TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

COST

BJ's Wholesale: "A Better Business"
An update on BJ and COST
Sep 5, 2024 • TSOH Investment Research
BJ's Wholesale Club: Transformation?
In June 2011, after 14 years as a public company, BJ’s Wholesale Club agreed to sell itself to two PE firms (Leonard Green & Partners and CVC Capital…
Dec 14, 2023 • TSOH Investment Research
"I'll Never Sell A Share"
From the 2001 Berkshire Hathaway shareholder meeting:
Oct 5, 2023 • TSOH Investment Research
The Costco Snowball
This article originally started as a review of Costco’s FY21 financials, but that discussion can be sufficiently summarized in a few sentences: Costco’s…
Oct 18, 2021 • TSOH Investment Research
Costco: "Raising Prices Is The Easy Way"
A deep dive on Costco
Jul 6, 2021 • TSOH Investment Research
© 2025 TSOH Investment Research (Alex Morris) · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture