TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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 • 
TSOH Investment Research
The House Of Sport
Dick's Sporting Goods (DKS) initiation
Jan 13 • 
TSOH Investment Research
"Let's See Nike Being Nike"
From “Nike: Falling Short” (January 2024):
Dec 30, 2024 • 
TSOH Investment Research
"Running On Clouds"
A winner in global premium sportswear
Jul 15, 2024 • 
TSOH Investment Research
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 • 
TSOH Investment Research
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