TSOH Investment Research (Alex Morris)
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Discussions
“We Like The Hand We Have”
Versant (VSNT) Initiation
Sep 22
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Fever-Tree: "A Great Blueprint"
From “This Is The Right Time” (February 2025): “While the U.S.
Sep 18
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The Evolution of Investment Research and GenAI
On Thursday, September 25th, I’ll be hosting a live webinar with Sarah Hoffman, Director of AI Research at AlphaSense, to discuss how AI is reshaping…
Sep 17
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27
4
Opportunity Brewing?
Constellation Brands (STZ) Initiation
Sep 15
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22
2
"A Fully Focused Business"
An update on Dollar Tree (DLTR)
Sep 8
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Dollar General: Delivering
From “Dollar General: Intense Focus” (June 2025): “Given my views on the competitive threat from Walmart omnichannel, [DG’s evolving digital offerings…
Sep 4
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38
"The Next Iconic Brand"
An update on Boston Beer (SAM)
Sep 1
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41
August 2025
"The Ball That Turned Golf Upside Down"
On a Sunday afternoon in October 2000, Billy Andrade sank a five-foot putt to win the Invensys Classic. It was a memorable day for Andrade, with the win…
Aug 25
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39
Back On The Bike
An update on Peloton (PTON)
Aug 21
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32
Portillo's: Texas Troubles
"We were lulled into a false sense of security"
Aug 18
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47
Disney: A New Era
From “ESPN: Looking For Strategic Partners” (July 2023):
Aug 11
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Meta: "The Decisive Period"
From “Meta: More To Come” (February 2025): “At first, it seemed each passing quarter, like clockwork, brought news of higher total expense and CapEx…
Aug 7
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