TSOH Investment Research (Alex Morris)
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 | 386 | Subscribers | Read | thescienceofhitting.com |
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| #115 | |
| #35 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
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"A Fully Focused Business"
An update on Dollar Tree (DLTR)
Dollar General: Delivering
From “Dollar General: Intense Focus” (June 2025): “Given my views on the competitive threat from Walmart omnichannel, [DG’s evolving digital offerings] are a notable change in their strategic focus… Management is taking the necessary action...
"The Next Iconic Brand"
An update on Boston Beer (SAM)
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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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