TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

HIBB

"A Position Of Strength"
Thoughts on the DKS / FL deal
May 29 • 
TSOH Investment Research
The House Of Sport
Dick's Sporting Goods (DKS) initiation
Jan 13 • 
TSOH Investment Research
"Bold, Disruptive Innovation"
From “Nike: Falling Short” (January 2024): “Given that the company fell well short of the 2015 Investor Day targets, with a similar outcome on the 2017…
Apr 18, 2024 • 
TSOH Investment Research
Hibbett: Small Town Sneakers
On Monday, John Hempton of Bronte Capital posted a research report on his Substack about a company called Hibbett (Bronte owns ~5% of Hibbett).
Jan 11, 2024 • 
TSOH Investment Research
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