitting
Q4 2024 Portfolio Update
Note: Only two weeks until the release of “Buffett And Munger Unscripted”!
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The Science of Hitting

December 2024

"Let's See Nike Being Nike"
From “Nike: Falling Short” (January 2024):
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The Science of Hitting
1
Match Group: Second Date?
Note: TSOH Investment Research will be off next week for Christmas; I hope that everyone has a happy holiday!
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The Science of Hitting
Spotify (SPOT) Post-Mortem
“Not Just An Option, But A Necessity”
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The Science of Hitting
Planting Trees
An update on DLTR and DG
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The Science of Hitting
"Buffett And Munger Unscripted"
I have some exciting news: I have been working on a book, titled “Buffett And Munger Unscripted”, for three years - and it has finally reached the…
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The Science of Hitting
36
Celsius: "Fully Optimized"?
Note: Here are the links to prior TSOH research on CELH and MNST
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The Science of Hitting
© 2025 Alex Morris (TSOH Investment Research)
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