Long-term equity research for professional and serious DIY investors. Join 25,000+ investors who create value from reading TSOH Investment Research.
Join the free email list today. No payment required and unsubscribe anytime.
Why pay for investment research without first seeing the quality and depth of the output? A sample TSOH equity report will give you a clear look at how I analyze a business, frame the thesis, weigh the risks, and value the stock.
Subscribe now to receive a free sample of a TSOH equity research report.
About Myself & TSOH
My name is Alex Morris. I’m a former buyside equities analyst, the founder of TSOH Investment Research, and the author of Buffett And Munger Unscripted. My research has been featured on Bloomberg’s ‘Masters in Business’ and in the financial press (for example, on Disney’s DTC strategy in the Wall Street Journal).
TSOH Investment Research is rooted in deep research and 100% transparency. I view myself as an outsourced analyst who works solely for TSOH subscribers - but instead of directly paying me ~$300k per year, the cost is just $799 per year.
· Depth over headlines. Long-form company research is designed to help you understand the business and to clearly contextualize the investment decision.
· An honest research process. Clear reasoning and 100% portfolio transparency; I disclose all investment decisions to TSOH subscribers before they are executed.
Three Examples Of Recent Investments
TKO initiation (June 2023), with the company added to the portfolio in March 2024 at a ~6% weighting; liquidated in November 2024 for a >50% pre-tax gain.
NFLX initiation (April 2021), with the company added to the portfolio in 1H 2022 at a ~7% weighting; trimmed subsequently, but NFLX remains a TSOH holding. The stock has significantly outperformed the index since its portfolio inclusion.
DLTR initiation (June 2021), with the company added to the portfolio in 2H 2024 at a ~14% weighting; trimmed subsequently, but DLTR remains a TSOH holding. The stock has beaten the index by a wide margin since adding it to the portfolio.
Receive Your Free Report Today
Subscribe to the TSOH email list — Enter your email address and join the free list. The welcome email that you’ll receive will include a free research report.
Serving Serious, Long-Term Investors
I founded TSOH Investment Research in 2021 after a decade as a buyside equities analyst. The service is built for professional investors and serious DIY investors who want high-quality, long-term equity research and complete transparency.
· Six research reports each month. New company initiations and portfolio / watchlist updates are published every Monday and every other Thursday.
· Every portfolio change disclosed in advance. Paid subscribers see what I am buying, what I am selling, and why. You know all changes before I make them.
· Quarterly portfolio updates. All holdings, position weights, and returns are updated quarterly. The portfolio that is disclosed to TSOH subscribers accounts for 100% of my family’s investable assets. At TSOH, I fully eat my own cooking.
Read a sample to see the value TSOH can add for your investments.
(P.S. Want a personalized stock pick? Respond to the initial TSOH welcome email with 2-3 tickers from my coverage universe, and I will then send you a free sample of my research. See the running bar at the top of the website for the list of 60+ companies that I currently cover, spanning from ABNB to WMT.)
NOTE - This is not investment advice. Do your own due diligence.
I make no representation, warranty, or undertaking, express or implied, as to the accuracy, reliability, completeness, or reasonableness of the information presented in this report. Assumptions, opinions, and estimates expressed in this report constitute my judgment as of the date thereof and are subject to change without notice. Projections are based on a number of assumptions, and there is no guarantee that they will be achieved. TSOH Investment Research is not acting as your advisor or in any fiduciary capacity.