TSOH Investment Research (Alex Morris)
Subscribe
Sign in
Home
TSOH
ABNB
ALLY
AMZN
ASO
BAC
BF.B
BRK
CAVA
CELH
CMCSA
CMG
COCO
COST
DG
DIS
DKS
DLTR
FEVR
FIVE
FND
GO
GOLF
HD
HIBB
LBRDA
LGF
META
MKL
MNST
MSFT
MTCH
NFLX
NKE
OLLI
ONON
PTLO
PTON
RBLX
ROKU
SAM
SBUX
SMG
SPOT
TJX
TKO
WBD
WMT
Archive
About
Latest
Top
Discussions
Scale & Discipline In The AI Era
An update on Microsoft (MSFT)
Nov 3
•
TSOH Investment Research
20
October 2025
Meta: Financing The AI Frontier
Meta Platforms (META) Q3 FY25 Update
Oct 30
•
TSOH Investment Research
23
"Nothing Is A Must-Have"
Netflix (NFLX) Q3 FY25 Update
Oct 27
•
TSOH Investment Research
13
Ally Financial: Momentum
From “Ally Financial: The Importance Of Focus” (April 2025): “While the Ally thesis has faced its share of challenges, some of which are still present…
Oct 20
•
TSOH Investment Research
17
DLTR: Raising The Bar
Dollar Tree's (DLTR) 2025 Investor Day
Oct 16
•
TSOH Investment Research
25
Crocs: Durable Brand, Distracted Company
Crocs (CROX) initiation
Oct 13
•
TSOH Investment Research
30
2
Q3 2025 Portfolio Update
Prior 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, Q2 ‘25
Oct 6
•
TSOH Investment Research
19
Kinsale: Best-In-Class E&S
Kinsale (KNSL) Initiation
Oct 2
•
TSOH Investment Research
28
September 2025
On Consistency and Simplicity
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very…
Sep 29
•
TSOH Investment Research
36
Portfolio Change - 09/26/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website
Sep 25
•
TSOH Investment Research
29
4
“We Like The Hand We Have”
Versant (VSNT) Initiation
Sep 22
•
TSOH Investment Research
33
2
Fever-Tree: "A Great Blueprint"
From “This Is The Right Time” (February 2025): “While the U.S.
Sep 18
•
TSOH Investment Research
15
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
