TSOH Investment Research (Alex Morris)
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Archive
About
PTLO
On Consistency and Simplicity
“It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very…
Sep 29
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TSOH Investment Research
36
Portfolio Change - 09/26/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website
Sep 25
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TSOH Investment Research
29
4
Portillo's: Texas Troubles
"We were lulled into a false sense of security"
Aug 18
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TSOH Investment Research
47
"Complexity As A Moat"
An update on Portillo's (PTLO)
Aug 26, 2024
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TSOH Investment Research
21
2
Portillo's: "A Growth Story"
“There’s a graveyard full of restaurant companies that expanded too quickly; they lost their way and became a different version of themselves.”
Mar 7, 2024
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TSOH Investment Research
30
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