TSOH Investment Research (Alex Morris)
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Build-A-Business
The Build-A-Bear (BBW) Turnaround
Jul 24
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TSOH Investment Research
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TSOH Investment Research (Alex Morris)
Build-A-Business
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Netflix: "Content, Variety, Quality"
From “Netflix: In The Right ZIP Code” (July 2022):
Jul 21
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TSOH Investment Research
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TSOH Investment Research (Alex Morris)
Netflix: "Content, Variety, Quality"
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TSOH Announcement
A quick update: On Thursday, July 24th, subscription pricing for TSOH Investment Research will increase to $199 per month / $799 per year.
Jul 20
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TSOH Investment Research (Alex Morris)
TSOH Announcement
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Portfolio Change - 07/16/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 15
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TSOH Investment Research (Alex Morris)
Portfolio Change - 07/16/2025
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"The Greatest Canvas In The World"
Imax Corporation (IMAX) Initiation
Jul 14
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TSOH Investment Research (Alex Morris)
"The Greatest Canvas In The World"
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2
"The Dominant Force In Flooring"
An update on Floor & Decor (FND)
Jul 10
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TSOH Investment Research (Alex Morris)
"The Dominant Force In Flooring"
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Q2 2025 Portfolio Update
Prior Quarterly 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
Jul 7
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TSOH Investment Research (Alex Morris)
Q2 2025 Portfolio Update
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June 2025
An Open Letter To Comcast CEO Brian Roberts
"The team has a sense of urgency, energy, and focus"
Jun 30
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TSOH Investment Research (Alex Morris)
An Open Letter To Comcast CEO Brian Roberts
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Markel: Course Correct
From “Markel: It’s Not Over” (June 2024): “I am confident in the long-term ability and integrity of the Markel team.
Jun 26
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22
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TSOH Investment Research (Alex Morris)
Markel: Course Correct
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The Rise of Celsius (CELH) and the New Era of Energy Drink Brands
AlphaSense Expert Insights Webinar
Jun 25
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TSOH Investment Research
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TSOH Investment Research (Alex Morris)
The Rise of Celsius (CELH) and the New Era of Energy Drink Brands
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BF.B: "Continued Headwinds"
Note: A reminder that I’m hosting an AlphaSense expert webinar on Tuesday at noon ET with Jon Bratta, the former VP of Emerging Brands at Monster.
Jun 23
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20
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TSOH Investment Research (Alex Morris)
BF.B: "Continued Headwinds"
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Celsius: A Global Opportunity?
Note: Join me on Tuesday, June 24th, for an exclusive AlphaSense expert discussion with Jon Bratta, the former VP of Emerging Brands at Monster Energy.
Jun 16
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15
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TSOH Investment Research (Alex Morris)
Celsius: A Global Opportunity?
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