Sitemap - 2026 - TSOH Investment Research (Alex Morris)

TSOH Weekly Roundup (05/01/26)

Portfolio Change - 04/30/2026

Nike: Fighting Back

Ally Financial: In Gear

TSOH Weekly Roundup (04/24/26)

Netflix: The Pace Of Change

TSOH Weekly Roundup (04/17/26)

Chipotle: Recipe For Growth

Planet Fitness: Maxing Out?

TSOH Weekly Roundup (04/10/26)

Crocs: The HeyDude Hangover

TSOH Weekly Roundup (04/03/26)

Q1 2026 Portfolio Update

Fever-Tree: "A Pivotal Moment"

Portfolio Change - 03/25/2026

Berkshire Hathaway: Transition

Dollar Tree: Resilient Progress

DG: Closing The Gap

Portfolio Change - 03/11/2026

"Trying To Be Realistic"

Vital Farms: Fragility

Floor & Decor: Awaiting Normalization

Netflix / Warner Bros.

How Is This Possible?

Airbnb: Platform Pivot

"Disruption In The Other Direction"

Portfolio Change - 02/09/2026

Peloton: Clipping In

Microsoft: A Heavy Lift

In Zuck We Trust?

Netflix: Waning Optimism

GAMB: Conviction vs Capital Allocation

"Nothing Is Off The Table"

Nike: The Middle Innings

Q4 2025 Portfolio Update

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts