TSOH Investment Research (Alex Morris)
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Archive
About
COST
BJ's Wholesale: "A Better Business"
An update on BJ and COST
Sep 5, 2024
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TSOH Investment Research
16
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
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TSOH Investment Research
23
"I'll Never Sell A Share"
From the 2001 Berkshire Hathaway shareholder meeting:
Oct 5, 2023
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TSOH Investment Research
35
1
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
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TSOH Investment Research
16
Costco: "Raising Prices Is The Easy Way"
A deep dive on Costco
Jul 6, 2021
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TSOH Investment Research
21
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