Archive - TSOH Investment Research (Alex Morris)

Disney: Rewiring The Earnings Engine

An update on The Walt Disney Company (DIS)

20 hrs ago •

TSOH Investment Research

Peloton: A Costly Turnaround

From “Peloton: A Steep Hill” (February 2025):

Nov 17 •

TSOH Investment Research

"It's A Desperate Market Out There"

Floor & Decor (FND) Update

Nov 13 •

TSOH Investment Research

"A Transformational Moment"

An update on Comcast and Charter

Nov 10 •

TSOH Investment Research

Scale & Discipline In The AI Era

An update on Microsoft (MSFT)

Nov 3 •

TSOH Investment Research

October 2025

Meta: Financing The AI Frontier

Meta Platforms (META) Q3 FY25 Update

Oct 30 •

TSOH Investment Research

"Nothing Is A Must-Have"

Netflix (NFLX) Q3 FY25 Update

Oct 27 •

TSOH Investment Research

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

DLTR: Raising The Bar

Dollar Tree's (DLTR) 2025 Investor Day

Oct 16 •

TSOH Investment Research

Crocs: Durable Brand, Distracted Company

Crocs (CROX) initiation

Oct 13 •

TSOH Investment Research

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

Kinsale: Best-In-Class E&S

Kinsale (KNSL) Initiation

Oct 2 •

TSOH Investment Research

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