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TSOH

Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
Q2 2024 Portfolio Update
Portfolio Changes, Q2 2024: Portfolio Change – 05/21/2024 Portfolio Change – 06/21/2024 Popular Posts, Q2 2024: Peloton: McCarthy's Missteps Celsius…
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The Science of Hitting
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…
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The Science of Hitting
Chuck Akre and the 2007 - 2008 Financial Crisis
On macro insights and bottoms-up investing
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The Science of Hitting
2
Portfolio Change - 05/21/2024
Note: You can review all prior portfolio changes on the TSOH website. As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
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The Science of Hitting
2
Q1 2024 Portfolio Update
Portfolio Changes, Q1 2024: Portfolio Change - 03/12/2024 Popular Posts, Q1 2024: Letting Winners Run Ally: From Headwinds To Tailwinds Valuation and…
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The Science of Hitting
2
TSOH Note
During the early hours on Tuesday, March 12th, the TSOH Investment Research Service welcomed its first junior analyst: Jack William Morris. Jack has…
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The Science of Hitting
29
Portfolio Change - 03/12/2024
Note: You can review all prior portfolio changes on the TSOH website. As disclosed in today’s write-up, I’ve decided to make a portfolio change (which…
 • 
The Science of Hitting
Valuation and Long-Term Investing
In “Letting Winners Run”, I wrote about Robert Kirby’s coffee can portfolio, a true “buy and hold” approach to investing. As discussed in that write-up…
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The Science of Hitting
2
Letting Winners Run
In “The Art Of Execution”, fund manager Lee Freeman-Shor recounts his lessons learned on the keys to investment success; his conclusions were informed…
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The Science of Hitting
Q4 2023 Portfolio Update
Following a nearly 20% decline for the S&P 500 in 2022, its worst annual performance since 2008, the index rose 24% in 2023. Rather than ramble on about…
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The Science of Hitting
2
"It's Always About The People"
Note: I’ll be off next week for Christmas; I hope everybody has a happy holiday! As always, thank you for subscribing to the TSOH Investment Research…
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The Science of Hitting
1
© 2024 Alex Morris (TSOH Investment Research)
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