TSOH Investment Research Service

Home
Archive
About
NewTopDiscussion
From “We Went Where They Ain’t”: “For the people living in these towns, DG is a great solution for their day-to-day shopping needs - and one that…
The Science of Hitting
An update on Peloton (PTON)
The Science of Hitting
2
At the 1996 Berkshire Hathaway shareholder meeting, Warren Buffett and Charlie Munger were asked about GEICO (at the time, the seventh largest U.S. auto…
The Science of Hitting
3
From the conclusion of “A True Category Killer”: “Based on everything that I’ve seen to date, Floor & Decor is a clear candidate for inclusion in the…
The Science of Hitting
3
From “The YouTube of Gaming?”: “This disconnect between my personal experience on the platform and the reported results is telling. It demands that we…
The Science of Hitting
2

February 2023

From “Intense Focus” (December 2022 Home Depot deep dive): “A big question on [Home Depot] is whether the pandemic-related gains are sustainable; will…
The Science of Hitting
From “A Travel Revolution” (published November 2021): “Year to date, Airbnb has reported an adjusted EBITDA margin of 28% - just shy of the ‘30% or…
The Science of Hitting
4
An update on Spotify
The Science of Hitting
4
“You might not feel like you can do much now, but that's just because you're not a tree yet. You just have to give yourself some time. You're still a…
The Science of Hitting
From “Moving The Goal Posts” (November 2022): “If that conclusion proves accurate, FOA [Family Of Apps] revenue growth rates should reaccelerate as the…
The Science of Hitting
6
As disclosed in this morning’s write-up, I’ve decided to trim my Comcast (CMCSA) position; the portfolio changes discussed below will be executed…
The Science of Hitting
When the TSOH Investment Research Service launched in April 2021, I published a review of every company in my portfolio. One of those positions, which I…
The Science of Hitting
© 2023 Alex Morris (TSOH Investment Research)
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing