TSOH Investment Research Service
The Science of HittingLong-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.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 278 | Subscribers | Read | thescienceofhitting.com |
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| #63 | |
| #27 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Waving The White Flag
DG, DLTR, and "Strategic Alternatives"
Chuck Akre and the 2007 - 2008 Financial Crisis
On macro insights and bottoms-up investing
Roblox: "Extremely Efficiently"
Note: Here’s the link to prior Roblox (RBLX) research from TSOH Roblox management has an audacious long-term vision for its platform: one billion daily active users (DAU’s) of all ages and across various form factors (mobile phones, PC’s, v...
Airbnb: Reinvent Yourself
Airbnb CEO Brian Chesky: “You can think of a company as going through a few phases. Phase one is you have an idea and you achieve product market fit. Phase two, you try to go into hyper-growth, and we've done that. Phase three, you become a...
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Authors
The writers behind this newsletter.
Through the TSOH Investment Research service, I provide complete access to my investment research process and portfolio decision-making. If you're looking for thoughtful analysis on high-quality public companies (stocks), this service is for you.
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