Long-term investment research with 100% portfolio transparency and prior disclosure of all trades. TSOH is written by Alex Morris, a former buyside equities analyst, CFA Charterholder, and the author of "Buffett And Munger Unscripted".
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 474 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||
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Comcast: A Long-Awaited Pivot
Is Mr. Market's apathy misguided or justified?
Note: Review all prior Comcast (CMCSA) research on the TSOH website
TSOH Weekly Roundup (07/10/26)
Welcome to another edition of TSOH Weekly Roundup.
Each update features a Chart of the Week, along with a brief discussion on three news items relevant to companies in the TSOH investable universe.
Chart Of The Week (from “Nike: Conditio...
Nike: Conditioning Phase
Note: Access all prior Nike (NKE) research on the TSOH website.
Note: Access all prior Nike (NKE) research on the TSOH website.
Q2 2026 Portfolio Update
Prior TSOH Quarterly Updates:
Prior TSOH Quarterly Updates:
TSOH Weekly Roundup (07/03/26)
Welcome to another edition of TSOH Weekly Roundup.
Each update features a Chart of the Week, along with a brief discussion on three news items relevant to companies in the TSOH investable universe.
Chart Of The Week (from “Ollie’s: A Goo...
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At TSOH Investment Research, I provide complete access to my investment research process and portfolio decision-making (100% transparency). This service is for long-term investors looking for thorough research and actionable insights.
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