TSOH Investment Research (Alex Morris)
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Netflix: "Content, Variety, Quality"
From “Netflix: In The Right ZIP Code” (July 2022):
Jul 21
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Netflix: "Content, Variety, Quality"
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TSOH Announcement
A quick update: On Thursday, July 24th, subscription pricing for TSOH Investment Research will increase to $199 per month / $799 per year.
Jul 20
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TSOH Investment Research (Alex Morris)
TSOH Announcement
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Portfolio Change - 07/16/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 15
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TSOH Investment Research (Alex Morris)
Portfolio Change - 07/16/2025
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Q2 2025 Portfolio Update
Prior Quarterly Updates: Q2 ’21, Q3 ’21, Q4 ’21, Q1 ‘22, Q2 ‘22, Q3 ‘22, Q4 ‘22, Q1 ‘23, Q2 ‘23, Q3 ‘23, Q4 ‘23, Q1 ‘24, Q2 ‘24, Q3 ‘24, Q4 ‘24, Q1 ‘25
Jul 7
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Q2 2025 Portfolio Update
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Q1 2025 Portfolio Update
Portfolio Changes, Q1 2025:
Apr 3
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Q1 2025 Portfolio Update
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TSOH Announcement
TSOH Investment Research + AlphaSense
Feb 13
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TSOH Investment Research (Alex Morris)
TSOH Announcement
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Portfolio Change - 01/16/2025
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jan 15
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TSOH Investment Research (Alex Morris)
Portfolio Change - 01/16/2025
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Q4 2024 Portfolio Update
Note: Only two weeks until the release of “Buffett And Munger Unscripted”!
Jan 6
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TSOH Investment Research (Alex Morris)
Q4 2024 Portfolio Update
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Spotify (SPOT) Post-Mortem
“Not Just An Option, But A Necessity”
Dec 12, 2024
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TSOH Investment Research (Alex Morris)
Spotify (SPOT) Post-Mortem
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"Buffett And Munger Unscripted"
I have some exciting news: I have been working on a book, titled “Buffett And Munger Unscripted”, for three years - and it has finally reached the…
Dec 5, 2024
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"Buffett And Munger Unscripted"
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Portfolio Change - 11/15/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Nov 14, 2024
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TSOH Investment Research (Alex Morris)
Portfolio Change - 11/15/2024
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Q3 2024 Portfolio Update
The “crossroads” that I wrote about in the Q2 2024 update continued over the past three months...
Oct 3, 2024
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TSOH Investment Research (Alex Morris)
Q3 2024 Portfolio Update
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