Archive - TSOH Investment Research (Alex Morris)

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 •

TSOH Investment Research

"The Next Iconic Brand"

An update on Boston Beer (SAM)

Sep 1 •

TSOH Investment Research

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 •

TSOH Investment Research

Back On The Bike

An update on Peloton (PTON)

Aug 21 •

TSOH Investment Research

Portillo's: Texas Troubles

"We were lulled into a false sense of security"

Aug 18 •

TSOH Investment Research

Disney: A New Era

From “ESPN: Looking For Strategic Partners” (July 2023):

Aug 11 •

TSOH Investment Research

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 •

TSOH Investment Research

"The Enigma Of Success"

An update on Microsoft (MSFT)

Aug 4 •

TSOH Investment Research

July 2025

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts