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Archive
About
Flutter: Parlaying DFS To OSB
In November 2016, after four years of fighting for the pole position in the U.S.
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The Science of Hitting
Q3 2024 Portfolio Update
The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...
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The Science of Hitting

September 2024

Ulta: Still A Beauty?
"An increasingly competitive category"
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The Science of Hitting
"A More Normalized Environment"
An update on Floor & Decor (FND)
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The Science of Hitting
Fever-Tree: "Spreading Our Wings"
From “Fever-Tree: A Broader Opportunity” (April 2024):
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The Science of Hitting
SMG: "The Bridge Year"
An update on ScottsMiracle-Gro (SMG)
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The Science of Hitting
2
DG Tegus Panel Discussion
On August 29th, a few hours after Dollar General (DG) reported its Q2 FY24 results, I moderated a Tegus panel call with three former DG employees who…
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The Science of Hitting
Portfolio Change - 09/10/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
The Dollar Store Downturn
From “Dollar General: From Bad To Worse” (September 2023):
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The Science of Hitting
BJ's Wholesale: "A Better Business"
An update on BJ and COST
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The Science of Hitting
"Competition Has Never Been Greater"
An update on Monster (MNST) and Celsius (CELH)
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The Science of Hitting

August 2024

Portfolio Change - 08/30/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
© 2024 Alex Morris (TSOH Investment Research)
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