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Archive
About
Netflix: Evolution
From “This Is When It All Matters” (April 2022): “Netflix should reassess some of their priorities, especially as they’ve shifted their views on an…
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The Science of Hitting
"Bold, Disruptive Innovation"
From “Nike: Falling Short” (January 2024): “Given that the company fell well short of the 2015 Investor Day targets, with a similar outcome on the 2017…
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The Science of Hitting
7
Monster: A Beast Unleashed
Energy drinks and ~200,000% stock price appreciation
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The Science of Hitting
Celsius: The Rise Of A Billion Dollar Brand
“The energy drink category is now a three-team race.”
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The Science of Hitting
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
Fever-Tree: A Broader Opportunity
From “Fever-Tree: A Premium Business?” (September 2023): “I see a management team with a clear understanding of its position / role in the marketplace…
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The Science of Hitting
DG: The Road To Recovery
“If you find yourself in a hole, stop digging.”
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The Science of Hitting
TSOH Investment Research Service
TSOH Investment Research Service
Long-term investment research with 100% transparency (prior disclosure of all portfolio changes). TSOH is written by Alex Morris, a former buyside equities analyst and CFA Charterholder.
TSOH Top Links
Q1 2024 Portfolio Update
My Investment Philosophy
"Evolution Of A Value Investor"
"I Don't Defend This Logic"

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