Quick answers to common questions about TSOH Investment Research; please email me at thescienceofhitting@gmail.com with any additional questions.
“What do I get?”
Research reports are published every Monday and every other Thursday at 6:30am ET. You will also receive portfolio change posts at 9:00am ET the day of execution (i.e. before the trades will be completed), along with quarterly updates that feature all portfolio holdings, their current weightings, and TSOH returns.
“How much?”
The cost of the service is $199 per month or $799 per year.
“What if I don’t like it?”
Cancel anytime, and I’ll issue a prorated refund if it doesn’t meet your needs.
“Is it for me?”
TSOH Investment Research is for professional investors and serious individual (DIY) investors. It is best for active investors who want thorough, but concise, research, with a clearly communicated thought process and investment decision.
“Why now?”
Price increases apply only to new subscribers - your rate is locked in perpetuity.
“Can I try it first?”
Yes; here’s a link to a free equity research report.
“Do you offer group discounts?”
Receive a discount of 15% per seat on group purchases.
What is the investment focus of TSOH?
My focus is owning a concentrated portfolio of high-quality businesses with durable competitive advantages (moats), while remaining cognizant of short-term opportunities that arise with market volatility. While I have a clearly defined investment philosophy, which has evolved over time, my ultimate goal is to construct a portfolio that generates long-term outperformance (after-tax).
What sectors and companies do you cover?
My coverage spans consumer, tech, retail, and other areas - industries that I believe are within my circle of competence. While the portfolio is concentrated in my best ideas (e.g., Microsoft, Netflix, Dollar Tree, and others), I maintain an extensive archive of deep dives on a wide range of companies that I monitor closely. You can view the full list of tracked companies on the TSOH homepage.
Why should I trust your research?
Full transparency is foundational to why I launched TSOH Investment Research.
The portfolio disclosed to subscribers accounts for 100% of my family’s investable assets (everything except cash in checking for daily living / business expenses). TSOH has been my full-time job since the service launched in April 2021. All of my equity research and all of my portfolio decisions are disclosed to you in real-time. I obviously cannot promise better than average outcomes for my portfolio, but I can assure you that I’m fully aligned with TSOH subscribers.
Can I access historical performance and past research?
Subscribers receive full access to the TSOH archive, featuring every research report published since the launch in April 2021. This includes all quarterly updates and portfolio change posts, where I disclose all trades before they’re executed. On historical performance, I provided a public update in advance of the July 2025 price increase, which is reprinted below (through Q2 2025). Ongoing portfolio changes and performance reporting are only sent to paid subscribers.
Does TSOH offer investment advice or manage accounts?
TSOH Investment Research isn’t personalized investment advice, and my objectives and risk tolerance likely differs from yours. Conduct your own due diligence before acting on analysis presented by TSOH Investment Research.
What is the “TSOH Weekly Roundup”?
The round-up, which is published every Friday at 11:00am ET, provides a weekly touchpoint to briefly discuss TSOH companies and topics of interest in the news.
Let me know if you have any additional questions.
Alex Morris, CFA