TSOH Investment Research

TSOH Investment Research

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Archive
About
"All Viewing Is Not Equal"
An update on Netflix (NFLX)
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TSOH Investment Research
"What We Stand For"
An update on Five Below (FIVE)
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TSOH Investment Research
3
"An Egg Is An Egg"
Vital Farms (VITL) Initiation
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TSOH Investment Research
"The Market Passed Them By"
An update on DKS and ASO
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TSOH Investment Research
Q1 2025 Portfolio Update
Portfolio Changes, Q1 2025:
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TSOH Investment Research

March 2025

Dollar Tree: "The First Inning"
From “The Dollar Store Downturn” (September 2024): “For now, we remain in limbo on Family Dollar.
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TSOH Investment Research
5
Nike: "A Balanced Approach"
From “Nike: A Transition Year” (June 2024): “Management has consistently been caught offsides on short-term and long-term projections… Investors have no…
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TSOH Investment Research
Nike Expert Panel Discussion
In advance of Nike’s (NKE) Q3 FY25 results, I moderated an expert panel discussion with two former employees, Greg Merrill and Cheryl Hunter…
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TSOH Investment Research
2
The Future Of Airbnb
“May 2025 will be crazy. Beyond that, it gets crazier and crazier.”
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TSOH Investment Research
The DG Playbook
Note: A reminder that I will be hosting an expert panel discussion on Nike, which will be available tomorrow at noon ET.
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TSOH Investment Research
2
"It Has Never Been Not Hard"
An update on Boston Beer (SAM)
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TSOH Investment Research
Nike's Retail Evolution
An Expert Panel Discussion
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TSOH Investment Research
© 2025 Alex Morris (TSOH Investment Research)
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