TSOH Investment Research (Alex Morris)
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Discussions
Scale & Discipline In The AI Era
An update on Microsoft (MSFT)
Nov 3
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TSOH Investment Research
22
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"The Enigma Of Success"
An update on Microsoft (MSFT)
Aug 4
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TSOH Investment Research
17
4
Microsoft: An Enviable Position
From “Microsoft: Transition Period” (November 2024):“In the coming quarters, all eyes will be on the Azure / Cloud acceleration.
May 12
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TSOH Investment Research
15
2
Microsoft: "The UI For AI"
From “Microsoft: CapEx Conundrum” (August 2024): “Embedded in that valuation framework are two critical assumptions: the long-term ROI from this CapEx…
Feb 3
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TSOH Investment Research
16
2
Microsoft: Transition Period
From “Microsoft: The $100 Billion Club” (July 2022): “Microsoft’s success is dependent upon leveraging its aforementioned structural advantages… As the…
Nov 4, 2024
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TSOH Investment Research
16
1
Microsoft: CapEx Conundrum
“A technology company that misses multiple trends will inevitably fall behind.
Aug 5, 2024
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TSOH Investment Research
19
2
3
Portfolio Change - 06/21/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website. The past few months have brought some noteworthy developments for a few of…
Jun 20, 2024
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TSOH Investment Research
12
2
"Our Industry Does Not Respect Tradition"
An update on Microsoft
May 2, 2024
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TSOH Investment Research
20
4
Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website.
Mar 11, 2024
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TSOH Investment Research
20
1
Microsoft: "Lead This New Era"
From “It’s Always About The People” (December 2023): “Over time, I’ve come around to a different conclusion.
Feb 5, 2024
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TSOH Investment Research
21
1
"It's Always About The People"
Note: I’ll be off next week for Christmas; I hope everybody has a happy holiday!
Dec 18, 2023
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TSOH Investment Research
44
1
3
"This Is Microsoft's Moment"
From “The Ultimate Tailwind” (October 2022): “At a time when the investment community is obsessively focused on quarterly results (even more so than…
Oct 30, 2023
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TSOH Investment Research
27
2
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