TSOH Investment Research (Alex Morris)
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Archive
About
ONON
Nike: "A Balanced Approach"
From “Nike: A Transition Year” (June 2024): “Management has consistently been caught offsides on short-term and long-term projections… Investors have no…
Mar 24
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TSOH Investment Research
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The House Of Sport
Dick's Sporting Goods (DKS) initiation
Jan 13
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TSOH Investment Research
16
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"Let's See Nike Being Nike"
From “Nike: Falling Short” (January 2024):
Dec 30, 2024
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TSOH Investment Research
14
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"Running On Clouds"
A winner in global premium sportswear
Jul 15, 2024
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TSOH Investment Research
14
2
Nike: "A Transition Year"
From “Nike: Falling Short” (January 2024): “My gripe isn’t management’s inability to forecast results with pinpoint accuracy.
Jul 8, 2024
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TSOH Investment Research
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