TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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Archive
About
How Is This Possible?
An update on Tripadvisor (TRIP)
 • TSOH Investment Research
Airbnb: Platform Pivot
From “The Future Of Airbnb” (March 2025): “Airbnb learned important lessons about being spread too thin as they pursued non-core efforts in the years…
 • TSOH Investment Research
"Disruption In The Other Direction"
An update on Roblox (RBLX)
 • TSOH Investment Research
Portfolio Change - 02/09/2026
Note: Review all prior portfolio changes at the “TSOH” tab on the website
 • TSOH Investment Research
Peloton: Clipping In
Note: Review all prior Peloton research at the “PTON” tab on the website.
 • TSOH Investment Research
TSOH Note
A foundational component of TSOH Investment Research is complete portfolio transparency, most notably through the prior disclosure of all portfolio…
 • TSOH Investment Research
Microsoft: A Heavy Lift
Note: Review all prior Microsoft research at the “MSFT” tab on the website
 • TSOH Investment Research
In Zuck We Trust?
Meta Q4 FY25 Update
 • TSOH Investment Research

January 2026

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