TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"In The Penalty Box"

"In The Penalty Box"

An update on Scotts Miracle-Gro (SMG)

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TSOH Investment Research
May 26, 2025
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TSOH Investment Research (Alex Morris)
TSOH Investment Research (Alex Morris)
"In The Penalty Box"
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“Our valuation is completely unfair, but I get it - we’re in the penalty box… This is a very unique consumer franchise that is not being properly valued.”

- Scotts Miracle-Gro (SMG) CEO Jim Hagedorn

From “The Bridge Year” (September 2024): “I don’t have strong views on what the company should do with Hawthorne. What I would hope is SMG management would ha…

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