TSOH Investment Research
TSOH Investment ResearchLong-term investment research with 100% transparency (prior disclosure of all portfolio changes). 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 | Twice weekly | Issues | 350 |
| Subscribers | Read | thescienceofhitting.com |
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How this newsletter ranks in the official Substack charts.
| #95 | |
| #31 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Q1 2025 Portfolio Update
Portfolio Changes, Q1 2025:
Dollar Tree: "The First Inning"
From “The Dollar Store Downturn” (September 2024): “For now, we remain in limbo on Family Dollar.
Nike: "A Balanced Approach"
From “Nike: A Transition Year” (June 2024): “Management has consistently been caught offsides on short-term and long-term projections… Investors have no reason to believe management has their arms around the forward trajectory for this busi...
Nike Expert Panel Discussion
In advance of Nike’s (NKE) Q3 FY25 results, I moderated an expert panel discussion with two former employees, Greg Merrill and Cheryl Hunter; collectively, Greg and Cheryl spent more than three decades at the athletic apparel juggernaut, in...
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Authors
The writers behind this newsletter.
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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